Stalin Jaquez

Critic
DISC Type : C

Chief Executive Officer at Vertex Brokerage Group

Greater Orlando, United States

Overview

Stalin Jaquez is the Founder and CEO of Vertex Brokerage Group, bringing over a decade of experience in insurance and retail sales. He is a recognized leader in retirement solutions and Medicare planning, holding a Florida license for Health, Life, and Variable Annuity products. He studied Business Administration and Management at Universidad del Sagrado Corazón.

Personality Overview

Precise

Negotiator

Objective Thinker

They like to do things independently and don’t look for support from others.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Medicare Solutions
Possesses deep knowledge of Medicare Advantage, HMO, PPO, and supplement plans, and frequently hosts educational sessions for seniors to help them navigate their options.
Agent Mentorship
Described as a leader who actively mentors and trains new agents, helping them build successful careers in the competitive insurance sales industry.
Financial Education
Engages in community-focused financial literacy, especially for retirement planning, annuities, and insurance to empower individuals to make informed decisions.

Media Appearances

Stalin has no verified media appearances

Work History

8-2020
Chief Executive Officer at Vertex Brokerage Group
6-2011 - 8-2020
MarketPoint Sales Agent at Humana
5-2010 - 6-2011
Independent Insurance Agent at Advocate Health, LLC
Tech Support Specialist at Centennial Wireless

Education

2009 - 2011
Business Administration and Management from Universidad del Sagrado Corazón

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Orlando, United States Job Level : Leadership Designation : Chief Executive Officer at Vertex Brokerage Group
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Insights For Selling To Stalin

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be formal and objective, they will appreciate it more

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stalin is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Stalin

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Stalin move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Stalin take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Stalin

Personality Compatibility


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