Karina Valdivia

Observer
DISC Type : ic

Funnel Leader en Seguros Digitales at BBVA

Mexico City Metropolitan Area

Overview

Karina Valdivia is a Digital Insurance Specialist at BBVA, serving as the Funnel Leader for Digital Insurance. She focuses on optimizing digital sales funnels by applying methodologies like Agile, Design Thinking, and UX/UI to enhance customer experience and conversion rates. She holds a certification in UX/UI and a diplomatura from Tecnológico de Monterrey.


Her expertise lies in applying Behavioral Economics to improve the conversion processes within digital insurance channels.

Personality Overview

Assertive

Curious

Example Seeker

They often ask many questions and rely heavily on information and documentation.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Digital Funnel Optimization
As a Funnel Leader, her primary responsibility is to analyze and increase the conversion of digital sales processes for insurance products at BBVA.
Applied Behavioral Economics
Utilizes principles of Behavioral Economics to enhance customer experience and improve the effectiveness of digital insurance funnels.
Customer Experience (UX/UI)
Focuses on improving the client journey in digital channels, holding a specific certification in UX/UI to support this.

Media Appearances

Karina has no verified media appearances

Work History

Funnel Leader en Seguros Digitales at BBVA
2-2014
Estrategias de Servicio y Procesos Integrales at BBVA Bancomer
8-2010 - 2-2014
Asesor de Estrategia Comercial at Grupo Financiero Banorte-IXE

Education

2019 - 2020
Diplomatura from Tecnológico de Monterrey
2019 - 2019
Certificación UX/UI from Mobile Studio

More Information

Social Presence :

Prographics :

Exp : 15 Location : Mexico City Metropolitan Area Job Level : Mid-senior Designation : Funnel Leader en Seguros Digitales at BBVA
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Insights For Selling To Karina

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karina is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Karina

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Karina move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Karina take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Karina

Personality Compatibility


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