Bachelor of Arts, Major in Filipino
Mindanao State University- Gensan
A highly motivated, enthusiastic individual with more than fifteen years of solid experience in People Management and Sales Marketing in the insurance and banking industry. Skilled in Management, Team Planning, Organizational Skills, Performance Management, Data Analysis, Strategic Planning, Event Planning, Customer Service and Sales Management. Passionate about people and life. I take pride in delivering top quality service at all times, using my amiable nature and positive attitude. A proactive leader who can go down to the details to make things happen and deliver great value to the stakeholders.
Mindanao State University- Gensan
*Conduct research, collect, manage data and databases, and develop the data and result into a format easily representable to other employees, investors, and other researchers
*Assess & determine the items in the photo, provide pricing in each of the item in the photo. Provide comprehensive Inventory Report.
• Bancassurance Sales Executive Management
• Training, coaching, mentoring & assessment of Bancassurance Sales Executives
• Relationship Management with our banking partner
• Reporting, planning & administration- including budget & management information
• Market Analysis
• Conducts mini-coffee talk, mini-client forum & area briefing.
• Establishes, maintains and grows relationships with the bank’s Area Business Director and other key bank employees and ensures regular contact and communications through the conduct of regular meetings and other means to support the achievement of the area production target
• Disciplines erring staff in matters that relate to compliance, code of conduct and market conduct
• Provides feedback to the training department with regards to the training needs of the BSEs and Bank Staff in assigned area
• Manages the calendar of activities of assigned area, which includes new BSE assessment, BSE revalida, teambuilding, and related bank activities
• Prepares required consolidated reports for management both internal and external (bank partner)
• Receives, collates and endorses BSE reports (ex. DTRs, DARs, WARs etc)
• Develops sales strategies to improve productivity and conversion
• Assures delivery of quality service at all client contact points, including managing complaints
• Attends Division Meetings facilitated by the Division Manager, conduct Business Review presentation Divison Manager, National Sales Head & AIA Consultant
• Solicits new business, cross-sells and up-sells identified PELAC products to the bank’s customer base
• Establishes, maintains and grows relationships with bank partner
• Establishes, maintains and grows relationships with prospective and existing clientele
• Performs customer service and business conservation activities
• Handles activity reporting, planning and administration
• Conducts market analysis activities, which include activities such as branch / client profiling and survey on competitor products
• Attends weekly meeting with Business Managers/Regional Managers and branch monthly meetings for production updates and marketing campaigns
• Conceptualized internal marketing promos in order to heighten the sales growth.
• Do reports with regards to sales performance on a daily/weekly/monthly basis.
• Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation.
• Verifies assets and liabilities by comparing items to documentation.
• Completes audit, workpapers by documenting audit tests and findings in all branches covered (Local & Regional).
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