Rodrigo Chávez Monzón

Questioner
DISC Type : c

Head Comercial y Servicio at Aterna

Mexico City, Mexico

Overview

Rodrigo is a Commercial Director with over 21 years of experience in developing and growing insurance products for global companies like AXA, Metlife, Chubb, and Bupa. He excels in optimizing acquisition, business development, and post-sale operations.

He is dedicated to building and strengthening strategic business relationships, focusing on financial institutions and alliances. Rodrigo also completed a Diploma in Negotiation at IPADE Business School.

Rodrigo has extensive experience in microinsurance and mass-market insurance products.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

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

Topics They Care About

Insurance Product Development
With over two decades of experience, Rodrigo has led the development and commercial growth of various insurance products for global companies.
New Business Development
His career highlights include directing strategies for optimizing acquisition and business development to exceed profitability objectives.
Strategic Partnerships
Rodrigo specializes in building and strengthening business relationships and strategic partners to increase the commercial value of products.

Media Appearances

Rodrigo has no verified media appearances

Work History

1-2024
Head Comercial y Servicio at Aterna
3-2022
Director Microseguros y Masivos at Interprotección
5-2019 - 9-2020
Commercial Director at Coface
7-2015 - 9-2017
Business Unit Director LATAM | Insurance Travel at Bupa
6-2013 - 7-2015
Deputy Director Multiline at Chubb

Education

Diploma in Negotiation from IPADE Business School
2014 - 2014
Diploma in Leadership Essentials from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 16 Location : Mexico City, Mexico Job Level : Mid-senior Designation : Head Comercial y Servicio at Aterna
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Insights For Selling To Rodrigo

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • 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

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 Rodrigo 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 Rodrigo

  • 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 Rodrigo move?

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

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Rodrigo

Personality Compatibility


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