Headed Products Marketing and Management, Market Research and Advertising to execute marketing campaigns and projects, product-related events for both existing and new products with annualized new premium and new business profit through high quality and effective implementation with product tools, communications and systems.

Led product launches, maturity recapture programs, guaranteed issue offer and re-selling campaigns, High Network, Chinese Market and Corporate segments marketing events for agents and clients, wealth management forums, investment forums, conservation projects and other marketing initiatives.

Maintained effective internal communications to ensure all relevant marketing information are cascaded to business units and agencies, not limited to creative article writing to promote product campaign, product watch and highlights, video script writing and directing for product features, interviews of successful agents and leaders, and the like.

Committed to have worked with shared leadership and cross-function teams with Brands and Communications, Public Relation and Advertising, Investments Marketing, Agency Sales and Distribution, Actuarial Administration/Division, Agency Training, Leader Development, MDRT, Digital Platform, Information Technology, Underwriting, New Business and Claims Operations.

Monitored, reviewed and reported effectiveness of all marketing activities and results within monthly budget.

Handled end-to-end product-related queries and concerns by agents and clients.

Ensured timely approval of marketing materials and other requirements with the Insurance Commission.

Conducted products training, insurance, savings and investments training to the employees, training the trainors, agencies, general agencies and corporate partners.
other 

Spearheaded Corporate Solutions Division to deliver sales performance to excel on pre- and after sales service with 100% Policy Acknowledgement Receipt (PAR) to all clients, re-selling campaigns, guaranteed issue offers, claim check servicing and maturity recapture program, on Ordinary Life and Variable Universal Life for individual and corporate accounts.

Conducted Wealth Management forums, Savings Modules for Employees, Creating and Leaving a Legacy, Value Investments Program, Retirement module and other Financial Literacy Programs.

Facilitated as a licensed game master for the Singapore-based "Praxis" financial gameplay for the corporate portfolio.

Built, managed and strengthened great business relations and servicing with institutional and corporate partners.

Created and arranged work plan, designed sales incentives and promo mechanics for top performing sales to move up to deliver higher than expected, enhanced motivation from Monthly to Quarterly to Annual First Year Premium.

Helped improve the workflow system for faster, more effective and efficient turn around time.

Made Sales Presentations with the Supervisors to VIP/Executive/Chinese Market/Business Market/Corporate Clients versus other insurance companies to close bigger accounts.

Coached the team to do better sales presentations and other modules to ensure more effectively, better client servicing and understanding and escalate individual performance with confidence and excellence.

Overall coordination of the tie-up corporate accounts and events, Financial Wellness programs, cross-function of Billing and Collection, Worksite Administration, Underwriting and New Business, Marketing, Training, Investments, Customer Journey, Group Institution, Channel Logistics, and other departments.

Provided expertise and intellectual support to Corporate Sales Supervisors, Corporate Solutions Officers, Bancassurance Corporate Specialists and Worksite Administration Officers.

Coached and monitored sales performance of Agency Leaders: Unit Managers, Sales Directors and Agency Managers through reports of Annualized New Premium daily, weekly and monthly, Planning and Strategic meetings, Variable Life product forums per leader and agency.

Designed Marketing initiatives and incentives on a Monthly, Quarterly, and Annual basis to top performing qualified sales force that would hit required metrics and criteria to create further business momentum, healthy competition, and consistency to hit more than the sales requirement and achieve higher activation ratio.

Made sales presentations with Agency Managers/Leaders versus other insurance companies to help close bigger accounts.

Increased sales productivity of the top 10 Insurance Broker Companies of the Philippines for ordinary life and variable unit life through product trainings, queries, sales servicing and partnership.

Recommended, advised and gave support with the team to Agency managers, leaders and financial advisors on all Life products, product and market analysis, best sales practices, sales queries on the whole sales process from proposals to after sales services.

Solved both new and renewal cases on any concerns or problems that may be encountered.

Built, managed and strengthened great business relations with distribution channels and institutional partners.

Ensured delivery of all marketing and sales initiatives including Marketing services, merchandising, events, forums, market research, marketing materials and training.

Conducted ordinary life licensing training, sales motivation, OL and Variable product trainings.

Advised as a channel consultant on actual sales scenarios, new business and underwriting queries.

Assisted the VP of Sales and Marketing in implementing sales and marketing plans, recruitment and sales leads initiative, project launches, presentations to corporate clients and visitors.

Recruited, trained and developed sales agents, coordinating sales and marketing events.

Supervised, motivated and coached sales team with sales goals, product trainings, and developing curriculums leveraging third party brokers and consultants as appropriate.

Mentored the property specialists in closing sales deals, providing customer services to accounts and other management skills as necessary.

Assisted the Finance Treasurer Executive on accounting-related tasks and computations, payroll queries, coordination with various departments on deadlines, company events, call center account concerns, team outings and the like, systematically checked various financial documents, have regular meetings with BIR on completed requirements and other tasks assigned.