Leonardo Montalvo

Critic
DISC Type : C

Gerente Comercial B&D at AXA

Nuevo León, Mexico

Overview

Leonardo is a Commercial Regional Manager at AXA with a strong background in the insurance and financial sectors. A double graduate from Tecnológico de Monterrey, he excels in developing commercial teams through strategic training programs, incentive campaigns, and process improvement initiatives.

His diverse background includes public service, where he coordinated and supervised electoral processes for the State Electoral Commission of Nuevo León.

Personality Overview

Critic

Precise

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others.

Topics They Care About

Sales Team Development
He has extensive experience creating training programs, both e-learning and in-person, and designing incentive campaigns to motivate commercial teams.
Process Improvement
In a previous role, he was responsible for the continuous audit and improvement of operational processes and information systems.
Organizational Culture
His past responsibilities have included managing organizational climate, internal communication, and personnel development to support business goals.

Media Appearances

Leonardo has no verified media appearances

Work History

9-2023
Gerente Comercial B&D at AXA
3-2017 - 9-2022
Gerente Comercial Territorial Norte Banca Seguros at AFIRME Grupo Financiero
10-2012 - 3-2017
Coordinador de Banca Seguros at AFIRME Grupo Financiero
6-2011 - 10-2012
Coordinador de organización y estadística electoral at Comision Estatal Electoral de Nuevo Leon
4-2008 - 11-2010
Coordinador Operativo at Banorte Generali

Education

2014 - 2015
Master's degree from Tecnológico de Monterrey
2000 - 2004
Licentiate degree from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 16 Location : Nuevo León, Mexico Job Level : N/A Designation : Gerente Comercial B&D at AXA
URL has been copied!

Insights For Selling To Leonardo

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leonardo is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Leonardo

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Leonardo move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Leonardo take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Leonardo

Personality Compatibility


Other AXA Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.