Bio
Credentials
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General Insurance
Insurance Commission - Department of Finance, PhilippinesMar, 2019- Apr, 2026 -
Traditional Life Insurance
Insurance Commission - Department of Finance, PhilippinesFeb, 2019- Apr, 2026 -
Variable Life Examination
Insurance Commission - Department of Finance, PhilippinesFeb, 2019- Apr, 2026 -
Health Insurance (HI) Module
Singapore College Of Insurance - Capital Markets and Financial Advisory Services (CMFAS)Oct, 2016- Apr, 2026 -
Module 9A (M9A) - Life Insurance And Investment-Linked Policies II
Singapore College Of Insurance - Capital Markets and Financial Advisory Services (CMFAS)Oct, 2016- Apr, 2026 -
Module 9 (M9) - Life Insurance And Investment-Linked Policies
Singapore College Of Insurance - Capital Markets and Financial Advisory Services (CMFAS)Sep, 2016- Apr, 2026 -
Module 5 (M5) - Rules And Regulations For Financial Advisory Services
Singapore College Of Insurance - Capital Markets and Financial Advisory Services (CMFAS)Sep, 2016- Apr, 2026 -
Series 63 - Uniform Securities Agent State Law Examination
FINRAMar, 2008- Apr, 2026 -
Series 7 - General Securities Representative Examination
FINRAJan, 2008- Apr, 2026
Experience
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Unit Sales Director
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Aug 2022 - Present
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AXA Philippines
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Philippines
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Unit Manager
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Jan 2019 - May 2022
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Philippines
• Manages Financial Advisors from different walks of life: Educators, Networkers, Lawyers, Bankers, Engineers, and Businessmen• Leads my Sales Team from passing their Insurance Licensure Exams to reaching their targets once they are already onboard• Assists in the onboarding process of Advisors• Provides detail-oriented assistance in conducting Financial Needs Analysis to clients up to the submission of policy applications• Conducts coaching and feedback to my team • Initiates 1-on-1 Meetings with my Licensed Agents• Accompanies my team as part of Joint-Field Work Program for Rookie Advisors• For my personal production, I conduct regular phone calls with prospects• I do follow-ups based on my pipelines of customers, both existing and new to the business
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AIA Singapore
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Singapore, Singapore
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Financial Services Consultant
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Jan 2017 - Dec 2018
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Singapore, Singapore
• Financial Service Representative with M5, M9, M9A & HI License• Monetary Authority of Singapore Rep. No.: LOG300412114• Achieved my monthly quota with the combination of small and average ticket sizes• Secured variety of Investment-Linked Policies, Whole Life, Term Life, Endowment, Retirement, Critical Illness, Disability, Hospitalization and Personal Accident Insurance to individuals• Conducts Discovery Calls on a regular basis• Developed sales pipelines to sustain my Singapore market and quota• Email correspondence to back-office like Underwriters, Point of Sales, and Training to coordinate client’s concerns about their policies.
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Standard Chartered Bank
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Singapore
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Senior Sales Consultant
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Nov 2009 - Oct 2014
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Singapore
• Offers multiple bank products to customers like personal loans, balance transfers, and credit cards• Sustained a stable pipeline of clients for the last 5 years in the retail banking• Part of the team that holds the $450 Million Personal Loan Sales. Record-Breaking Year 2012 for New Business• Conducts Discovery calls for (NTB) New To Bank Clients to qualify prospects if they are eligible to avail a credit facility with the bank
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E*TRADE Financial - Access Worldwide Corporation
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Makati City, Philippines
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Licensed Financial Service Agent
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Jun 2007 - Nov 2008
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Makati City, Philippines
• Licensed Stock Broker for E*Trade Financial• Assists customers when placing a trade online • Relays trade information to clients such as current market price, the volume of shares bought and sold, ticker symbol and the latest news for the company• Educates customers about the types of orders• Handles inquiry about Cash and Margin Accounts for Brokerage • Services call about CD renewal, fund transfer and bills payment for bank accounts
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TeleTech Philippines
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Philippines
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Product Trainer
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Mar 2005 - Jan 2007
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Philippines
• Handles new hire class for Eligibility and Benefits line of business• Conducts an up training for agents at the operation• Provides floor support and coaching for the new hire who incurred an MTM• Submits reports and trackers for each activity
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Education
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1992 - 1996New Era University
Bachelor's Degree, Mass Communication/Media Studies
Suggested Services
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Industry Focus. “Insurance”
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References
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