Genevive Mercurio
Licensed Financial Advisor
Quezon City,Metropolitan Manila
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
A track record of success in pharmaceutical and medical device sales and marketing operations with unquestionable sense of Commitment, Passion, Loyalty and Integrity, to help achieve corporate goals.
Overview
17
17
years of professional experience
7
7
years of post-secondary education
Work History
Licensed Financial Advisor
Insular Life Assurance Co. Ltd.
Quezon City
03.2008 - Current
- Developed comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.
- Assisted clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
- Consistently met or exceeded sales targets by effectively identifying and converting leads to clients.
- Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.
- Achieved high client satisfaction by providing personalized financial advice and investment strategies.
- Facilitated new client onboarding process and investment account setup.
- Helped clients make informed decisions about financial future.
Deputy Division Manager
FUJIFILM Philippines, Inc.
Taguig City
05.2015 - 09.2022
- Managed the Endoscopy, IVD and Ultrasound segments of the Medical Division, with 2 sales teams and 1 technical service team.
- Grew the Endoscopy business from P35.0M sales in 2015 to PhP280.0M in 2022.
- Demonstrated high level of initiative and creativity while tackling difficult tasks within the business unit.
- Initiated and Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Applied effective time management techniques to meet tight deadlines to satisfy various stakeholders.
- Close collaboration with regional and local stakeholders towards successful execution of sales and marketing activities.
- Managed budget allocation and resource utilization to maximize marketing ROI.
- Demonstrated leadership skills in managing projects from concept to completion.
- Managed product demonstrations and testimonials for performance evaluation.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Self-motivated, with a strong sense of personal responsibility.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Proven ability to learn quickly and adapt to new situations.
Business Unit Head
Takeda Philippines
Makati City
04.2014 - 03.2015
- Managed the sales and marketing teams of Business Unit 2 (Gastroenterology and Respiratory), while at the same time being Franchise Manager of the Gastro Division.
- Concurrently seated in the Leadership Team, providing insights and inputs, and participated in discussions and decisions on important issues.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
- Collaborated closely with senior executives on corporate strategy development, aligning business unit objectives with overall company vision and mission.
- Streamlined operations for efficiency and cost reduction, leading to increased profitability.
- Established clear performance metrics for team members that aligned with overarching company goals.
- Directed the successful execution of key projects or initiatives, ensuring deliverables were met on time and within budget.
- Coordinated product launches successfully, meeting targeted timelines and sales goals.
- Mentored team members for professional growth, fostering a positive work environment that encouraged collaboration and innovation.
- Guided the development of marketing campaigns that drove brand awareness and increased customer engagement.
Franchise Manager-Gastroenterology
Takeda Philippines
Makati City
04.2012 - 03.2015
- Worked closely with sales leaders to ensure effective communication and execution of marketing plans.
- Developed and implemented marketing strategies to use for launches, campaigns and promotions.
- Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
- Performed market segmentations, targeting and positioning for each product line.
- Recruited and hired capable team members to add value and diverse skills set to marketing department.
- Managed marketing budget and associated P&L to develop and execute marketing strategies, budgets and sales plans for business segments.
- Managed budget allocation and resource utilization to maximize marketing ROI.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Education
MBA - Marketing
Ateneo De Manila Graduate School
Makati City 06.1999 - 09.2002
Bachelor of Science - Foreign Service
Lyceum of The Philippines
Manila 06.1983 - 03.1987
Skills
Pharmaceutical and Medical Device Business expertise
Operations, Leadership and Management
Strategic planning
Lead prospecting
Budgeting and forecasting
Business to Business
Business to Government
Insurance Planning
Retirement planning
Portfolio Analysis
Financial Planning
Insurance sales
Sales and Marketing
Lead Generation
Effective Communication
Team Collaboration
Organizational Skills
Attention to Detail
Know Your Customer
Portfolio Management
Client Education
Accomplishments
- Consistent high performer and sales achiever in my stint as Medical Representative, earning the very first foreign trip incentive in 1988.
- From 1993-2002, I was given the opportunity to handle various products from different therapeutic classes, hence broadening my understanding and enhancing product management skills in each treatment category.
- From 2002 to 2012, as Product Manager for a PPI brand, my team consistently achieved product sales targets and increased market share for 10 consecutive years.
- A successful shift from the pharmaceutical industry to the medical device business from 2015 to 2022; This gave me a broader perspective into different business cycles including B2B, B2G and establishing relevant and successful partnerships and effective dealership management.
Timeline
Deputy Division Manager
FUJIFILM Philippines, Inc.
05.2015 - 09.2022
Business Unit Head
Takeda Philippines
04.2014 - 03.2015
Franchise Manager-Gastroenterology
Takeda Philippines
04.2012 - 03.2015
Licensed Financial Advisor
Insular Life Assurance Co. Ltd.
03.2008 - Current
MBA - Marketing
Ateneo De Manila Graduate School
06.1999 - 09.2002
Bachelor of Science - Foreign Service
Lyceum of The Philippines
06.1983 - 03.1987
Similar Profiles
Ingrid Karla LandritoIngrid Karla Landrito
Accounting Assistant /Bookkeeper at The Insular Life Assurance Co., Ltd.Accounting Assistant /Bookkeeper at The Insular Life Assurance Co., Ltd.
NIÑA CABALNIÑA CABAL
FINANCIAL ADVISOR at THE INSULAR LIFE ASSURANCE COMPANY, LTD.FINANCIAL ADVISOR at THE INSULAR LIFE ASSURANCE COMPANY, LTD.
Gian Ulysie BaldozGian Ulysie Baldoz
Regional Expansion Manager - Senior Manager at Sun Life Grepa Financial IncorporatedRegional Expansion Manager - Senior Manager at Sun Life Grepa Financial Incorporated