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Financial Advisor & Unit Manager
Sales & customer success pro, 30 yrs with people. InLife Unit Manager, 2024 GAMA & LIMRA awardee. Shopify, Google Workspace & AI tools.
PhilippinesFinancial Advisor & Unit Manager at Insular Life (InLife)
Leads a sales unit, recruiting, onboarding, and coaching new financial advisors. Advises individual and family clients on life insurance, health, and investment-linked plans.
RecruitmentOnboardingCoachingSales Leadership
Built and managed a personal client portfolio through referrals, prospecting, and needs-based selling. Handled policy reviews, renewals, and claims support to retain clients long-term.
Client Portfolio ManagementReferralsProspectingSelling To Customer NeedsPolicy ReviewsRenewalsClaims Support
Ran a used-car trading business, handling sourcing, pricing, negotiation, documentation, and customer handover.
SourcingPricingNegotiationDocumentationHandover
Taught English conversation and grammar to Korean students.
ESL TeachingConversational EnglishGrammar Instruction
Tutored students in English reading, writing, and speaking at an international school.
English tutoringReadingWritingSpeaking
Sold credit card products by phone, handled objections, and met daily call and sales targets.
Outbound SalesCredit CardsObjection HandlingSales Targets
Promoted pharmaceutical products to doctors, clinics, and hospitals within an assigned territory.
Pharmaceutical SalesTerritory ManagementClient Relations
Taught learners with special educational needs using individualized lesson plans.
Special EducationIndividualized Lesson PlanningTeaching
Provided first aid, health monitoring, and occupational healthcare for factory employees.
First aidHealth MonitoringOccupational Health
Bachelor of Science in Nursing degree from Bicol University, completed in 1994.
Bachelor of Science in Nursing degree from Bicol University, completed in 1994.