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Head of Sales

Manila, Philippines
December 18, 2019

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Unit ****, Crisanta Tower, **5 Capt. Henry P. Javier St., Brgy. Oranbo, Pasig City, Philippines

Mobile +639**-*******. Email:


A Sales Head and Financial Advisor with 15 years of experience in the insurance industry mainly in bancassurance. Able to work on own initiative and as part of a team. Proven leadership skills involving managing, developing and motivating a team to achieve their objectives.

Core Competencies & Areas of Expertise include:

Strategic thinking and analytical skills

Skilled problem solver and solutions provider

Influencing & developing people

Activity Management

Communication skills and public speaking


AVP & Head of Sales, Manulife China Bank Life Assurance Corporation (April 2017-December 2018)

Managed the Institutional Banking Group and Private Banking Group channels of MCBL. Regularly came up with strategic and tactical plans for the channels to be able to achieve goals. Analyzed and developed new business models and processes that made the channels more efficient. Part of the Management Committee of MCBL. Reported directly to the President & CEO.

Key Achievements:

100% Target achievement in terms of APE in the first full year

Achieved 8% share in the total company production

Regional Manager, Manulife China Bank Life Assurance Corporation (September 2012-March 2017)

Led and developed 6 Area Managers with an average of 8 Financial Sales Associates per area in the Retail Branch Banking channel. Regularly managed the effort/effectiveness levels to analyze activity trends. Managed as well the bancassurance operations of 2 other business units - PBG and IBG. Dual reporting to the Chief Bancassurance Officer and to the President & CEO.

Key Achievements:

Top 1 Regional Manager based on total First Year Commission as of May 2015

Most Outstanding Regional Manager based on total First Year Commission 2013

Most Productive Regional Manager based on Insurance Business case counts 2013

Most Productive Regional Manager based on total case counts 2013

Area Sales Manager, AXA Philippines (June 08-August 2012)

Oversaw the bancassurance operations of 10 Metrobank branches in Makati & Mandaluyong Cities. Led and managed a team of 10 Financial Solutions Specialists assigned in those branches. Built relationships with branches to engage them in our business. Conducted SWOT analysis to come up with tactical and strategic plans for the area as to how to attain the monthly, quarterly and yearly KPIs. Maintained matrix-reporting between AXA and Metrobank.

Key Achievements:

Top 5 ASM nationwide for March 2012

Top 15 ASM nationwide YTD 2012

Top ASM Fox Q2 2010

Level-Up Award Fox to Tiger Q4 2010

Emerald ASM Award Q4 2010

Area Sales Manager, Generali Pilipinas (July 07-June 08)

Managed the Bicutan/Sucat Area with 14 Banco de Oro branches complemented by 6 Financial Advisors.

Key Achievement:

Top Area in the region during October 2007 and from January to June of 2008

Senior Financial Advisor, Generali Pilipinas (January 07-June 07)

Handled the bancassurance of Banco de Oro Marikina and Sumulong branches.

Key Achievement:

Promoted to Area Sales Manager in July 2007

Financial Advisor, Generali Pilipinas (November 05-December 06)

Handled the bancassurance of BDO Marikina, Sta. Elena and Sumulong branches.

Key Achievements:

Exceeded monthly target by more than 50% during the first month of deployment

Top Financial Advisor in the area for the months of July, August & September of 2006

Top 3 Financial Advisor in the area for the year 2006 with more than 12,500,000.00 in production

Top 17 Financial Advisor among 120 Financial Advisors for the year 2006

Exceeded 2006 annual target by 55%

Promoted to Senior Financial Advisor in January 2007

Finance Officer, Yapster e-Insurance Brokers, Inc. (February 04-June 05)

Started my career as an Account Officer. Later on headed the finance department of the company.


Bachelor of Arts, Major in Interdisciplinary Studies, Ateneo de Manila University 2003

Licensed Traditional & Variable Insurance Agent


Date of Birth: January 2, 1981

Place of Birth: Quezon City

Religion: Roman Catholic

Citizenship: Filipino

Civil Status: Married


Available upon request

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