Alan Ventura Duarte Peña

Commander
DISC Type : D

Consultor Financiero Certificado at Allianz

Mexico City, Mexico

Overview

Alan is the Agency Director and Founder of Ventura Servicios Financieros y de Seguros, specializing in risk management and business development. A graduate of Instituto Politécnico Nacional with a degree in Engineering, he is described by colleagues as strategic, transparent, and accessible, with a focus on data-driven project management.

His career began at the international organization AIESEC, where his leadership roles shaped his strategic and results-oriented mindset. This experience ignited his passion for helping others achieve financial stability through wealth and asset protection, which he considers his true calling. He follows companies like Accenture and Chubb.

Before his finance career, Alan was the National Director of Organizational Development for AIESEC, where he led teams and standardized processes for over 400 users.

Personality Overview

Candid & Clear

Impact-Driven

Decisive

They respond better to strong and respectful interactions.  More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same.

Topics They Care About

Financial Literacy
He frequently posts educational content, like his "Financial Route, " to help people understand and control their finances, from consumption patterns to investment.
Retirement Planning
He actively critiques over-reliance on standard pension funds (AFORE) and educates his network on creating personalized retirement strategies with private insurers.
Patrimonial Protection
His core focus is designing personalized strategies for individuals and businesses to protect their assets, minimize risk, and ensure financial continuity.

Media Appearances

Alan has no verified media appearances

Work History

5-2025
Consultor Financiero Certificado at Allianz
4-2025
Consultor en Seguros y Planeación Financiera at AXA
4-2025
Analista en Prevención de Daños y Seguridad Patrimonial at Quálitas Compañía de Seguros
11-2024
Gerente de desarrollo de negocio at GNP Seguros
6-2024
Agency Director & Founder at Ventura Servicios Financieros y de Seguros

Education

2015 - 2020
Grado en Ingeniería from Instituto Politécnico Nacional

More Information

Social Presence :

Prographics :

Exp : 6 Location : Mexico City, Mexico Job Level : Leadership Designation : Consultor Financiero Certificado at Allianz
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Insights For Selling To Alan Ventura

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Objectively showcase the impact that your product creates
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don't try too hard to forge relationships with them
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan Ventura is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Alan Ventura

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Alan Ventura move?

  • They can take decisions very fast if you manage to convince them.
  • Can Alan Ventura take some risk or not?

  • The risks don’t matter much to them.

You And Alan Ventura

Personality Compatibility


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