Bancassurance Sales Officer - RCBC – Sun Life Grepa Financial, Inc. - Makati City, Philippines
(2025-10 - 2026-05)
- Promote and sell insurance products with investments to valued clients of a certain bank
- Engaged with customers to better understand their needs and deliver excellent service.
- Maximize customer engagement and satisfaction by delivering excellent customer service.
- Identified issues, analyzed information and provided solutions to problems.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
- Collaborated with team members to achieve given targets and quotas.
Marketing Consultant - Alveo Land Corporation - Taguig City, Philippines
(2024-11 - 2025-09)
- Developing tailored marketing plans across both online and offline platforms to consistently attract prospective premium buyers.
- Executing digital marketing initiatives, including social media lead generation, targeted Facebook ads, and creating video content to showcase luxury portfolios.
- Manning marketing booths in upscale commercial hubs, shopping malls, and specialized corporate events to capture foot traffic.
- Participating in international roadshows and local property previews to source global and high-net-worth real estate investors.
- Focuses on client acquisition, brand representation, and high-value real estate sales.
Bancassurance Sales Executive - BPI AIA Life Assurance Corporation - Makati City, Philippines
(2022-09 - 2024-10)
- Sell insurance products (life, health, or general insurance) to the bank's existing customers.
- Pitch insurance products to bank customers who walk into the branch or are referred by bank staff.
- Reach out to existing bank account holders via phone to introduce insurance policies.
- Analyze customer profiles to offer relevant insurance products that complement their existing banking setup.
- Meet or exceed monthly and annual insurance sales quotas set by the company.
Management Trainee - Duty Free Philippines Gourdo's Inc. - Parañaque City, Philippines
(2015-03 - 2017-07)
- To assist and help my managers and other higher officers in daily tasks
- Handling daily tasks like serving customers, managing inventory, tracking sales numbers, and resolving complaints.
- Attending lectures, taking evaluations, and completing coursework tied to the program
- Collaborating on projects, tracking progress, and helping motivate team members
- To acquire all the knowledge for future management in the office and even in the store
Account Supervisor - Luzon Ram Cycles, Inc. - Province of Laguna, Philippines
(2010-05 - 2015-01)
- Managed portfolio of key accounts, fostering long – term relationships to secure client loyalty and repeat business.
- Negotiated contracts with new and existing clients, maximizing profile margins and sales revenue.
- Developed and implemented strategic sales plans to achieve targets and expand customer base.
- Proposed and helped implement new and innovative strategies to meet and exceed department's profit and revenue targets
- Coordinated with cross –functional teams to ensure timely delivery of products and services to clients.
- Prepared detailed sales reports and inventories for management review, highlighting achievements and outlining future sales strategies.
