Arturo Mejía

Visionary
DISC Type : Ds

Comercial Ejecutive Elite en Allianz at Allianz

México, Mexico

Overview

Arturo Mejía is an Elite Commercial Executive and Financial Advisor at Allianz, with extensive experience from roles at American Express and BBVA. He specializes in providing personalized guidance on savings, investments, and wealth management. He holds a bachelors degree from Facultad de Estudios Superiores Acatlán.

Arturo is committed to democratizing finance by providing effective wealth management solutions to his clients.

Personality Overview

Fast But Thoughtful

Direct & Assertive

Early Adopter

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Financial Advisory
His career is centered on advising clients on financial products, including banking and insurance, to meet their specific savings and investment needs.
Wealth Management
He focuses on providing solutions for personal wealth management, helping clients build and protect their assets for the future.
Educational Savings
Actively promotes long-term savings plans specifically designed to help families fund their children's university education.

Media Appearances

Arturo has no verified media appearances

Work History

9-2024
Comercial Ejecutive Elite en Allianz at Allianz
9-2021 - 9-2024
Comercial Executive Elite en American Express at American Express
9-2016 - 8-2019
Asesor financiero at Seguros Monterrey New York Life
6-2012 - 7-2016
Especialista en banca personal at BBVA en México

Education

Licenciatura from Facultad de Estudios Superiores Acatlán

More Information

Social Presence :

Prographics :

Exp : 11 Location : México, Mexico Job Level : N/A Designation : Comercial Ejecutive Elite en Allianz at Allianz
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Insights For Selling To Arturo

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Arturo is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Arturo

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Arturo move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Arturo take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Arturo

Personality Compatibility


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