Experience

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  American Pacific Mortgage

  • Manager-Offshore outsourcing and services

    • Jun 2020 - Jun 2024

    Responsible for outsourcing objectives, outcomes, benefits and servicedelivery and will own the client relationship for outsourcing contractsincluding client service management, monitoring delivery and financialperformance, and making necessary adjustments to agreements to meetROI/delivery and performance objectives.Work with the executive leadership team to develop and executeAPM’s outsourcing strategy, including SLA engagement; outsourcingprovider selection and negotiation; fees and savings structures; and themanagement of outsource providers post deal closure.Manage all outsourcing functions to ensure efficiency and desired turn-times in loan fulfillment, post-funding activities and cost effectivenessMonitor performance of all outsourcing and offshoring units (quantityand quality) and provide Executive Leadership with reports to measure the effectiveness ofoutsourcingStrategically utilize outsourcing/offshoring resources to reduce costsand provide a competitive edge in the fulfillment of loansImplement standard processes with all fulfillment centers on theutilization of the outsourcing and offshoring unitsConduct periodic visits and audits at outsourcing and offshoringfacilitiesDevelop best practice outsourcing framework for engagement such asRFI/RFP process, vendor selection, negotiation and migration.Manage relationships and work with business leaders to successfullyidentify and execute on Outsourcing opportunities including RFI/RFPprocess, vendor selection, negotiation and migration.Post-outsource governance e. g. vendor performance management,SLA and incentive structure management. This includes identifyingoperational / performance risks and mitigations, adjustments toagreements to meet ROI / delivery and performance objectives, in partnership with business leaders.

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  AIG

  • Northern California

  • Agency Director

    • May 2018 - Jun 2020
    • Northern California

    To Consistently grow AIG Financial Network Life and Retirement sales production on life and retirement products. Recruit, Train and Develop quality producers within the assigned territoryDeliver core KPIs such as total sales productivity recruitment and retention standardsPerform sales performance assessment and reward, encourage and motivate the sales team on a quarterly basis

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  AIG

  • Director of Training and Development

    • Oct 2014 - Dec 2017

    Leads learning and development initiatives impacting the sales organization, and provides stewardship of sales and sales management talent.Develop and implement field training strategy and sales tools for Northern California AIG businesses and devise field training deliverables with quantifiable key marketing metrics to demonstrate effectiveness. and contribution.Oversees the effective delivery of training and development programs, actively assesses the value of training and development investments, and monitors learning and development outcomes to ensure high ROI.Coach Agency Directors and Managing Directors to achieve strong performance.Highlights:Improved new recruit retention from 65% to 80% in 2014 (23 recruits/15 retained), 80% in 2015 (28 new recruits/22 retained), and 82% in 2016 (16 new recruits/13 retained).Increase premium average per agent per week from $276 per agent in 2013 to $550 in 2014 and 2015 $780 in2016, and $1500 in 2017.

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  Liberty Mutual Insurance

  • 2580 North First St, San Jose CA 95131

  • Sales Representative

    • Jan 2014 - Oct 2014
    • 2580 North First St, San Jose CA 95131

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  MassMutual Financial Group

  • San Francisco Bay Area

  • Financial Service Professional

    • Jun 2012 - Dec 2013
    • San Francisco Bay Area

    A licensed financial services professional highly trained to utilize sales techniques geared to provide clients with un biased tailored fit investment ideas and insurance policies. •Develop and cultivate client relations•Conduct information gathering meetings to gather facts and client financial goals•Analyze client circumstances and goals and provide suitable insurance and investment ideas •Providing review meetings and on-going service to clients •Developing and implementing personal business and marketing plans •On-going development of professional skills and knowledge

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  Paramount Life & General Insurance Corporation

  • Philippines
  • Insurance
  • 500 - 600 Employee

  • EVP Head of Sales, Marketing, Training and Business Development

    • Mar 2005 - Apr 2012

    Marketing, Training and Business DevelopmentDefined strategy and business plan for the individual (retail) sales unit and corporate sales unit.Accountable for the overall sales performance by achieving 61,000,000 in new business premium and renewal ratio of 75%. To date sales has reached 52% of premium target and 80% renewal ratio.Managed marketing support for corporate sales by streamlining the proposal request process and pricing system to improve efficiency and turnaround time. Oversees the Sales and Marketing operations Nationwide.Managed IT initiatives with regards to:Design, test and implement a new IT life system for the company.Monitor effectiveness and bugs of the new IT system.Involve in the migration and parralel testing of the new IT systems below: Underwriting New Business System Agency Services System Agency Hierarchy and compensation system.Member of the Management Committee, Claims evaluation committee and Product development.

  • Senior Assistant Vice President for Sales Training and Business Development

    • Aug 2004 - Mar 2005

    Start-up and Business DevelopmentSpearheaded the set-up of the life division of the companyDefined policies and guidelines and conducted Service Level Agreements for each operational department improving over-all back room coordination and turnaround time by 50%Defined, Lead and implemented strategy and business plan for Sales and Marketing established recruitment goals and sales targets including fiscal budget for the life division.Conceptualize training objectives and designed training structure and curriculum for Company in all levels.Conceptualized and executed Marketing plans, incentives and sales promotions for the sales force. Designed and developed a competitive agency compensation scheme and agency incentive packages far better than the average in the market.Successfully set-up the Agency Model Life division of Paramount Life and General Insurance.

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  AIG

  • Senior Manager for Bank Assurance Strategic Alliances

    • Jul 2002 - Jul 2004

    Startup/Set-up and Business Development Of Bank Assurance Joint Ventures for AIGInitiate and set-up Bank Assurance marketing initiatives through the following models:Agency ModelIn-House Broker ModelFull Blown Bank Assurance CompanyMaintain and develop good relationships with existing agency and broker alliances by continuously encouraging bank partners to provide leads for direct marketing and individual retail salesLead the set-up of the first full model of Bank Assurance in the area of recruitment sales and marketingDesigned Business plan for the Bank assurance channel and identified key success factors and performance milestones to guide management on critical decisions and to effectively monitor the success of the project.Initiated the design of the lead management system in line with the KRA's of the financial sales executives (FSE) and area managers.Trained and maintained business relationships with 150 Branch managers of the bank and senior executives in relation to the new joint venture and ensure the success of the projectMember of the executive committee of the joint ventureResponsible for the progress of the new company concerning multi-functional task covering HR, Training, Sales and Marketing.

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  AXA Philippines

  • Senior Manager

    • Mar 2000 - Jun 2002

    Passed accreditation program of NMG TBOI of Europe to conduct competency based assessment for personal financial planning.Design, Develop, Conduct and supervise training and development programs for Financial Executives, Area managers and Regional managers.Supervised continuous learning of trainers and assigned them to the different departments in the company to strengthen their technical foundation.Designed Advance courses for continuous knowledge and skills improvement for FEs and Managers including Estate Planning, Product Analysis, Insurance Investments, Reality Check Objectives, Business Life Insurance and Advanced Underwriting Training

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  Aetna

  • Senior Training Consultant

    • Feb 1998 - Feb 2000

    Design, Develop, Conduct and supervise training and development programs for Agents and Agency managers. Conducted Basic fast track seminars and advance multi financial need training for the agency force.Agency management courses for the Agency Managers.Awarded best trainer in the Asia pacific region during the regional trainers meet held in the Philippines.

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  Benpres Holdings Corporation

  • Marketing and Sales Manager General Agent

    • Jul 1994 - Feb 1998

    Headed the management of the general agency with three employed staff 52 agents with 12 MDRTsConducted sales clinics once a week to maintain agency momentum and motivate the agents to perform at their bestTrained agents in different sales approach and different market channels.Developed Weekly activity sheets for the agents and funded the agents one card system prospecting card.Applied LIMRA target prospect 100 prospecting method

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  The Insular Life Assurance Co. Ltd

  • Senior Training and Development Supervisor

    • Nov 1991 - Jul 1994

    Designed, Developed and conducted advance training programs for the company to include Estate Planning, Life Insurance, Business Life Insurance and management courses.