Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
Leadership & Expertise: Dynamic leader with a proven track record at PRULife UK and Manulife Philippines, specializing in sales strategies, agent network expansion, and performance coaching.
Sales Performance: Consistently surpassed sales targets through innovative sales techniques and effective coaching.
Public Speaking & Relationship Management: Demonstrated excellence in public speaking and building lasting client relationships.
Leadership Development: Spearheaded initiatives to enhance agency leadership quality, focusing on strategic goal-setting, team motivation, and performance improvement.
Overview
19
19
years of professional experience
Work History
Sales Director
PRULife UK Philippines
02.2020 - 07.2024
Consistently delivered on company's premium and productivity targets, including achieving Annual Premium Equivalent (APE) objectives.
Expanded the manpower base by recruiting and onboarding a high number of active agents.
Maintained string agent retention rates through effective leadership and development.
Drove growth in both the quantity and quality of agency leaders.
Provided strategic direction and goal-setting for agency leaders and agents in the assigned region.
Collaboratively set and achieved annual and monthly sales, recruitment, and other key performance targets.
Associate Area Head
Manulife Philippines
01.2017 - 02.2020
Oversee the daily operations within the assigned area or region, ensuring that targets and operational goals are met.
Coordinate and implement strategies to enhance productivity, efficiency, and quality in the assigned area.
Led agency training initiatives aimed at enhancing skillsets related to product knowledge, sales techniques, relationship-building strategies.
Developed customized presentations tailored to specific agency needs, effectively showcasing products or services offered by the organization.
Analyzed reports to identify opportunities and increase sales over previous year.
Ensure adherence to legal, regulatory, and organizational standards.
Sales Training Manager
PRULife UK Philippines
11.2012 - 02.2017
Contributes in the development of Assistant Unit Managers that will result to increase in the number of new Unit Manager appointments.
Grows the pool of candidates for a pre-management development program by organizing and monitoring a development plan for AUMs who have yet to meet the qualifications.
Oversees and conducts all new leader development training programs which included program facilitation, post course evaluation, and follow through activities that deliver increase in number of new Unit Manager appointments and sales results.
Collaborates with Sales Directors on the identification of training needs and effective execution of post course activities.
Provides regular reports that measure the effectiveness of new leader development programs.
Plans, facilitates, and oversees events that promote leader development growth.
Training Specialist
Manulife Philippines
06.2011 - 11.2012
Conduct Training Needs Analysis to determine specific areas of development of the Agency Force and Field Managers.
Evaluate, design, and develop Agency Curriculum and appropriate methodologies that are aligned with Agency/ Channel strategy.
Research and evaluate how competitors and other industry practitioners are adapting new training approaches and using technology to facilitate necessary adjustments on training interventions across Channels.
Develop and acquire the necessary Trainer/ Training tools required for effectiveness/ quality training.
Design and implement a monitoring system and/ or tool to measure training curriculum and program effectiveness.
Sales Trainer
Sun Life Financial
09.2005 - 09.2010
Design and Develop Training Programs: Create customized training programs and materials for new hires (agents/advisors) and existing sales teams, focusing on life insurance products, sales techniques, customer service, compliance, and industry best practices.
Conduct Training Sessions: Lead classroom-based and virtual training sessions to ensure agents understand product offerings, sales processes, and regulatory requirements.
Role-Playing and Simulation: Organize role-playing exercises to help sales teams practice and refine their sales pitches, handling objections, and closing strategies.
Product Familiarity: Ensure agents are well-versed in all life insurance products, including term life, whole life, ULIPs (unit-linked insurance plans), and other offerings, as well as the features, benefits, and target markets for each.
Regulatory Compliance: Teach agents about compliance, ethics, and legal aspects related to life insurance sales (e.g., KYC, AML, suitability, and disclosure requirements)
Sales Strategy Training: Focus on techniques for prospecting, generating leads, qualifying clients, presenting solutions, overcoming objections, and closing sales.
New Hire Training: Onboard new sales agents by providing them with a comprehensive training program covering the life insurance business model, sales strategies, and company culture.
Training Effectiveness: Measure the success of training programs by analyzing post-training sales performance, agent retention rates, and knowledge assessments.
Education
Bachelor of Arts - Advertising And Public Relations
Assumption College San Lorenzo
San Lorenzo Village Makati City, Philippines
04-2001
Skills
Sales strategies
Sales Target Presentation
Networking and relationship building
Presentations and public speaking
Goals and performance
Coaching and Mentoring
Timeline
Sales Director
PRULife UK Philippines
02.2020 - 07.2024
Associate Area Head
Manulife Philippines
01.2017 - 02.2020
Sales Training Manager
PRULife UK Philippines
11.2012 - 02.2017
Training Specialist
Manulife Philippines
06.2011 - 11.2012
Sales Trainer
Sun Life Financial
09.2005 - 09.2010
Bachelor of Arts - Advertising And Public Relations