Sales Executive Assistant

JOSE “JOEY” BENJAMIN

**** **** *** ***** 847-***-****

Schaumberg, IL 60173 ************@*****.***

Summary

Marketing Analyst and Executive Assistant with over 20 years experience in the processes of sales business and marketing.

Education

De La Salle University, Manila Philippines Licensed Producer for Life and Health

BS Marketing and Finance, ’89 IL, CA, FL, TX, LA, NY

Work Experience

Executive Assistant and Market Analyst 2005 - Present

Tipton & Associates / Oakbrook Benefit Resources, Oakbrook IL

Assists financial planner by analyzing competitors products and clients portfolio to give recommendation on which investment vehicles to allocate client funds

Updates marketing strategies by coordinating with top carriers on the latest marketing tools

Updates financial planner with new products in the market

Prepares sales and marketing presentations for seminars

Conducts client annual reviews

Meet with clients and provides initial communication to ascertain financial goals and create point of sale

Assistant Unit Manager 2005 - 2005

Sun Life Financial, Philippines

Recruited and managed a group of advisors

Prepared training materials and trained advisors

Maintained current book of business and developed new clientele

Financial Planner 1991 - 2004

Sun Life Financial, Philippines

Met companies target requirements

Maintained persistency ratio percentage required by company

Sales Engineer 1988 - 1991

Solahart, Philippines

Developed territories and conducted and implemented marketing campaigns

Handled corporate and individual accounts

Coordinated with key persons involved in the project such as architects, construction engineers and home owners to plan and complete installation

Obtained numerous awards for outstanding sales performance

Contact this candidate