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Sales & Marketing Maverick

A vibrant and efficient marketing and sales professional fuses a background in philosophy and marketing with expertise in B2B sales, business development, account management and media strategies. Provides team effort and collaboration in a given project that provides agile results.

Work History

Feb 2016Present

Financial Solutions Associate

AXA Philppines

Job Summary

My role is to strengthen and expand our  client reach through hyper-growth for new business in the branch as well as activating bank integration strategy.

Key Responsibilities

  • Provide end to end excellent financial needs analysis to prospects.
  • Offer tailored-fit financial solutions to help clients achieve their financial goals.
  • Assist existing clients'  policy  inquiry and complaints  by introducing to the right channels.
Jan 2015Jan 2016

Service Delivery Consultant 

Teletech Corp

Job Summary

My role is to provide unparalleled customer service and to promote customer advocacy through out  Telstra's  customer  retention strategies.

Key Responsibilities

  • Provide end to end excellent customer service to Foxtel form Telsrtra customers.
  • Listen and understand why customer has called us and what matters to them.
  • Proactively identify raise and areas for process/policy improvement through the appropriate channels to prevent further customer issues.
Sep 2013Dec 2014

Customer Service Representative

Convergys Philippines Services

Job Summary

As a Representative I will make sure that all customers inquiries, complaints and technical issues with their phone, internet and TV will be resolved in a timely manner.

Key Responsibilities

  • Effectively address customer complaints about telephone service, wireless reception, dial-up Internet connectivity and billing issues.
  • Answer queries about new phone plans, discounts, service contracts, bundles, customer benefits and billing requirements.
  • Ensure that technical troubles are addressed quickly and effectively by basic T/S  or transfer customers to advance technical department for complicated problems.
May 2013Dec 2015

Agency Unit Head - NO employer-employee relationship

Maxicare Healthcare Corp.

Job Summary

Manage day to day sales operation of the agency by providing daily  product, pricing and process updates; relay sales strategies and tactics; joint field work activities such as client presentations and prospecting; and account data management.

Key Responsibilities

  • Meeting the sales targets of the agency through effective planning and budgeting.
  •  Recruit, manage, and motivate health benefit agents and provide support through on-going training provided by the company.
  • responsible for maintaining and improving relationships with the clients.
Jan 2013Sep 2013

Certified Investment Solicitor  -  NO employer-employee relationship

Philam Asset Management, Inc.

Job Summary

Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries and presenting financial planning seminars.

Key Responsibilities

  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
  • Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
  • Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Dec 2012Nov 2015

Insurance Agent - NO employer-employee relationship

Charter PIng An Insurance Corp.

Job Summary

Sell various types of insurance policies to businesses and individuals,  including automobile, fire,  property, and personal accident  or specialized policies such as CARI, performance  and surety bonds.

Key Responsibilities

  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

  • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer and perform administrative tasks, such as maintaining records and handling policy renewals.

Jan 2012Dec 2012

Business Development Manager

724Care, Inc

Job Summary

As a business development manager I work to expand the  company's product reach and profit revenues. I do this by identifying new markets and attracting new clients. Maintaining and building the company's sales pipeline and make sure that every week their is a new contract signed.

Key Responsibilities

  • Develop strategic plan and execute sales strategies by studying integration of new venture with company strategies and operations; examining risks and potentials.
  • Identify new market and attract new clients researches new business opportunities and client needs.
  • Closes new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.
Oct 2010Jan 2012

 Lead Generation Specialist

724Care, Inc

Job Summary

Make sure to meet our team quota by delivering highly qualified face to face appointment to agencies  in various states base on the clients  business requirements.

Key Responsibilities

  • Cold calling 200 leads for Southern California residences every shift.
  • Identifies market potential by qualifying customers based on their demographics.
  • Closes sales by building rapport with potential customers,  explaining the nature of the appointment.
Sep 2009Oct 2010

Marketing and Promotions Specialist

Mega Circle, Inc

Job Summary

To ensure all our brand partners'  sales will increase by sending interested customers to their stores through purchasing  membership and discount cards.

Key Responsibilities

  • Promoting our brand partners to the consumers by  word of mouth marketing.
  • Highlight the feature, advantage and benefit of  the brand being advertise.
  • Strategically sell discount cards and membership fee to increase customer base.
Jul 2007Aug 2009

Marketing Assistant

League of Business Builders, Inc

Job Summary

Assist our branch coordinator for the marketing efforts of our branch by providing timely and organize reports and customer service for the independent distributors and stockiest. 

Key Responsibilities

  • Assist customers and distributors inquiries for product pricing and marketing materials.
  • Supports sales presentations by assembling slide shows and product demonstration.
  • Prepares mailers and brochures by formatting content and graphics for printing and online content.


Jun 2014Mar 2015


University of Cebu

Bachelor of Science in Business Administration Major in Marketing 


Jun 2004Mar 2007


Rogationist Seminary College

Bachelor of Arts Major in Philosophy

 Undergraduate     six semesters


Account Management

Experienced in managing  clients effectively and successfully  by cultivating good  relationship with them through strategic planning and execution that goes going beyond traditional selling.  

Customer Experience

Understands the  importance of  a customer’s end-to-end journey with the brand resulting from all their interactions during the customer life cycle. I  can identify what matters to the customers and  provided responses in a timely manner that  surpass  the brand's after sales service.

Market Research

The ability to gather data and relevant information through qualitative or quantitative approach to supply business development goals such as establishing new market segment, strengthen strategy calls for the development of relationships with clients  or  to evaluate existing  strategic campaign


Familiar with Customer Relationship Management principles - interact with  customers, from receiving sales figures and data to finding out  views about the company – enabling to improve products and services as well as provide more efficient communication and customer service when needed.

Project Management

Basic understanding of project management processes  such as  application of knowledge, skills, tools, and techniques to project activities to meet the project requirements.

Retention Strategy

Able to apply tactics in retaining customers and building a repeat customers and eventually turn into a brand advocates. Through researching what matters to the customers,  analyzing feedback from existing customers,
curating case studies and delivering personalized service.


Nov 2012Oct 2015

Non-Life Insurance License

Insurance Commission

This certificate is given to an individual who undergo rigid training about life insurance products, policies and underwriting and passed the Insurance Commission exam.

Jun 2013May 2015

Certified Investment Solicitor

Securities and Exchange Commission

It is given to an individual who undertakes financial investments who undergo rigid training and passed the exam. The individual is permitted to solicit funds from the public for the sole purpose of investing in bonds, securities, UITF and stocks.

Jan 2013Dec 2014

VUL and Ordinary Life Insurance  License

Insurance Commission

This certificate is given to an individual who undergo rigid training about life insurance products, policies and underwriting and passed the Insurance Commission exam.


Arabel Cruz                       Unit Manager               Philamlife Insurance                          Mobile 0917-998-6966

Celso Gamosa                 Branch Manager         Charter  Ping An Insurance               Mobile 0915-304-4877

Lusito Bacalso III            Account Manager       Maxicare Healthcare Corp.               Mobile 0917-854-0835