Rocio Tapia, CFP®

Critic
DISC Type : C

Growth & Development Director at Northwestern Mutual

San Francisco Bay Area, United States

Overview

Rocio is a Growth & Development Director and Financial Advisor at Northwestern Mutual, where she has worked since 2008. A San José State University alumna, she specializes in comprehensive financial planning for professionals and has been recognized by Forbes as a top financial security professional.

Born in Mexico and raised in the Bay Area, Rocio lives in Redwood City with her husband and two children. She is passionate about international travel, having recently visited Thailand, Iceland, and the Philippines. She is also active in her community with the Peninsula Latina Giving Circle.

Unique fact: Rocio loves exploring the world with her family and has traveled to numerous international locations, including Costa Rica, Denmark, and Thailand.

Personality Overview

Objective Thinker

ROI Driven

Information Seeker

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Financial Wellness
Her professional mission is to empower trailblazing professionals to achieve financial confidence and security through comprehensive planning.
Advisor Development
As a Growth & Development Director, she is responsible for helping new financial advisors develop and build their careers at Northwestern Mutual.
International Travel
She loves seeing the world with her family and has recently traveled to Costa Rica, Denmark, Thailand, Iceland, and the Philippines.

Media Appearances

Rocio has no verified media appearances

Work History

6-2008
Growth & Development Director at Northwestern Mutual
5-2004 - 2-2008
Sales & Service Specialist at Bank of America

Education

2020 - 2021
CERTIFIED FINANCIAL PLANNER™ from UC Berkeley Extension
2004 - 2008
Business Finance from San José State University

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Growth & Development Director at Northwestern Mutual
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Insights For Selling To Rocio

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rocio is

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

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

Insights For Deal Planning

    How fast (or slow) will Rocio move?

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

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

You And Rocio

Personality Compatibility


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