Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Hi, I’m

JOHN PAUL A. VIDAL

Senior Bancassurance Financial Advisor
Makati
JOHN PAUL A. VIDAL

Summary

Dynamic insurance and healthcare professional with a proven track record at Sun Life Grepa and Maxicare, transitioning from industry newcomer to successful Account Manager. Committed to empowering individuals and businesses to safeguard their health and financial well-being, while consistently striving for excellence and professional growth. Expertise in account management is complemented by a strong ability to build enduring client relationships, negotiate contracts, and effectively address client concerns. Recognized for fostering team collaboration and adapting to fast-paced environments, showcasing exceptional communication and problem-solving skills that drive business success.

Overview

2
Languages
11
years of professional experience

Work History

Maxicare

Account Manager
09.2025 - Current

Job overview

  • Acquire New Business application from intermediates and direct leads.
  • Manage and handling agents.
  • Update and assist client with their availments concern.
  • Micro management

Sun Life Grepa Financial Inc.

Senior Bancassurance Financial Advisor
10.2021 - 09.2025

Job overview

  • Collaboration with RCBC Sales and Service people in the branch to provide financial planning to clients using structured presentation process.
  • Provides after-sales services to existing clients.

Chrosan Ops

Sales Representative | BPO
01.2021 - 09.2021

Job overview

  • We offer Publishing packages to International author.

Bonita Bay Club & Mission Point Resort

F&B Internship
04.2019 - 04.2020

Job overview

  • Providing a positive dining experience by serving food and drinks, ensuring customer satisfaction, and maintaining a clean and organized environment

The Broodmoor Hotel

F&B Banquet Student Exchange Program
06.2018 - 08.2018

Job overview

  • Delivering exceptional service and managing the food and beverage operations during large events in the Hotel

Marco Vincent Dive Resort Office

Resort administrator
10.2015 - 01.2016

Job overview

  • Handling correspondence, maintaining records, and ensuring smooth communication between departments and also Answering guest inquiries.

Education

University Of Batangas

Bachelor of Science from Tourism and Hospitality Management
01.2018

University Overview

Skills

Sales experience

Customer engagement

Collaborative team member

Effective listening skills

Consistent performance in challenges

Accomplishments

Accomplishments
  • SLGFI - Annual Awardee 2024
  • SLGFI - Annual Awardee 2023
  • SLGFI - Rookie Annual Awardee 2022
  • SLGFI - Consistent Trip Qualifier 2022-2024

References

References
  • Rizamae, Lagmay, Assistant Account Manager, rizamae.lagmay@maxicare.com.ph, +63 917-561-9734
  • Shielani-Tel, Edano, Bancassurance Account Manager, Shielani-tel.edano@sunlifegrepa.com, +63 917 822 8348

Timeline

Account Manager
Maxicare
09.2025 - Current
Senior Bancassurance Financial Advisor
Sun Life Grepa Financial Inc.
10.2021 - 09.2025
Sales Representative | BPO
Chrosan Ops
01.2021 - 09.2021
F&B Internship
Bonita Bay Club & Mission Point Resort
04.2019 - 04.2020
F&B Banquet Student Exchange Program
The Broodmoor Hotel
06.2018 - 08.2018
Resort administrator
Marco Vincent Dive Resort Office
10.2015 - 01.2016
University Of Batangas
Bachelor of Science from Tourism and Hospitality Management
JOHN PAUL A. VIDALSenior Bancassurance Financial Advisor