HealthCare Sales Supervisor at Kwik Insure Brokerage Inc (2024-08 – Present)
- Oversees team of healthcare advisors activity.
- Ensuring high customer service experience standard fron acquiring a sales to 1st usage.
- Interviews potential candidates for sales healthcare advisory role.
- Provides coaching and training regularly to sharpen advisor skills and alignment of knowledge towards daily tasks and clients inquiries.
- Performance monitoring: track analyze and reports including KPIs such as call ratio, performance on chats and availability.
- Strategizing market trends for competitors activity to maintain high visibility.
Sales Manager at The Insular Life Assurance Company, Ltd. (2024-02 – 2024-07)
- Responsible for recruiting, training and mentoring of advisors.
- Developing sales strategies to hit branch and district targets.
- Oversee major accounts and assist advisors in closing high-value policies or financial plans.
- Joint field work to evaluate advisors performance and provide continuous coaching.
- Analyzes sales trends and devise initiatives to grow the business and increase customer retention.
Technical Support Specialist at Valor Global PH (2023-10 – 2024-04)
- Works with Home Security clients particularly ADT US.
- Understand customer's situation and recognize the customers needs.
- Maintain a high level of service and confidentiality.
- Provide quality service that will exceed customer expectations.
- Accurately document customer interactions within the appropriate systems.
Sales Manager at AXA Philippines Inc. (2022-10 – 2024-02)
- Develop markets for sales units and identify growth opportunities.
- Streghthen sales units through recruitment and support.
- Provide guidance, coaching and feedback to improve sales strategies and production.
- Cultivate strong relationships with sales agency force
- Conduct workshops, coaching sessions or events for provincial advisors and clients.
Banccassurance Sales Officer at SunLife Grepa Financial Inc (2021-06 – 2022-10)
- Undertakes financial planning interviews using structured presentation processes and find fact materials.
- Analyzes, prepares reports and presents findings with recommendation for SLGFI products. Answers questions and overcome objections.
- Complete application forms and attends to underwriting requirements.
- Provides after-sales services: policy delivery and explanation, attends the queries and problems.
- Compiles production and activity reports. Develops and maintains sound relationships with bank branch personnel.
- Generates referral for the bank from fact finding interviews
Senior Financial Solutions Advisor at EastWest Ageas Life Insurance Corp. (2016-05 – 2021-05)
- Process application of life insurance.
- Face to face with prospect clients.
- Follow up calls for leads given by the bank.
- Report to Area Manager all the production of the bank regarding life insurance.
- Monitoring of banks productivity.
- Acts as officer in charge in the whole division.
- Perform other job-related duties as assigned.
Control Staff at Abenson Ventures Inc (2015-11 – 2016-04)
- Handle incoming and outgoing delivery of appliances to the depot/warehouse.
- Responsible for proper handling of every branch concern.
- Answer telephone calls and responds to inquiries.
- Monitoring of stocks availability.
- Direct reporting to Warehouse Manager.
Brand Ambassador at Appco Group Asia (2015-05 – 2015-10)
- Raising funds for Unicef PH.
- Doing business to business presentation to raise funds.
Intern at MediCard Philippines Inc. (2014-04 – 2014-06)
- Pulling of records for patient clients.
- Manages filling in records department.
