Christian Legaspi

Experienced professional with a diverse background spanning life insurance, law, business development, sales, leader development, training, and retail bank sales. Demonstrated ability to excel in various industries and adapt quickly to new environments. Proven track record of driving growth through strategic initiatives and cultivating strong client relationships. Adept at identifying opportunities for process improvement and implementing effective solutions. Committed to delivering exceptional results and exceeding expectations in every endeavor.

• Project-Head: Agency Roll Out of Life Smart Product (April 2016): Once headed the Agency roll-out of Philam Life’s newest Term Life Insurance back then called Life Smart where I provided for the product training modules, train-the-trainer schedules nationwide, and monitoring of roll-out to the company’s agency force among others for the successful launch of the product to the agency force and the market.

• Second-Best Trainer for Philam Life (December 2015): Awarded as the second-best Advisor Trainer of Philam Life for Agency operations based on KPI achievement.

• Fellow of Life Management Institute (FLMI), 05/01/15, 06/01/19, Life Office Management Institute
• Certified Investment Solicitor (CIS), 11/01/15, Securities and Exchange Commission
• Licensure Professional Teacher (LPT), 11/01/11, Professional Regulation Commission

• Rotary Club Philippines, 09/01/24 to Present
• The Fraternal Order of Eagles - Philippines, 10/01/23 to Present

• LIMRA, Trustworthy Selling Facilitator Certification (August 2022): Trustworthy program is designed to help financial professionals succeed through improve connections with understanding buyer psychology and behavioral economics, adapt selling style to maximize communication flexibility, and integrate the habits and peak performance psychology of top performers among others.

• GAMA, Essentials of Leadership and Management (November 2020): A learning program for Agency leaders in the insurance and financial services industry to develop, improve, and present a business plan to include a vision for their organization, recruiting and selection plans, training and supervisory models, and other systems and processes introduced throughout the course

• Life Office Management Association, (May 2015 to June 2019): A learning program designed for professionals in the insurance and financial services industry worldwide to improve their management and operations through quality employee development, research, information sharing, and related products and services.

• Life Insurance Agents Trainers Accreditation Course (October 2017): A one day training program designed for trainers in the life insurance industry to further improve their skills in the facilitation of life insurance training programs for licensing and sales process.

• AIA Thailand (March 2016): A three (3) day conference that was attended by select trainers of the AIA group teaching them the Six Disciplines of a business and process-driven approach that complements and extends instructional design systems in order to determine the rigor and thoroughness needed to extract maximum value from training and development.

• Citibank N.A. (October 2012 to May 2013): A 6-month training program created to teach Sales Officers of Citibank’s leadership values, mentoring and coaching practices, planning and control practices methods.

• Atty. Juan Sotero Roman, Chief Legal and Compliance Officer, Data Protection and Anti Money Laundering Officer, FWD Life, Taguig City, 0917-5750888

• Atty. Jordan Z. Bernardo, Head of Legal Office, FWD Life, Taguig City, 0917-8328245

• Mr. Dave Silayan, Vice President, Head of Agency Distribution and Channel Management, Maxilife Insurance, Makati City, 0927-6632425

• Mr. Mervin Medrano, Head of Sales Development, Generali Insurance, Makati City, 0918-9928657

Rotary Club - Philippines (September 2024 - Present)

The Fraternal Order of Eagles - Philippines (October 2023 - Present)

Fellow of Life Management Institute (FLMI)