2000 - 2005
Bachelor of Science in Commerce Major in Management
Far Eastern University
More Info About Me
17 years of combined customer service experience with water utility, satellite, insurance companies, and a financial institution in the Philippines and the USA. Provided excellent customer service to our clients.
5+ years of solid sales experience as an insurance agent and exceeded the monthly, quarterly, and annual targets by at least 10-15%.
Over a year of experience with lead generation, cold calling, and appointment setting in the B2B market. Contributed above-target number of leads and closed sales that helped the company increase its revenue by more than 100% in less than 6 months.
A couple of years of experience in the Stock Market and Forex.
Other sales-related experiences include eCommerce platforms, social media marketing, wholesale, and retail distribution, and a real estate sub-agent.
My Skills and Competencies
Customer Service
Cold Calling
Telemarketing
Social Media
Amazon Product Research
Shopify
Sales
Certificates
My Experience and Education
January 2021
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April 2022
Renegade Insurance
(Outbound Sales Representative)
• Generated leads that were converted into sales with a 5-10% monthly increase resulting in outstanding team performance of 130% above the target that contributes 70 to 80% of the company’s monthly sales.
• Supported the team when the team lead is not around.
• Mentored my teammates who were not hitting the target and shared my best practices with them.
• Consistent Top Performer for Qualified Leads and Closed Sales.
Duties and Responsibilities:
COLD CALLING - contacting potential clients via email, SMS and phone call.
INFORMATION GATHERING - gathering the basic information of the potential
client in order for us to generate an accurate Trucking Insurance Quote.
APPOINTMENT SETTING - assigning the lead to the Insurance Producer for a
scheduled call back.
ACHIEVEMENTS:
- Consistent Top Performer in Qualified Leads
- Consistent Top Performer in Closed Sales
October 2018
-
September 2021
Sun Life of Canada Philippines Inc.
(Insurance Advisor)
• Helped people secure their families' future by getting life insurance and investments.
• Maintained an average of Php300,000 monthly premium sales for over a year resulting in a 110% increase in the team performance.
• Facilitated product training and mentoring sessions with the team.
• Conducted financial literacy training with a group of doctors, nurses, teachers, and firefighters from private companies and local government units.
• Organized multiple company events like team building, kick-off, and outreach programs.
• Macaulay Club Member (Yearly Award) – Enterprise Level
• Consistent Medallion Awardee (Quarterly Award) - Enterprise Level
• Consistent Fast Track Qualifier (Monthly Award) - Enterprise Level
• Consistent monthly Top Performer – Unit, Sales Team, and Branch Level
Duties and Responsibilities:
PROSPECTING – Listing down friends, family, relatives, and colleagues who need investments, life insurance, and health insurance.
SETTING APPOINTMENT – Contact prospective clients for a meeting preferably online (due to COVID 19) or face-to-face presentation.
BUILDING RAPPORT – Knowing the client’s work, marital status, how many kids, and why they want an insurance policy.
NEEDS ANALYSIS – Identifying the needs and wants of the client. Encouraging the client to open up for us to be able to pinpoint areas where he needs our help.
SOLUTION PRESENTATION – Presenting a financial product that solves the needs of the client such as life insurance, savings program, health insurance, retirement program, etc.
ANNUAL REVIEWS – Regularly provide continuous after-sales service to maintain a good relationship, keep their insurance policies in force, and get new client referrals and repeat business.
April 2013
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August 2019
JP Morgan Chase Bank
(Financial Service Advisor (Auto Finance) Branch and Dealer Support)
• Developed and maintained a good professional relationship with clients. Prepared comprehensive plans for all clients and assisted the clients to achieve all objectives and targets.
• Prepared power of Attorney for the Dealership and clients.
• Analyzed financial requirements of clients and recommend solutions for the same. Approved insurance endorsements.
• Helped the Branch Employees, Dealer and Clients locate their Vehicle Titles and sent Lien Release.
• Facilitated some of the training sessions for Customer Satisfaction.
• Facilitated some of the training sessions for Online Banking.
• Organized and hosted company events and town halls.
• Overall, Team POC.
My Services
Sales and Marketing
Lead Generation, Appointment Setting, Telemarketing, Cold Calling, Social Media, E-commerce, and Email Marketing.
Testimonials
Jessica Acosta
Russ was wonderful to work with. He was very responsive, which was helpful because I had a few requests with tight deadlines and he met them with no problem. He is a great communicator, checks in regularly and took the initiative to ensure that any tasks I needed were taken care of.
He was great at following instructions and completed the job successfully with little guidance.
It was a pleasure to communicate with Russ, he's a professional and very cooperative. I got a lot of insights and would love to work with Russ in the future for sure.
Russ was very professional and easy to work with. The work he delivered was organized, insightful and delivered on time, and his communication throughout the whole job was very good.