Helena Marie L. Fortez

Mobile: +63-995-*******

Email: adisyh@r.postjobfree.com

PROFESSIONAL PROFILE

Extremely resourceful and personally involved in maximizing the marketing budget to create specialized strategies for all the managed brands.

Analyses the collated market data and market research results to create competitive sellout tactics to increase market share.

Effectively communicates the brand story to the target market through integrated marketing and communication strategies.

Efficiently manages corporate communications through PR that is inclusive of content marketing, crisis management and digital marketing

Ensures quality implementation and excellence in all trade marketing operations, from developing sales promotions to promodiser management and visual merchandising.

Highly skilled in event management from sourcing and briefing suppliers to total event planning and implementation.

Successfully liaised with different organizations (i.e. European Chamber of Commerce of the Philippines (ECCP), Philippine Society of Ventilating, Air Conditioning, and Refrigerating Engineers

(PSVARE), Contact Center Association of the Philippines, etc.) to create partner programs that are beneficial to both parties.

As a Financial Advisor and Unit Head, the profession is licensed, detail oriented, multi-functional and involves people skills to coordinate and correspond with different clients, team members, departments and agencies.

Extensively trusted by clients to manage their financial data with confidentiality and integrity. QUALIFICATIONS SUMMARY

Trade Marketing

Product Development

Brand Management

Visual Merchandising

Communication Management

New Business Development

Marketing Budget Management

Event Management

Financial Planning

Investment Advisory

Financial Analysis

People Management

CAREER HIGHLIGHTS

Responsible for establishing marketing strategies for several brands (Carrier, Toshiba, Midea, Otis), managing the marketing budget for the whole division and developing marketing collateral to generate sales leads in the identified vertical market segments

Accomplished the creation of the Concepcion Building & Industrial Solutions Group brand identity and brand guidelines that were incorporated in the conception of the website and different advertising materials that were presented to the press and clients

Created brand specific visual merchandising guidelines for Carrier, Condura and Kelvinator that are used in all nationwide applications

Negotiated retail prime spaces such as end-caps, walls and island display that dominated 40% brand domination on the air conditioning category retail real estate

Resolved promodiser legacy issues that led to a more motivated sales force and increased promodiser productivity that translated to approximately additional 4 points of share

Developed trade marketing organizational structure to have a more focused sell-out approach by area & channel

Won the Best Booth award for the company for 3 consecutive years in the premiere industry event B CAREER HISTORY

May 2020 -

present

Unit Head

AXA Philippines

Promotes financial literacy among Filipinos through financial planning thereby enabling them to be sufficiently protected from different types of risks.

Licensed by the Insurance Commission to provide Traditional Life, Variable Life and Non- life Insurance solutions to clients.

Leads the recruitment and management of a team of successful financial advisors through mentorship and continuous advancement of knowledge, skills and personal growth.

Helena Marie “Honey” L. Fortez

Page 2

June 2017

– present

Certified Investment Solicitor

Philam Asset Management Inc. (PAMI)

Excelled the certification exam in order to be accredited by the Securities and Exchange Commission (SEC) to offer mutual fund investments that can be set up as different short term or long-term financial plans depending on the requirement of the clients Nov. 2016

– January

2018

Financial Advisor / Certified Investment Solicitor The Philippine American Life and General Insurance Company (Philam Life)

Licensed by the Insurance Commission to provide Variable Universal Life (VUL) insurance solutions generated based on the analysis of the clients’ financial needs October

2014 –

November

2016

Life Planning Partner

Paramount Life and General Insurance Corporation

Licensed by the Insurance Commission to create tailor-fit Traditional Life insurance solutions to cover the financial needs of the customers

Promoted the company and developed the partnership with Philippine Business Bank after qualifying to be part of the Estate Planning elite team. May 2013 –

September

2014

Marketing Communications Manager,

Building and Industrial Solutions Group

Concepcion-Carrier Air Conditioning Company

Responsible for establishing marketing strategies for several brands (Carrier, Toshiba, Midea, Otis), managing the marketing budget for the whole division and developing marketing collateral to generate sales leads in the identified vertical market segments

Managed the creation of the Concepcion Building & Industrial Solutions Group brand identity and key messages that were presented to the press and clients.

Created a template and process for networking B2B events that served as a platform for all succeeding leads management initiatives

Produced different trade shows and other influencer-driven events to successfully drive additional leads into key accounts

Oversees the facilitation of the technical & soft selling skills training of the sales team July 2009 –

May 2013

Trade Marketing Manager

Concepcion-Carrier Air Conditioning Company

Trade Marketing Strategy

Initiated and implemented the store management program which served as a guideline in measuring promodiser effectiveness in terms of more specific metrics such as sales quotas, individual maintenance of product displays, selling skills, product knowledge and adherence to company policies

Developed trade marketing organizational structure to have a more focused sell-out approach by area and channel

Promodiser Management and Development

Resolved promodiser legacy issues that led to a more motivated sales force and increased promodiser productivity that translated to approximately additional 4 points of market share

Executed the monthly training of promodisers for current and upcoming products

Developed and implemented an incentive program that was instrumental in achieving sell-out targets for the year

Visual Merchandising and Point of Sale

Created brand specific visual merchandising guidelines for Carrier, Condura and Kelvinator that are still currently used in all nationwide applications

Negotiated retail prime spaces such as end-caps, walls and island displays that dominated 40% brand domination on the air conditioning category retail real estate

Successfully led the upgrade of all category A stores within six months

Successfully implemented the installation of separate Condura displays for 19 major stores within a year

Promotions

Implemented nationwide and dealer-specific promotions, ensuring complete adherence to mechanics and targets, as well as ensuring all necessary reports are submitted on time

Negotiated a joint project between dealers and developers for additional sales

Negotiated some co-op ads to promote the company’s products at no additional charge Event Management

Produced all events for trade, corporate and channel, including coordination for all parties both local and international

Won the Best Booth for the company for 3 consecutive years in the premiere industry event

Helena Marie “Honey” L. Fortez

Page 3

March – June

2009

Project Account Manager

Ginebra San Miguel, Inc. Summer Infusion Event

Handled client management as well as directed all the Account Executives and their corresponding promo teams for the primary, secondary and tertiary areas

Managed the advancement of sales, logistics, launch and finale events, and produced all the necessary daily reports needed by the client

May –

December

2007

Brand Specialist

Philips Electronics and Lighting, Inc.

Highly instrumental in the upgrade of Class A stores within 3 months

Implemented new visual merchandising and new point of sale display materials based on regional standards

Responsible for all other trade marketing and communications programs such as events management, point of sale merchandising, visual merchandising, promotions, including public relations and communications

Ensured that all the brand marketing programs for all categories are executed within the fixed marketing budget

August 2006

– May 2007

Senior Brand Assistant

RFM Corporation

Managed Selecta Moo Flavored Milk as well as launched the new product, Selecta Fortified Filled Milk

Created the brand / marketing plan and assisted in finalizing the forecast in order to support the supply and demand chain of the products

Monitored and analyzed the daily performance of both brands and came up with recommendations to accelerate off take of the new brand and to increase the sales of Selecta Moo

Conceptualized and supervised the implementation of the advertising and strategic marketing activities of both brands within the set financial plan

Part of the product development team that conceptualized and developed new flavors for Selecta Moo

March –

August 2006

Account Manager

Jobstreet Philippines

Acquired new clients and managed the current accounts to grow the business of each client into six-figure accounts

Recovered a delinquent client and converted it into an active high revenue account

Presented all the services offered by JobStreet.com and created specialized service packages best suited to the clients’ requirements and available resources April 2005 –

January

2006

Brand Specialist

Karj Global Marketing Network, Inc.

Launched and managed several brands (Professional Artists Cosmetics (PAC), Caring Colours and Biokos skin care line) by handling the sales forecasting, marketing & advertising budget & programs per category for the three different brands under the Martha Tilaar Group

Developed and implemented the different brand personality’s design concepts through the fabrication of the make-up counters, beauty adviser’s uniforms and produced promotional materials that are in line with the brands’ image and personality EDUCATION

1996 - 2000 Bachelor of Science in Commerce – Major in Marketing Management De La Salle University Manila

SKILLS AND COMPETENCIES

Knowledgeable in various computer and software applications (i.e. Microsoft Office, Google Workspace, Trello, Slack, Salesforce, etc.) and can easily learn new software and systems

Efficient time management skills in order to balance training, acquiring clients, contracting financial advisors and managing both clients and recruits.

Account or customer relationship management skills to maintain successful relationships and interactions with clients and improve profitability.

Particularly knowledgeable in leads management, supplier sourcing, display materials

Manages budgets by effectively negotiating rates and terms

Currently taking up online courses in Google for Digital Marketing as well as modules for Facebook and YouTube Ads, SEO/SEM and analytics. Applies learnings to create and promote own ads to promote personal services as a financial planner and to recruit advisors.

Results-oriented, proactive and adapts well to different situations and obstacles

Contact this candidate