Sylvia Abejuela

Examiner
DISC Type : sc

Agent at New York Life Insurance Company

Vallejo, California, United States

Overview

Sylvia Abejuela is an Agent at New York Life, focusing on custom retirement and insurance solutions. Her background as an Auditor-Appraiser and Fraud Investigator provides a unique analytical perspective to her financial guidance. She holds a Bachelor of Science in Business Administration from San Francisco State University.

Her professional history includes roles as an Auditor-Appraiser for Yolo County and a Fraud Investigator for a Capital One subsidiary.

Personality Overview

Late Adopter

Overcautious

Process Oriented

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Retirement Planning
A core focus of her current practice, where she provides clients with custom-tailored solutions and lifetime income strategies.
Financial Wellness
She frequently shares advice on managing debt and building financial confidence, showing a passion for helping people improve their financial health.
Insurance Protection
Actively educates clients on the benefits of products like whole life insurance for lifetime protection and cash value growth.

Media Appearances

Sylvia has no verified media appearances

Work History

11-2019
Agent at New York Life Insurance Company
1-2014 - 1-2019
Auditor-Appraiser III at Yolo County Assessor's Office
8-2011 - 12-2013
Due Diligence Auditor at BSI Financial Services,Inc.
4-1996 - 1-2010
Fraud Investigator/Project Manager at Greenpoint Mortgage Inc. of Capital One

Education

Bachelor of Science in Business Administration from San Francisco State University, College of Business

More Information

Social Presence :

Prographics :

Exp : 27 Location : Vallejo, California, United States Job Level : N/A Designation : Agent at New York Life Insurance Company
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Insights For Selling To Sylvia

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sylvia is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Sylvia

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Sylvia move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Sylvia take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Sylvia

Personality Compatibility


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