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bancassurance sales executive resume example with 1+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary
Sales professional with extensive experience in product sales and assessing client needs, who aggressively builds solid client bases and drives revenue growth. Seeks a position as Branch Sales Officer in Metropolitan Bank & Trust Company.
Skills
  • Persuasive negotiator
  • Revenue and profit maximization
  • Sales proposal creation
  • Strong interpersonal skills
  • Resolution-oriented
  • Positive outlook
  • Energetic and driven
  • People-oriented
  • Flexible
  • Dependable
  • Enthusiastic about networking
  • Reliable
  • Excellent communication skills
  • Motivated team player
  • Superior organizational skills
  • Excellent work ethic
  • Customer-oriented
  • High level of accuracy
  • Strong customer relations
  • Deal mechanics
  • Private client coverage
  • Practices due diligence
  • Strong interpersonal skills
  • Stocks and bonds
  • International and emerging market research
  • Risk investment analysis
  • Goal-oriented
  • Self-sufficient
  • Friendly
  • Cheerful demeanor
  • Approachable
  • Analytical
  • Strong team-builder
  • Proficient in MS Office
  • Sales professional
  • Background in mutual funds, stocks, bonds and investments
  • Bank security expert
Work History
Bancassurance Sales Executive, Current - Current
Aia Group Manila, AR,
  • Managed a portfolio of 50 accounts and Php 25,076,957.50 in sales within 9 months.
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.
  • Organized financial analysis, market research and due diligence filings materials for potential investors.
  • Reported economic trend findings in bi-weekly research publications distributed to BPI client-investors.
  • Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports.
  • Identified prospective customers by using business directories and following leads from existing clients.
  • Negotiated prices, terms of sales and service agreements.
  • Contacted new and existing customers to discuss how their needs could be met through specific products and services.
  • Selected the correct products based on customer needs, product specifications and applicable regulations.
  • Recorded accurate and efficient records in the customer database.
  • Prioritized tasks and projects to meet tight deadlines.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
  • Kept detailed records of daily activities through online customer database.
  • Met existing customers to review current services and expand sales opportunities.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Built relationships with customers and the community to promote long term business growth.
  • Works hand-in-hand with Relationship Managers, Business Managers, Branch Staff to offer financial solutions to BPI clients.
  • Conducts market analysis activities, which include activities such as branch/client profiling and survey on competitor products.
  • Promoted to the Preferred Banking Segment only after 3 months in the company.
  • Assigned branches became top producers among Davao Area BPI branches.
Customer Service Professional (Billing and Sales Department of AT&T Uverse), 2014 - 05/2014
Marcus And Millichap Indianapolis, IN,
  • Provided quality customer service experience by acting as a liaison between customers and AT&T, and maintained customer satisfaction.
  • Completed daily outbound calls, up to 8 hours per day.
  • Negotiated prices, terms of sales and service agreements.
  • Contacted new and existing customers to discuss how their needs could be met through specific products and services.
  • Quoted prices, credit terms and other bid specifications.
  • Identified prospective customers by using business directories and following leads from existing clients.
  • Selected the correct products based on customer needs, product specifications and applicable regulations.
  • Created strategic brand building events to expand the current product portfolio.
  • Recorded accurate and efficient records in the customer database.
  • Prioritized tasks and projects to meet tight deadlines.
  • Attended monthly sales meetings and quarterly sales trainings.
Market Research Analyst, 04/2012 - 09/2012
Opinionology Philippines Incorporated City, STATE,
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Documented business processes and analyzed procedures to see that they would meet changing business needs.
  • Assessed the impact of current business processes on users and stakeholders.
  • Apply qualitative and quantitative techniques to interpret the data and produce substantiated recommendations.
Technical and Customer Service Professional, 11/2009 - 05/2010
Sutherland Global Services City, STATE,
  • Provided technical and network problem resolutions to customers by performing a question diagnosis while guiding them through step-by-step solutions.
  • Provided quality customer service experience by acting as a liaison between customers and AT&T, and maintained customer satisfaction.
  • Established compatibility with third party software products by developing program for modification and integration.
  • Developed and implemented complex Internet and Intranet applications on multiple platforms.
  • Consistently met deadlines and requirements for all production work orders.
Education
Bachelor of Arts: Philosophy, Expected in 2013
-
Ateneo de Davao University - Roxas Ave, Poblacion District, Davao City, Davao del Sur, Philippines
GPA:
Status -
High School Diploma: , Expected in 2004
-
Ateneo de Davao University - Acacia Street, Juna Subdivision, Matina, Davao City, Philippines
GPA:
Status -
Grade School Diploma: , Expected in
-
Ateneo de Davao University - MacArthur Highway, Matina, Davao City, Philippines
GPA:
Status -
Accomplishments
  • Exceeded targeted sales goals by 200% for 5 months in a row.
  • Consistently exceeded monthly sales quotas by more than 180%.
  • Consistently exceeded sales goals, placing in top 55% of sales representatives out of 812 sales executives nationwide.
Certifications
  • Life Insurance License - Insurance Commission
  • Registered Financial Planners Institute
,

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Resume Overview

School Attended

  • Ateneo de Davao University
  • Ateneo de Davao University
  • Ateneo de Davao University

Job Titles Held:

  • Bancassurance Sales Executive
  • Customer Service Professional (Billing and Sales Department of AT&T Uverse)
  • Market Research Analyst
  • Technical and Customer Service Professional

Degrees

  • Bachelor of Arts
  • High School Diploma
  • Grade School Diploma

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