Sales Life Insurance
Resume:
LUIS V. MARQUEZ
#**** ****** ******, *******, ****** City
Email: ****.***********@*****.*** /***********@*****.***
Birthdate : December 16, 1962
Birthplace : Manila, Philippines
Sex : Male
Civil Status : Married
Religion : Roman Catholic
EDUCATION:
1979 - 1983 : Bachelor in Applied Economics
Polytechnic University of the Philippines (PUP)
Sta. Mesa, Manila Philippines
1975 – 1979 : Secondary Level
Esteban Abada High School
Blumentritt, Manila Philippines
1969 – 1975 : Elementary Level
Dr. Alejandro A. Albert Elementary School
Casanas, Manila Philippines
EMPLOYMENT HISTORY:
FIRSTTREE VENTURES
Business Unit Manager
(November 20, 2017 – May 2018)
BGC, Taguig City
Work Description: Create and introduce to the market the financial technology product and services of the company. Provide and implement the roadmap, plans and programs for the assigned product and services.
TRIBES INVESTMENT LIMITED
Sales, Marketing and Administration
(March 2014 to December 2015)
Port Moresby, Papua New Guinea
Work Description: Overall in charge of the sales, marketing and administration of the company. Conduct training and sales motivation to sales personnel. Knowledgeable in creating training modules or programs needed by the company to uplift and generate more sales production. Conduct sales presentation for individual and corporate clients.
Manulife Philippines
Regional / Branch Head
(June 2010 – October 2013)
Work Description: Act as one of Regional Head / Branch Head for Metro Manila 2 Sector, of the company, supervised sales and assist agents and agency leaders in achieving sales goals, accredited trainer (conduct career orientation and preliminary training course for recruits), monitor production and recruitment of the region, directly reports to VP- Agency Director
PhilPlans First Inc. (Formerly PhilAm Plans)
Regional Head
(June 2007 – May 2010)
Work Description: Regional Head for Metro Manila South Territory of the company; attend, motivate & train around 200 licensed sales associates of the region; spearhead region's activities to help achieved set sales goals; attend to administration work and sign documents for the region in behalf of the company; directly reports to Territory Head/AVP
Professional Financial Plans, Inc.
Regional Head
(December 2003-May 2007)
Work Description: Designated as Branch Head & Company Trainer of the branch; Supervise, organize, develop and monitor the key performance indicators of sales associates of the branch
Prudentialife Plans Inc.
Area Manager
(September 1999-November 2003)
Work Description: Organize and develop a well-coordinated and consistently productive sales organization; Implement and enforce all company policies, rules and regulations. Recruit, train, organize, supervise and manage effective sales force.
Philamlife Insurance Company
Insurance Career Agent
(May 1997-June 1999)
Work Description: Selling of life insurance to individual; group or company
Philippine Long Distance Telephone Co.
Customer Support Officer
(September 1983-December 1995)
Work Description: Assist staff of the department; Facilitate requests, resolve customer complaints and ensure service standards in order to deliver efficient customer satisfaction; Handling of service order of the customer’s requirement
SEMINARS AND TRAINING ATTENDED:
June 11, 2010 - Life Insurance Financial Education (LIFE) Program
24/F LKG Tower, 6601 Ayala Avenue, 1226 Makati City,
Manulife Philippines
March 12, 2003 - Training the Trainer Program
Galleria Corporate Center, Quezon City
Prudentialife Plans, Incorporated
August 26, 1994 - Practical Concepts of Telephone Network
Technical Training Division, Makati City
Philippine Long DistanceTelephone Company
July 28, 1994- Security Orientation
Seminar Room, 5/F RC Building, Makati City
Philippine Long Distance Telephone Company
May 28, 1989 - Isang Diwa Workshop
Imus Sports Complex, Imus, Cavite
Philippine Long Distance Telephone Company
AWARDS AND ACHIEVEMENTS:
September 4, 2008 - Highest number of Accident & Health
(A&H) Insurance Plan Count
August 2, 2007 - The 1st Region with the Highest Gross Premium
for Accident & Health
August 2, 2007 - For Being a Member of the 2 Millionaires Club
for the Month of July 2007
December 21, 2002 - 3rd Top Area Manager for the Month of November, 2002
Prudentialife Plans, Incorporated
GOVERNMENT EXAMINATIONS TAKEN:
June, 1997 - Passed - Life Insurance Licensure Examinations, Insurance Commission, Department of Finance, Phils
April 2012 - Passed – Universal Life Insurance (Variable Life Insurance) Licensure Examinations
Insurance Commission, Department of Finance
Republic of the Philippines
SKILLS
Sales Management and Administration, Sales Training and Create Training Modules, MS Office Application
Had been in the field of sales, marketing management and administration for 20 years, and has the ability to do and conduct sales motivation and sales training for personnel in order to achieve their sales goals and generate more production for the company. Has the ability also of creating training sales modules and programs needed by the sales personnel to help them uplift their production and attain the key result area. Proficient in doing sales field presentation with client or corporation. Also capable of organizing, controlling and monitoring the departments daily in and out transactions, most of all has the full experience in people management. Knowledgeable in Microsoft Office
HOBBIES AND SKILLS:
Computer Literate, knowledgeable in Microsoft Office
Sales Management and Training
Speak, read and write English
Can sing and play guitar
Know how to swim
Play basketball, table tennis, darts, tenpin bowling, billiards
REFERENCES:
Christopher Garvida – Makati Assistant City Prosecutor
Roberto H. Bañaga – Assistant General Manager, NAIA
Cristine Cayetano – Unit Manager, Manulife Philippines
Daniel Waswas – Danielson Limited PNG, Managing Director
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