Jorge Luna

Inquirer
DISC Type : cd

Comercial Banca Mifel at Banca Mifel

Mexico City, Mexico

Overview

Jorge Luna is a commercial leader with 25 years of experience in Mexicos financial and insurance sectors. An expert in B2B and B2C sales, he specializes in developing new channels and managing the full lifecycle of affinity and benefit programs, drawing on his education in Communication Sciences.

He recently earned a specialized Insurance Diploma issued by Mexicos Ministry of Finance (SHCP) and the National Commission for the Protection and Defense of Users of Financial Services (CONDUSEF).

Personality Overview

Upfront

Hard To Convince

Judgemental

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

Topics They Care About

Bancassurance Strategy
His career is centered on leading commercial insurance programs within banking environments, designing and executing annual plans for multi-line insurance products.
B2B Business Development
Described as a 'Hunter, ' he has extensive experience in prospecting, consultative selling, and closing deals with C-level executives for financial and insurance products.
New Channel Activation
He is responsible for opening and managing diverse sales channels, including digital (Google Ads, social media), direct sales, and intermediaries.

Media Appearances

Jorge has no verified media appearances

Work History

1-2020
Comercial Banca Mifel at Banca Mifel
6-2011 - 2-2019
Gerente de canales de venta y mercadotecnia at Don Juan Micro-Seguros y Asistencias
6-2011 - 1-2019
Gerente comercial y mercadotecnia at FinComún, Servicios Financieros Comunitarios

Education

5-2025 - 7-2025
Diplomado from Hacienda Secretaría de Hacienda y Crédito Público y CONDUSEF
1996 - 2000
Ciencias de la Comunicación from Universidad del Valle de México

More Information

Social Presence :

Prographics :

Exp : 13 Location : Mexico City, Mexico Job Level : N/A Designation : Comercial Banca Mifel at Banca Mifel
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Insights For Selling To Jorge

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Jorge

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jorge move?

  • Their decision making speed is somewhere in the middle.
  • Can Jorge take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Jorge

Personality Compatibility


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