Experience

Asianlife and General Insurance

• Insurance
• 1 - 100 Employee

• Regional Manager

  • Apr 2016 - Present

  Builds and manages a team of Bancalife sales people in achieving sales according to an agreed plan. Develop and implement strategies, business and tactical plans to achieve regions target. Manage the performance and skills development of Financial Advisors. Assists Training Department in identifying the training needs of Bancalife and conducting trainings as necessary. Maintains regular contact and communication with bank’s counterpart - the Division Heads and other key bank officers and employees thereby promoting a close and trusting relationship with the bank.



BPI-Philam Life Assurance Corp.

• Division Manager

  • Mar 2008 - Apr 2016

  Ensure each individual delivers to committed targets and service levels and develops strategies to support these Implement activity management based on agreed company standards and ensures assigned Area Managers have complete logistics needed to perform the job. Maintain regular contact and communication with bank counterparts. Ensure that there is sufficient bank coverage (optimal headcount) at all times and Motivate, train and coach Area Managers and Sales Executives as necessary to produce excellent results.



Philam Equitable Life Assurance Company, Inc.

• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Area Manager

  • Sep 2005 - Mar 2008

  Responsible for managing and developing Financial Sales Executives (FSEs) and ensures that sales targets and KPIs are met and exceeded. Implement activity management based on agreed company standards and ensures assigned Financial Sales Executives have complete logistics needed to perform the job, maintain and grow relationships with the bank partners.

• Financial Sales Executive

  • Oct 2004 - Sep 2005

  Responsible for offering product solutions on financial needs of bank’s customers.Solicits new business, cross-sells and up-sells identified PELAC products to the bank's customer base. Establishes, maintains and grows relationships with bank partner and clientele. Performs customer service and business conservation activities