I am a hardworking person and my goal is to earn for a better future. I have worked immediately after graduating college and I have been in the sales and insurance industry for 4 years now and currently in a managerial position since June 2023. I am experienced in sales, presentations, client engagement, building rapport, handling people and marketing. With my work ethics, I believe I can work under pressure, flexible, easy to learn, adaptable to changes, driven, passionate and always eager to learn and grow.
De La Salle University - Dasmarinas
Carry out continuous lead generation activities
Trained to excel in the art of putting the customer first
Set appointments, whether over the phone or face-to-face.
Conduct financial needs analysis and recommend customized solutions.
Prepare documents of customers and submit applications.
Strengthen customer relationship through after sales servicing.
Equipped with technology-based tolls in customizing and presenting financial solutions to clients.
Maximization of social media platforms
Managing, supervising, and monitoring the progress of each Financial Specialist in the team.
Training Financial Specialist in conducting Financial Needs Analysis and making recommendations to prospects and consumers.
Enhancing and developing the skills and product knowledge of each Financial Specialist in the team.
Monitoring investment portfolios.
Achieving sales and recruitment targets.
Responsible for recruiting the best Financial Specialist to grow and build the team.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.