Rodrigo Monteiro de Barros

Critic
DISC Type : C

Diretor Executivo de Vida, Previdência e Capitalização at Zurich Brasil Seguros

São Paulo, São Paulo, Brazil

Overview

Rodrigo Monteiro de Barros is the Executive Director of Life, Pension, and Capitalization at Zurich Brasil Seguros. His career spans leadership in strategy, marketing, and digital channels at Zurich, along with extensive experience in the financial markets at Banco Santander. He is an alumnus of USP and holds an MBA from Ibmec.

He demonstrates a strong commitment to social causes, actively supporting Zurichs partnership with the Américas Amigas organization for breast cancer awareness. This initiative aligns his professional responsibilities with a dedication to community health and prevention, reflecting a desire to create a positive societal impact through corporate channels.

Known for having a strong credit and risk background, he is a key advocate for industry-wide innovation through initiatives like the Zurich Innovation Championship.

Personality Overview

Information Seeker

ROI Driven

Precise

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Insurance Innovation
Actively leads Zurich's engagement with startups through the Zurich Innovation Championship to discover new ideas and technologies for the insurance sector.
Corporate Social Responsibility
Passionate about connecting insurance products to relevant social causes, such as the partnership with Américas Amigas for the "Outubro Rosa" campaign.
Life & Pension Markets
As his core area of executive responsibility, he is focused on developing and managing life, pension, and capitalization products for the Brazilian market.

Media Appearances

Rodrigo has no verified media appearances

Work History

10-2021
Diretor Executivo de Vida, Previdência e Capitalização at Zurich Brasil Seguros
3-2017 - 9-2021
Diretor de Estratégia, Marketing e Canais Digitais at Zurich Brasil Seguros
11-2012 - 10-2016
Executive Superintendent - Mortgage Portfolio at Banco Santander
1-2012 - 11-2012
Executive Superintendent - Cards Division at Banco Santander
4-2010 - 11-2012
Superintendent - Cards Division at Banco Santander

Education

Bachelor's degree from USP - Universidade de São Paulo
2004 - 2005
Senior Executive MBA - ABN Amro Brasil from Ibmec

More Information

Social Presence :

Prographics :

Exp : 18 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Diretor Executivo de Vida, Previdência e Capitalização at Zurich Brasil Seguros
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Insights For Selling To Rodrigo

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rodrigo is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Rodrigo

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Rodrigo move?

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

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

You And Rodrigo

Personality Compatibility


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