Senior Bancassurance Sales Executive | BPI-AIA Life Assurance Corp.
(November 2019-August 2022)
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Mainly handling and sell personalized financial plans that aim to achieve financial goals, These plans includes not just insurance but also investment,savings,budget, and tax strategies to our bank clients and other clients across the country. I covered 1 branch and coordinate with branch manager and bank partners on the continuing information campaign, marketing strategies for clients and the sales target.
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Making lead follow-up calls to potential and existing bank client by phone qualifying leads, Selling products offer and upsells product base on customers needs.
Sales Executive | Green Wire Outsourcing Corp.
(February 2017-July 2018)
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Effectively managing a high volume of outbound customers to offer a product, demonstrates through knowledge of our product specifications.
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Generate sales through outbound cold calling and lead follow-up over the telephone using a variety of techniques.
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Process payments and makes delinquency management calls. Off- Phone tasks include entering customer information into a CRM system, preparing and sending documentation to team members.
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Work Experience
