Jomily Talusig
Bancassurance Sales Executive
P3 B56 L15 Marina Street Cityhome Resortville Subd. Brgy. Langkaan 2 Dasmariñas City,Cavite
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of confidential business matters, training in sales and interpersonal growth. Motivated to learn, grow and excel in Sales, Marketing, Administrative industry.
Overview
4
4
Languages
4
4
years of post-secondary education
7
7
years of professional experience
Work History
Bancassurance Sales Executive
BPI-Philam Life Assurance Corporation
Makati , Makati
04.2016 - Current
- Worked to accommodate new and different insurance policies requests and explored new value opportunities to optimize insurance agency reputation.
- Presented financial well-being education to groups of over 10 Company executive personnel to cultivate new business and increase financial knowledge of customer base.
- Upsold additional products and services after identifying customer needs and requirements.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Collected all premiums on or before effective date of coverage.
- Created sources for continuous client referrals within community and with businesses by asking referrals after successful bookings and face to face conversation.
- Finalized sales and collected necessary premiums thru auto debit, electronic online, auto credit card charge, and traditional deposit via over the counter.
Bank Teller
Metropolitan Bank and Trust Company Philippines
Makati , Makati
03.2014 - 06.2014
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Accessed computerized financial information to answer questions related to specific accounts.
- Counted and packaged currency and coins.
- Logged cashier's checks and other transactions to maintain accuracy of account records.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Sold and cross-sold bank products to new and existing customers.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Promoted products or services to each customer to consistently achieve sales targets.
Loan Processor
Asian Pension Loan Corporation
Borongan City , Eastern Samar
05.2012 - 01.2014
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Issues reports for old and new loans based on field inspections of loan sites.
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Does marketing via online and traditional flyers distribution during lean days for potential clients to avail pension loans.
- Submission of daily and monthly reports for processed loans, then updating profiles of clients for payment posting or past dues.
- Maintained long-term relationships with customers to provide best-in-class customer service.
Education
Bachelor of Science - Business Administration And Management
Philippine Christian University
Dasmariñas Cavite 06.2008 - 04.2012
Skills
Verbal and written communication
undefinedAffiliations
- AIA Pan-Asian Life Insurance Group
- Million Dollar Round Table (MDRT)
- The First Uniting Christian Church
Personal Reference
- Sarah Jane P. Reynales
Bancassurance Sales Executive
BPI-Philam Life Assurance Corp.
#09178222843
- Annabelle Gonzaga
Relationship Associate Staff
Bank of the Philippine Island- BPI Gen. Trias Branch
#09177997687
- Anna Karissa Francia Aviso
Purchase Supervisor
Philippine Christian University - Dasmariñas Cavite
#0955400849
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Hobbies
- Zumba / Dancing
-Hiking / Mountain climbing
- Event Organizing
- Church Volunteer
-Learning Languages
Quote
Seek not happiness too greedily, and be not fearful of unhappiness.
Lao Tzu
Timeline
Bancassurance Sales Executive
BPI-Philam Life Assurance Corporation
04.2016 - Current
Bank Teller
Metropolitan Bank and Trust Company Philippines
03.2014 - 06.2014
Loan Processor
Asian Pension Loan Corporation
05.2012 - 01.2014
Bachelor of Science - Business Administration And Management
Philippine Christian University
06.2008 - 04.2012
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