Deborah Magno
Area Manager at COCOLIFE (United Coconut Planters Life Assurance Corporation)- Claim this Profile
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Topline Score
Bio
Credentials
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FLMI Level 1
LOMA
Experience
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COCOLIFE (United Coconut Planters Life Assurance Corporation)
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Philippines
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Insurance
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400 - 500 Employee
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Area Manager
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Apr 2018 - Present
• Responsible for coaching Account Executives (AEs)• Motivate team members• Implement regular activity management of AEs to drive desired sales behavior • Monitor and supervise performance of AEs to ensure achievement of set targets • Acquire intensive company-sponsored trainings to best service the information needs of AEs/clients• Joint client calls with AEs• Does operational and administrative duties• Maintains good rapport and services to partnered banks especially with their Region Heads • Perform tasks that may be assigned by immediate superior from time to time
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Senior Financial Advisor
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May 2016 - Feb 2018
• Responsible for coaching financial advisors (FAs)• Motivate team members• Actively seek out referrals from Branch personnel• Provide needs-based advice to the customer• Achieve performance targets set by management• Integrate with branch team to facilitate leads generation• Cross-sell and up-sell to existing customers• Encourages creativity and risk-taking• Perform tasks that may be assigned by immediate superior from time to time • Responsible for coaching financial advisors (FAs)• Motivate team members• Actively seek out referrals from Branch personnel• Provide needs-based advice to the customer• Achieve performance targets set by management• Integrate with branch team to facilitate leads generation• Cross-sell and up-sell to existing customers• Encourages creativity and risk-taking• Perform tasks that may be assigned by immediate superior from time to time
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PNB LIFE INSURANCE, INC.
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Insurance
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1 - 100 Employee
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Sales Manager
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Oct 2013 - Apr 2016
• Responsible for recruiting, coaching, managing a team of financial advisors (FAs) and delivering new business • Implement regular activity management of FAs to drive desired sales behavior • Monitor and supervise performance of FAs to ensure achievement of set targets • Acquire intensive company-sponsored trainings to best service the information needs of clients • Perform tasks that may be assigned by immediate superior from time to time
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Financial Advisor
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Jan 2012 - Sep 2013
• Effectively source business prospects and employ client acquisition techniques• Implement strategies to cultivate and engage varying personal target markets• Effectively source prospective clients, capitalize on referrals, assessing of customer needs, and master the execution of customized financial strategies• Provide first class financial solutions to clients; Guide clients on different opportunities in accordance with the latter’s needs, goals and tolerance for risk• Acquire intensive company-sponsored training to best service the information needs of clients
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Education
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2001 - 2004
University of the Cordilleras
Bachelor’s Degree, Computer Science -
1997 - 2001
BAGUIO CITY NATIONAL HIGH SCHOOL
High School
Community
