ELOISA DELOS REYES
Las Pinas, Metro Manila,00
Summary
Dynamic leader with a proven track record at Allianz PNB Life Insurance Inc., adept in sales management and fostering teamwork. Excelled in driving business growth, enhancing team productivity through strategic mentorship, and strengthening client relationships. Skilled in negotiation and customer service, consistently achieving significant sales targets and promoting team development.
Overview
39
39
years of professional experience
Work History
Regional Business Manager
Allianz PNB Life Insurance Inc.
02.2018 - 10.2024
- Drove year-over-year business growth while leading a Region in Bancassurance Channel.
- Designed strategies which boosted productivity of sales team and bank partners.
- Mentored Sales Managers and Financial Advisors in sales techniques, negotiation skills, territory planning, time management, among other relevant topics.
- Established effective communication channels between Allianz PNB Life and PNB to increase sales and productivity.
- Managed a high-performing team of sales representatives, providing coaching, training, and performance evaluations.
Financial Advisor
AIA- Philamlife
10.2016 - 02.2018
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Sales Manager
Allianz PNB Life Insurance Inc.
03.2005 - 10.2013
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Provided ongoing training and mentorship sales team, fostering professional development and career growth.
- Recruited top talent for the sales team, contributing to a high-performing work environment.
- Increased sales force productivity by introducing sales automation tools and streamlining administrative tasks.
Group Account Manager
Insular Life
03.1986 - 10.2013
- Negotiated contracts with group clients, securing favorable terms and conditions for both parties.
- Helped clients' achieve goals with proactive management of available resources and deep understanding of employee benefits.
- Assisted in the onboarding process for new clients, facilitating smooth transitions from previous account managers or agencies when necessary.
- Developed strong relationships with existing group Clients to ensure seamless delivery of services.
- Enhanced client satisfaction by effectively managing multiple accounts and addressing their unique needs.
- Led portfolio of client partnerships using consultative, forward-thinking approach.
Education
Bachelor of Science - Accounting And Finance
Polytechnic University of The Philippines
Santa Mesa, Metro Manila, Philippines10-1985
Skills
- Sales management
- Teamwork
- Teamwork and collaboration
- Customer service
- Time management
- Team leadership
- Adaptability and flexibility
- Verbal and written communication
- Team building
- Recruitment and hiring
Timeline
Regional Business Manager
Allianz PNB Life Insurance Inc.
02.2018 - 10.2024
Financial Advisor
AIA- Philamlife
10.2016 - 02.2018
Sales Manager
Allianz PNB Life Insurance Inc.
03.2005 - 10.2013
Group Account Manager
Insular Life
03.1986 - 10.2013
Bachelor of Science - Accounting And Finance
Polytechnic University of The Philippines
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