Raymar Monterey Paz
Business Growth Virtual Assistant | Sales & Lead Development Support
Lucena City
Summary
Highly driven Business Support Specialist with extensive experience in sales enablement, lead generation, CRM management, and client relationship development. Proven ability to support business growth through strategic prospecting, client acquisition, and efficient remote operations. Skilled in managing end-to-end administrative and sales support functions including scheduling, email correspondence, research, and client follow-ups. Known for being proactive, detail-oriented, and results-focused, with a strong commitment to improving operational efficiency and delivering measurable business impact.
Overview
14
14
years of professional experience
Work History
Senior Financial Wealth Planner
FWD Life Insurance Corporation Inc.
10.2023 - Current
- Provide personalized financial planning solutions, including life insurance, investment, and wealth protection strategies tailored to clients’ needs
- Build and maintain strong client relationships through continuous financial education and after-sales servicing
- Analyze clients’ financial goals and recommend suitable insurance and investment-linked products
- Conduct financial consultations, portfolio reviews, and long-term wealth planning sessions
- Drive lead generation through networking, referrals, digital platforms, and events
- Deliver client presentations and financial literacy sessions to individuals and groups
- Ensure compliance with regulatory standards and company policies in all transactions
- Collaborate with team members and leaders to achieve sales targets and business growth
- Mentor and support new advisors in developing their financial planning skills
- 2024 Elite Copper Awardee and 2025 Elite Silver Awardee
- Qualified for international conferences and events, including Hanoi (Vietnam), Beijing (China), and Bangkok (Thailand) in 2024, the Asian Cruise (Singapore, Malaysia, and Thailand), Istanbul (Turkey) in 2025, and Sydney (Australia) in 2026.
- Recognized in National Recruitment Conference and National Producers Congress for excellence in recruitment and production (2023–2025)
- Million Dollar Round Table (MDRT) Qualifier 2026, representing global-level financial advisory excellence
Leads Engagement Specialist
FBC Asia Pacific Inc. - Assembly by twimbit
06.2023 - 06.2024
- Lead the planning and execution of event-driven engagement initiatives across Australia and Southeast Asia (Thailand, Malaysia, Indonesia, Vietnam, Singapore, Hong Kong, and the Philippines)
- Engage prospects via email, calls, social media, and localized platforms
- Use Apollo for lead research, qualification, and EDM campaigns
- Collaborate to achieve monthly attendance targets and event goals
- Conduct market research to identify key decision-makers in target industries
- Track interactions to optimize engagement and boost attendance
- Represent the company professionally, building trust with prospects
Senior Business Development Executive
Invesso Singapore Pte. Ltd - Remotesalesteam.io
04.2022 - 12.2023
- Conduct B2B lead generation, prospecting, and qualification for SMBs and MNCs in Singapore, Australia and Canada
- Identify prospects, secure meetings, and drive sales opportunities
- Understand client needs to provide tailored consultative solutions
- Manage sales pipeline, schedule demos, and conduct outbound prospecting
- Build client relationships and maintain updated pipelines to achieve quotas
Real Estate Acquisition Account Executive
Discount Lots (project-based)
06.2022 - 09.2022
- Make inbound/outbound calls to prospective U.S. clients and present direct sales benefits
- Negotiate purchase agreements, follow up with leads, and achieve conversion targets
- Conduct market research, financial analysis, and due diligence for acquisitions
- Oversee transactions, legal documentation, and regulatory compliance
- Maintain records, prepare reports, and provide insights to senior management
- Support acquisition strategy development and monitor market trends
Senior Bancassurance Sales Executive
BPI AIA Life Assurance Corp.
09.2017 - 03.2022
- Licensed Financial Executive and Million Dollar Round Table (MDRT) Member (2019-2022)
- Multiple awardee for Annualized New Premium and Case Count (2018–2021)
- Alpha Convention Qualifier (Seoul, South Korea 2019; Osaka, Japan 2020)
- Financial Advisor at Bank of the Philippine Islands
- Provides financial planning, investment, and estate solutions tailored to client needs
- Builds and maintains strong client relationships and delivers after-sales support
- Drives branch sales growth through cross-selling strategies and team collaboration
- Conducts client presentations, meetings, and financial literacy discussions
- Ensures compliance with KYC standards and handles client consultations (virtual and in-person)
Business Development Officer
Personal Collection Direct Selling Inc
07.2016 - 07.2017
- Conducts dealer training, meetings, and recruitment activities
- Drives branch sales and recruitment target achievement
- Oversees dealer performance, target setting, and promotions
- Prepares reports and presents monthly performance reviews
- Manages operations, including inventory, invoicing, and collections
- Leads fieldwork, marketing, and partnership initiatives
- Supervises multiple branches and ensures team productivity
- Handles budgeting and cost control for branch activities
Senior Client Support Specialist
Conversion Hub Philippines & KYND Creative Solutions Inc.
04.2015 - 05.2016
- Leads team and ensures timely task completion
- Experienced in landing page creation and design
- Handles customer support via email and calls
- Manages Singaporean client payments, registrations, and renewals
- Handles multiple accounts and conducts cold calling
- Awarded “Best Senior Client Support Specialist.”
- Proficient in end-of-day reporting
Sales & Customer Service Representative
Winnet Business Solutions Inc.
07.2012 - 03.2015
- Provided customer support to U.S.-based clients via calls and email
- Managed inbound and outbound calls for account activation and inquiries
- Processed account registrations, renewals, and credit/debit card payments accurately
- Audited account usage and supported customer retention and sales growth
- Resolved customer concerns promptly with a professional approach
- Consistently met team quotas and performance targets
- Demonstrated initiative by taking on additional tasks as needed
Education
Bachelor of Science - Psychology
Manuel S. Enverga University Foundation
Lucena City, Quezon, Philippines 04.2001 -
Skills
Sales Strategy & Target Achievement
Cold Calling & Appointment Setting
Lead Generation & B2B Prospecting
Client Acquisition & Sales Communication
Client Relationship Management
Customer Support & Email Handling
Follow-ups & Client Engagement
Virtual Assistance & Remote Administrative Support
CRM Management & Data Entry
Calendar & Schedule Coordination
Research & Data Analysis
Computer & Digital Tools Proficiency
Affiliations
Insurance Commission
Licensed Financial Advisor
2017 – Present
Million Dollar Round Table
Member
2018 – Present
Civil Service Commission
Professional License
2023 - Present
CHED Scholars Organization
Tertiary Level - Full Scholar
2008 - 2012
Timeline
Senior Financial Wealth Planner
FWD Life Insurance Corporation Inc.
10.2023 - Current
Leads Engagement Specialist
FBC Asia Pacific Inc. - Assembly by twimbit
06.2023 - 06.2024
Real Estate Acquisition Account Executive
Discount Lots (project-based)
06.2022 - 09.2022
Senior Business Development Executive
Invesso Singapore Pte. Ltd - Remotesalesteam.io
04.2022 - 12.2023
Senior Bancassurance Sales Executive
BPI AIA Life Assurance Corp.
09.2017 - 03.2022
Business Development Officer
Personal Collection Direct Selling Inc
07.2016 - 07.2017
Senior Client Support Specialist
Conversion Hub Philippines & KYND Creative Solutions Inc.
04.2015 - 05.2016
Sales & Customer Service Representative
Winnet Business Solutions Inc.
07.2012 - 03.2015
Bachelor of Science - Psychology
Manuel S. Enverga University Foundation
04.2001 -