Guilherme Coelho

Activist
DISC Type : Cd

Head Atuarial e Produtos at CNP Seguradora

São Paulo, São Paulo, Brazil

Overview

Guilherme Coelho is a seasoned actuary and economist with over 10 years of experience, currently serving as the Head of Actuarial and Products at a multinational insurer. He specializes in M&A, IFRS 17, financial modeling, and product development, holding an Executive MBA in Insurance Business.

He believes the combination of insurance (protection) and consortiums (realization) forms a powerful tool for building a solid financial future.

Personality Overview

Logical And Quick

Observative

Perfectionist

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

Holistic Financial Planning
Advocates for combining insurance and consortiums, viewing them as complementary products that balance protection with achieving long-term goals for both families and businesses.
Insurance Sector M&A
Possesses deep experience leading high-impact projects in M&A, including valuations of joint ventures and corporate restructuring within the insurance industry.
IFRS 17 Implementation
A technical expert who has been a protagonist in developing and implementing projection models for the IFRS 17 standard.

Media Appearances

Guilherme has no verified media appearances

Work History

4-2024
Head Atuarial e Produtos at CNP Seguradora
4-2021
Gerente atuarial at CNP Seguros Holding Brasil
10-2019 - 4-2021
Atuário Sênior at CNP Seguros Holding Brasil
6-2018 - 10-2019
Atuário Pleno at CNP Seguros Holding Brasil
5-2016 - 6-2018
Atuário Júnior at CNP Seguros Holding Brasil

Education

2018 - 2019
MBA Executivo em Negócios de Seguros from ENS-Escola de Negócios e Seguros
2017 - 2019
Economia from UDF Centro Universitário

More Information

Social Presence :

Prographics :

Exp : 10 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Head Atuarial e Produtos at CNP Seguradora
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Insights For Selling To Guilherme

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Guilherme is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Guilherme

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Guilherme move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Guilherme take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Guilherme

Personality Compatibility


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