Gian Ulysie Baldoz

• Conducted comprehensive market research for informed decision-making on potential expansion opportunities.
• Recruitment of Leaders and Advisors.
• Sourcing out potential Recruits.
• Leader Agency Recruitment.
• Building a Region from the ground up.
• Trained and mentored staff members to develop high-performing teams focused on achieving growth targets.

Key Highlight:

• Onboarded 2 Branch Heads with 23 Advisors - ytd.

• Develop and Achieve recruitment goals and objectives in my assigned area - North, Central & South Luzon cluster.

• Recruitment of productive agents/leaders from other insurance company.

• Develop sustainable recruiting strategy based on our goals and needs
• Source passive candidates from external recruits/acquisition.
• Drive recruitment initiatives (Drives & Contests,Grand BOP) in my assigned area.
• Works closely with SMTs (Regional Heads, Regional Sales Staffs) to identify key recruiting KPIs.

Key Highlights:
• Recruited and onboarded 5 external Branches/Districts.

• Spearheaded the Expansion Region - Recruitment and Acquisition of North and Central Luzon Territory.
• External Acquisition and Recruitment.
• Develop various sources of agent hiring & build a team of agent & agent pipe line.
• Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring.
• Achievement of monthly, quarterly & yearly recruitment kpi.

Key Highlights:
• Recruited and Onboarded 4 Branches/Districts (external recruits).
• Promoted from AM to Manager rank.

• Increased revenue by identifying new business opportunities and closing high-value deals.
• Improved regional performance by implementing strategic sales initiatives and effective team management.
• Expanded market presence with targeted marketing campaigns and strong customer relationship building.
• Conducted regular performance reviews, setting clear expectations and supporting employee development initiatives.

• Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
• Boosted branch revenue through targeted marketing campaigns aimed at attracting new clients and retaining existing ones.
• Increased customer satisfaction by implementing new service protocols and streamlining branch operations.
• Implemented risk management processes to identify potential risks, reducing losses and maintaining compliance with regulatory requirements.

• Maintained and built close relationships with customers through regular contact and visits.
• Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
• Monitored, followed-up and escalated cases to meet customer response commitments.

• Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
• Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
• Evaluated client risk profiles using advanced software tools before making investment recommendations tailored specifically towards individual needs.
• Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.

• Oversaw daily operations of the sales floor, delegating tasks appropriately to ensure smooth functioning at all times.
• Resolved escalated customer issues swiftly, maintaining strong relationships with loyal customers while preserving company reputation.
• Managed inventory levels effectively, ensuring optimal product availability while minimizing overstock issues.
• Supported colleagues in their professional development through regular coaching sessions aimed at improving skills related to customer interaction.