Sergio Espinoza

Enigma
DISC Type : cdi

Client Engagement & Upselling Associate (Cocktail Bartender Role) at The Robinson Cocktail Lounge - TMG

Orlando, Florida, United States

Overview

Sergio is a client-focused sales professional transitioning into the tech industry as an SDR/BDR. His background in insurance, banking, and hospitality is built on consultative selling, prospecting, and exceeding customer engagement goals. He holds certifications in Economics and Introduction to Capital Markets, underscoring his financial acumen.

He is reflective about his professional journey, emphasizing the importance of staying present, testing his limits, and stepping outside his comfort zone. This mindset drives his search for a new role where he can find alignment and appreciate new challenges while continuing his personal growth.

He successfully applied consultative selling in a cocktail lounge, consistently exceeding sales goals by over 25% through upselling premium products.

Personality Overview

Fast Follower

Friendly Yet Blunt

Persuasive & Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Tech Sales Transition
He is actively seeking an SDR/BDR role to break into the tech industry and has publicly shared his determined mindset during this journey.
Consultative Selling
A core skill he has developed and applied across diverse industries, from hospitality and banking to insurance, to meet and exceed sales goals.
Creative Prospecting
He identifies this as a key capability in his professional headline, suggesting an interest in innovative methods for generating sales pipeline.

Media Appearances

Sergio has no verified media appearances

Work History

7-2021 - 8-2025
Client Engagement & Upselling Associate (Cocktail Bartender Role) at The Robinson Cocktail Lounge - TMG
3-2022 - 8-2022
Sales Development Representative (Insurance) at USHEALTH Group
8-2021 - 11-2021
Financial Services Representative (Teller) at BB&T

Education

Sergio has no verified education history

More Information

Social Presence :

Prographics :

Exp : 1 Location : Orlando, Florida, United States Job Level : N/A Designation : Client Engagement & Upselling Associate (Cocktail Bartender Role) at The Robinson Cocktail Lounge - TMG
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Insights For Selling To Sergio

During A Call Or A Meeting

DO's

  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them

DONT's

  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sergio is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Sergio

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Sergio move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Sergio take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Sergio

Personality Compatibility


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