Experience

Tagvenue

• United Kingdom
• Technology, Information and Internet
• 1 - 100 Employee

• Business Development Specialist

  • Feb 2022 - Present

  • Solicits new business and identified Tagvenue’s products to the potential clients. • Handling New York, San Francisco, Chicago and Atlanta accounts. • Knowledge in Leads generation. • Knowledge in using Salesforce and CRM. • Outstanding phone, prospecting, sales, customer service and interpersonal skills. • Builds new methods for attracting clients. • Handles activity reporting, planning and administration. • Attends weekly meeting with Managers for production updates and marketing campaigns. • Perform other tasks as may be required by immediate superior.



Sun Life Grepa Financial, Inc.

• Philippines
• Insurance
• 200 - 300 Employee

• Bancassurance Financial Advisor

  • Feb 2017 - Feb 2022

  Achieve corporate sales target through acquisition of new clients via bancassurance distribution channels and new markets.• Solicits new business, cross-sells and up-sells identified Sunlife Grepa’s products to the bank’s customer base• Establishes, maintains and grows relationships with bank partner• Establishes, maintains and grows relationships with prospective and existing clientele• Performs customer service and business conservation activities• Handles activity reporting, planning and administration• Conducts market analysis activities, which include activities such as branch / client profiling and survey on competitor products• Attends weekly meeting with Business Managers and Regional Manager and branch monthly meetings for production updates and marketing campaigns• Perform other tasks as may be required by immediate superior