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
undefinedTimeline
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 -
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