Insurance professionals interested in sales, business issues & best practices for bancassurance
Highlights
En Latinoamérica cumplimos un año de la llegada de la pandemia, y con ello, transformaciones en los sistemas de distribución. Acompáñenos en esta conversación con dos altos ejecutivos de compañías líder en la región, quienes compartirán sus experiencias sobre cómo están prospectando y llegando a nuevos clientes en medio un cierre intermitente de sucursales bancarias; sobre los desafíos, las oportunidades y soluciones de gestión (remota), big data, implementaciones de IA e iniciativas de integración con los bancos; impactos de las InsurTech en la industria y más.
Complementaremos la sesión con datos de LIMRA y preguntas y respuestas de la audiencia, ¡no se lo pierda!
This session will be presented in Spanish.
This event will take place at the following time:
9:00 am (UTC-6 hours): Costa Rica, El Salvador, Guatemala, Honduras, México, Nicaragua
10:00 am EST (UTC-5 hours): Colombia, Ecuador, Panama, Peru
11:00 am (UTC-4 hours): Bolivia, Puerto Rico, República Dominicana, Venezuela
12:00 pm (UTC-3 hours): Argentina, Brasil, Chile, Paraguay, Uruguay
Member Development Director, Mexico, LIMRA and LOMA
For more than 25 years, Carlos has worked for in the insurance and banking sectors in several positions as officer in various insurance companies; most recently as director of AXA Corporate University leading a new distribution channel, overseeing 300 direct agents in two different cities.
He was Risk Management Director in Grupo Financiero Promex Finamex, and prior to this, he was an insurance agent for Grupo Nacional Provincial, holding important positions in sales and attending Conventions every year.
He served as co-Chair of AMIS´ Distribution Channels Committee, participated as a spokesperson promoting an insurance culture in national media in programs such as Fernanda Familiar, was a columnist for Forbes Magazine and was on TV for more than 2 years in Excelsior TV with journalist Rodrigo Pacheco.
Academically, Carlos has a degree in Business Administration from La Salle University, a degree in Psychology from the University of the Valley of Mexico, a Master´s Degree in Clinical Psychology and a Ph.D. in Neuropsychoanalysis from the Intercontinental University.
Actualmente Vicepresidente de Seguros en Sura Colombia desde hace 5 años, con 23 años en el sector asegurador. La educación, certificación y otras afiliaciones de Carlos incluyen un MBA del Inalde - Bogotá, Programa de alta Gerencia del INCAE Costa Rica, Coach ontológico Newfield Consulting Rafael Echeverria, Gerencia de Seguridad Social en salud (CES _EAFIT) y Medico cirujano Universidad CES.
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