Wagner Verlindo

Critic
DISC Type : C

Director - Customer Experience at EQI INVESTIMENTOS

Balneário Camboriú, Santa Catarina, Brazil

Overview

Com mais de uma década de experiência em liderança, Wagner Verlindo é o Head de Experiência do Cliente na EQI Investimentos, onde lidera a estratégia para mais de 100 mil clientes. Pessoas que trabalharam com ele o descrevem como "inteligente" e "proativo". Ele é bacharel pela UCS - Universidade de Caxias do Sul.

Fora de sua função principal, Wagner valoriza o poder da comunidade e dos relacionamentos de longo prazo. Há mais de seis anos, ele participa ativamente de uma "Confraria" de líderes, um projeto que ele ajudou a iniciar para estreitar laços profissionais e criar amizades verdadeiras.

Ele liderou a criação de um programa de indicação de clientes que gerou um impacto de R$ 1 bilhão para a empresa.

Personality Overview

Critic

Precise

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Client Experience Strategy
Como Head da área, ele é responsável por desenhar e executar a estratégia de CX, incluindo Customer Service, Marketing, Engagement e Atendimento Digital.
Sales Team Development
Possui vasta experiência na formação e gestão de equipes de vendas, tendo sido responsável por treinar mais de 200 assessores de investimentos.
Business Growth
Demonstra um foco claro em resultados, como evidenciado pelo sucesso do programa de indicação que gerou R$ 1 bilhão, conectando a experiência do cliente ao crescimento.

Media Appearances

Wagner has no verified media appearances

Work History

1-2025
Director - Customer Experience at EQI INVESTIMENTOS
6-2023 - 2-2025
Director - EQI Digital at EQI INVESTIMENTOS
11-2020 - 5-2023
Director - Investment Advisor Training Program at EQI INVESTIMENTOS
2-2020 - 11-2020
Channel Sales Manager at EQI INVESTIMENTOS
9-2019 - 2-2020
Sales Trainer at EQI INVESTIMENTOS

Education

2005 - 2013
Bacharel from UCS - University of Caxias do Sul

More Information

Social Presence :

Prographics :

Exp : 25 Location : Balneário Camboriú, Santa Catarina, Brazil Job Level : Mid-senior Designation : Director - Customer Experience at EQI INVESTIMENTOS
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Insights For Selling To Wagner

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • 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 Wagner is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Wagner

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Wagner move?

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

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

You And Wagner

Personality Compatibility


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