Cathleen R. Montallana

** ****** ******, ****** *** Air 2,

Barangay Don Jose, Sta. Rosa Laguna

099********

adylbd@r.postjobfree.com

PERSONAL SUMMARY

A highly motivated, results driven sales person with 22 years of proven track record. An exceptional person who is willing to go the extra mile to deliver superb results. Multi-skilled with ability to plan and manage territory through ethical sales method and high customer service. Possessing a significant record of achievement in sales both locally and abroad. Now looking for a new and challenging position, one which will make best of my existing skills and experiences and also further my personal and professional development. WORK EXPERIENCE

ORTIGAS AND COMPANY LIMITED PARTNERSHIP – February 16, 2022 - June 30, 2022 PROPERTY SPECIALIST

Assist customers in buying the properties that are most suitable to their needs and to encourage possible buyers of the advantages of buying a property under Ortigas and Acompany Limited Partnership. LICA AUTO GROUP (Nissan/Suzuki) – August 1, 2016 up to present. Sta. Rosa, Laguna

SHOWROOM MANAGER

Provides marketing strategies for car sales, thru digital marketing, bank and company saturation and organizing marketing displays and events that will encourage and increase sales.

Incharge of hiring, developing and monitoring Sales Consultants

Motivating and leading Sales Consultants to achieve their goals and target

Responsible for all Office Sales concerns

Conducts Daily Sales Consultations and weekly meetings to make sure all activities are alligned with KPIs and sales target.

Generates daily, weekly and monthly sales reports Union National Bank/ Injaz Marketing – June 16, 2013- July 2014 Dubai, United Arab Emirates

SENIOR SALES EXECUTIVE

Creating new relationship and exploiting the opportunities by visits, telemarketing and persuading new customers to purchase bank products (fresh business) to achieve the assigned target.

Identifying and qualifying potential clients

Providing regular market feedback as well as inputs for formulation of sales strategy.

Maintaining good relationship with key organizations and their employees

Looking at new companies to work with where there is good potential for the bank to penetrate thru called calling and company visits. AXA Philippines – Corporate Solutions Division February 2012-December 2012 15th floor AXA Life Centre, Buendia Ave. corner Tindalo Street, Makati City CORPORATE SALES OFFICER

Developed and maintained bank relationship with Metrobank branches in area of assignment. Working closely with bank managers and sales heads in providing protection for the employee benefits market. BPI- Philam Life Assurance Corp.July 2004-February 2012 15th floor FGU Center, 6811 Ayala Avenue, Makati City

(formerly Phil-am Equitable Life Assurance Company) BANCASSURANCE SALES EXECUTIVE December 2009-February 2012 Worked closely with bank partner BPI, the branch manager and bank employees in providing financial planning services to prospective and existing clienteles.

TEAM LEADER December 2008-December 2009

Phil-am Equitable Life Assurance Co.

Supported new team members in working through caddying and coaching and ensuring that they have the necessary knowledge to effectively participate on the team goals while setting a good example. FINANCIAL SALES EXECUTIVE July 2004-December 2008

Phil-am Equitable Life Assurance Co.

Worked closely with bank partner Equitable PCI (BDO), the branch manager and bank employees in providing financial planning services to prospective and existing clienteles. ACCOMPLISHMENTS

2013-2014 Top Filipino Sales Executive in Dubai and among the top 10 all over UAE – Union National Bank, United Arab Emirates

2012 Negotiated and Closed deals with big corporate clients (RMH, APAC, SMART) – AXA Philippines

2010 -2011 Consistently performing beyond expectations and delivering beyond the assigned targets-BPI Philam Life Assurance Corp.

Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.

2008-2009 Team Leader (Philam Equitable Life Assurance Co.)

2008 Shanghai Foreign Trip Delegate – Philam Equitable Life Assurance Company

2007 President’s Awardee – Philam Equitable Life Assurance Company

2007 Hongkong Foreign Trip Delegate – Philam Equitable Life Assurance Co.

2006 President’s Awardee – Philam Equitable Life Assurance Company Mangoba Tan Agus Law Offices JULY 2003 - May 2004

G/F President’s Tower, Timog Avenue

Quezon City

ADMINISTRATIVE ASSISTANT

Duties:

Managing files, maintaining calendars, scheduling appointments, preparing documents and ensures efficient and effective administration of the office.

QUALIFICATIONS AND SKILLS

Excellent Interpersonal and Communication Skills

Microsoft Office Skills

Creative and Organize

Persuasive and Highly Motivated

Presentation Skills

Sales and Marketing Skills

Reporting Skills

Flexibility and Adaptaility

Organizational Skills

EDUCATIONAL ATTAINMENT

UNIVERSITY OF SANTO TOMAS, España, Manila

Bachelor of Science in Commerce Major in Business Administration June 1998 – March 2003

ST. DOMINIC ACADEMY, Pulilan, Bulacan

Secondary Education

June 1994 – March 1998

EXAMINATIONS PASSED

Civil Service Eligible

Career Service Professional Examination

Civil Service Commission

General Rating 82.70%

June 18, 2003

Basic Life Licensure Examination

Insurance Commission

July 2005

Variable Life Licensure Examination

Insurance Commission

February 2006

PERSONAL DATA

Date of Birth: June 14, 1981 Sex: Female

Civil Status: Single Nationality: Filipino

Height: 5’1” Weight: 120 lbs.

References available upon request.

I hereby certify that the above-mentioned information is true and correct. CATHLEEN R. MONTALLANA

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