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 -
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