Summary
Overview
Work History
Education
Skills
Timeline
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JOHN ERWIN SOLTES

JOHN ERWIN SOLTES

CO-FOUNDER
SECOND DISTRICT - QUEZON CITY

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

9
9
years of professional experience

Work History

Co-Owner

APEX SELECT INSURANCE AGENCY CORP.
03.2021 - Current
  • Built strong relationships with key partners, enhancing partnerships with new one and fostering mutual growth opportunities.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Enhanced business operations by implementing efficient management strategies and streamlining processes.
  • Established a comprehensive employee training program to ensure consistent service standards across all departments.
  • Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
  • Improved customer satisfaction ratings by consistently delivering high-quality products and services.
  • Tracked trends and suggested enhancements to both challenge and refine company's product offerings.

Credit Card Sales Representative

CARDPEAK MARKETING
01.2019 - 03.2021
  • Recommended products and services to meet customers' credit card and banking needs.
  • Supported continued monitoring, auditing and reporting to drive compliance and optimize credit card processing.
  • Monitored industry trends to stay informed on competitor offerings and adjust sales strategies accordingly for continued success.
  • Improved understanding of financial statements, which helped in assessing risk.
  • Developed a referral network by establishing rapport with key stakeholders within various organizations resulting in an increase in qualified leads.
  • Evaluated customer creditworthiness and financial statements to determine credit limits.

BANCASSURANCE SALES EXECUTIVE - PREFERRED

BPI=PHILAM LIFE ASSURANCE CORP
04.2017 - 12.2018
  • Identified and solicited sales prospects in agency databases.
  • Delivered exceptional customer service by addressing client concerns promptly and maintaining open communication channels throughout the sales process.
  • Monitored customer feedback and identified areas of improvement.
  • Organized presentations at bank branches to promote Bancassurance products, educating both bank employees and customers on the benefits of these offerings.
  • Met with customers to provide information about available products and policies.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

UNIVERSAL BANKER

CITIBANK N.A
05.2015 - 01.2017
  • Assisted customers with banking needs and inquiries.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Provided advice on different bank products and financial options.
  • Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Collaborated with team members to achieve team performance metrics, fostering a positive work environment.

Education

Bachelor of Science - BUSINESS ADMINISTRATION - MAJOR IN MARKETING

EARIST
MANILA
04.2001 -

Skills

Sales Strategies

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Timeline

Co-Owner

APEX SELECT INSURANCE AGENCY CORP.
03.2021 - Current

Credit Card Sales Representative

CARDPEAK MARKETING
01.2019 - 03.2021

BANCASSURANCE SALES EXECUTIVE - PREFERRED

BPI=PHILAM LIFE ASSURANCE CORP
04.2017 - 12.2018

UNIVERSAL BANKER

CITIBANK N.A
05.2015 - 01.2017

Bachelor of Science - BUSINESS ADMINISTRATION - MAJOR IN MARKETING

EARIST
04.2001 -
JOHN ERWIN SOLTESCO-FOUNDER