José Eduardo Zavala

Captain
DISC Type : SD

Director fundador at JEZ Consultores

León, Mexico Metropolitan Area

Overview

José Eduardo Zavala is the Founder and Director of JEZ Consultores, where he develops financial strategies for savings and planning. With over nine years in the insurance sector and fourteen in finance, he specializes in retirement strategies and wealth protection. He holds a degree in administration from the Instituto Tecnologico de Leon.

He is passionate about training and developing new talent for the insurance sector, actively helping people to start their own careers as agents.

Personality Overview

Planner & Achiever

Output-Driven

Consummate Professional

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. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Retirement Strategies
He specializes in retirement strategies, frequently advising clients on Personal Retirement Plans (PPR) and their tax benefits.
Insurance Entrepreneurship
A core part of his professional mission is helping new professionals launch their own careers within the insurance industry.
Talent Development
His work involves training and developing new insurance agents, building talent for the sector through his consultancy.

Media Appearances

José has no verified media appearances

Work History

6-2016
Director fundador at JEZ Consultores
8-2023
Promotor de Seguros at Insignia Life
6-2023
Agente de seguros at Insignia Life
9-2024
Agente de seguros at HDI Seguros México
8-2022
Agente de seguros de vida at MetLife México

Education

2006 - 2012
Lic en administracion from Instituto tecnologico de leon

More Information

Social Presence :

Prographics :

Exp : 9 Location : León, Mexico Metropolitan Area Job Level : Mid-senior Designation : Director fundador at JEZ Consultores
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Insights For Selling To José Eduardo

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with José Eduardo 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 José Eduardo

  • 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 José Eduardo move?

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

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

You And José Eduardo

Personality Compatibility


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