Juan Manuel Muñoz Montes de Oca

Questioner
DISC Type : c

Director de Retargeting y Estrategia Comercial at BBVA en México

Naucalpan de Juárez, México, Mexico

Overview

Juan Manuel is a Director at BBVA Seguros, specializing in commercial and retargeting strategies for insurance products. His career includes leadership roles at BBVA and Banco Santander, where he has focused on managing a wide array of distribution channels, including branch networks, digital platforms, and telemarketing.

He is passionate about mentorship and finds the experience of guiding mentees toward their goals to be deeply enriching and invaluable. He values the ability to positively impact the professional development of others by transmitting his knowledge and experience.

Juan Manuel believes the opportunity to positively influence someones development is one of the most rewarding aspects of his career.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Omnichannel Distribution
His roles at BBVA involved commercializing insurance across a vast network of channels, from physical bank branches and ATMs to digital web/app platforms and telemarketing.
Bancassurance Strategy
His career is centered on leading the commercialization of insurance products through banking channels at major institutions like BBVA and Santander.
Professional Mentorship
He publicly expressed that being a mentor is an enriching experience and that positively impacting the development of others is invaluable to him.

Media Appearances

Juan has no verified media appearances

Work History

10-2023
Director de Retargeting y Estrategia Comercial at BBVA en México
6-2013
Director Comercial de Canales de Distribucion at BBVA en México
2-1997 - 6-2013
Director Canales Alternos at Banco Santander
DIRECTOR CANALES at Banco Santander
Seguros at Seguros

Education

Education details unavailable from .

More Information

Social Presence :

Prographics :

Exp : 28 Location : Naucalpan de Juárez, México, Mexico Job Level : Mid-senior Designation : Director de Retargeting y Estrategia Comercial at BBVA en México
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Insights For Selling To Juan Manuel

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan Manuel is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Juan Manuel

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Juan Manuel move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Juan Manuel take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Juan Manuel

Personality Compatibility


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