Experience

Manulife China Bank Life Insurance Corporation

• Insurance
• 100 - 200 Employee

• Financial Sales Associate

  • Feb 2022 - Present

  The Financial Sales Associate is responsible for providing lifeinsurance solutions to Bank's clients. He/she will work incoordination with branch sales and service teams, thus we arelooking for a dynamic individual, who has an independent mindsetand the drive to succeed.Work closely with branch sales and service teams to provideinnovative product solutions to address client's protection, andlong-term saving needsStrengthen the long-term relationships with clients by providingexcellent customer servicePerform other tasks as required.



BPI-Philam Life Assurance Corp.

• Bancassurance Sales Executive

  • Oct 2020 - Feb 2022

  1. Promote and maintain the reputation of both BPI and Philam Life2. Solicit new business, cross-sell and up-sell identified BPI-Philam products to the bank’s customer base3. Establish, maintain and grow relationships with the bank officers and staff in the branch/es they are assigned to for the purposes of generating bancassurance leads and bancassurance business4. Establish, maintain and grow relationships with prospective and existing clientele; Perform customer service and business conservation activities5. Act as a liaison between the customer and our back office for policy servicing and claims6. Submit required reports on time7. Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business8. Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates and marketing campaigns and other related matters.9. Perform other tasks as may be required by immediate superior for the purposes of bancassurance business.



e-Philippines Adventure Travel & Destinations

• Philippines
• Business Consulting and Services

• Senior Destinations Specialist

  • Mar 2016 - Sep 2020

  Administrative Assistant Support•Handling incoming / outgoing calls with highest degree of manners and professionalism.•Using a variety of software packages, such as Microsoft Word, Outlook, PowerPoint, and Excel to produce correspondence and documents and to maintain presentations, records, spreadsheets and databases.•Organize and schedule meetings and appointments.•Performs general secretarial and clerical functions (e.g. scheduling, copying, faxing, data entry, filing, etc.) for the purpose of supporting office operations.•Receive all bills and other documents pertaining to administrative and financial approval, sort and prioritize the same for approval by the ManagerDestination Specialist Support•Provide excellent customer services for clients.•Make arrangements for tours, including but not limited to tourists attractions, transport, accommodation, and car rentals.•Promote market and sell travel products (group tours and special packages)•Assist clients in managing their budget and offered them travel plans accordingly.•Responding to client’s questions, concerns and billing inquiries with highest degree of professionalism.•Prepare travel itinerary and dealing with complicated customers’ itineraries.•Deal with customers complaints.•Provide inputs/recommendations on tour and vacation packages being planned by the company.•Organize the details of special events, travel arrangements, corporate agendas and itineraries of huge companies.



e-Philippines Adventure Travel and Destinations

• Philippines
• Business Consulting and Services

• Junior Destinations Specialist

  • Jun 2012 - Sep 2016

  Provide excellent customer services for clients.• Maintain and develop good relationship with customers through personal contact or meetings or via telephone.• Help management in forthcoming products and discuss on special promotions.• Promote market and sell travel products (group tours and special packages)• Outdoor and Indoor Sales.• Make arrangements for tours, including but not limited to tourists attractions, transport, accommodation, and car rentals.• Assist clients in managing their budget and offered them travel plans accordingly.• Responding to client’s questions, concerns and billing inquiries with highest degree of professionalism.• Prepare travel itinerary and dealing with complicated customers’ itineraries.• Deal with customers complaints.• Provide inputs/recommendations on tour and vacation packages being planned by the company.• Organize the details of special events, travel arrangements, corporate agendas and itineraries for huge companies.• Represent the organization at trade exhibitions, events and demonstrations.