Results-driven sales and team management professional
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Results-driven sales and team management professional with over 10 years of experience in insurance and healthcare industries. Skilled in bancassurance, team leadership, customer engagement, and social media promotion. Demonstrates a strong ability to identify client needs, provide tailored solutions, and drive business growth. Passionate about delivering exceptional service and achieving targets.
Licensed Bancassurance Sales Officer - Sun Life Grepa Financial – RCBC
(2023-05 - 2026-02)
ROW Officer - Primus @ Knowledge Inc.
(2022-01 - 2023-03)
Agency Partner - Allianz PNB Life
(2020-10 - 2021-12)
Conducted comprehensive client consultations to assess income, expenses, insurance coverage, financial goals, tax status, and risk tolerance in order to develop personalized financial plans. Provided expert financial advice and addressed client inquiries regarding strategies and plan implementation.
Agency Manager - CareHealth Plus Systems International, Inc.
(2017 - 2019)