Jaymie Ignacio Email & Phone Number

Valenzuela, Ncr, Ph

Makati, National Capital Region, Philippines

The overall leader of the 1st Sales Team in Millennium Dragon (a branch in Sun Life). We are composed of millennials - 10% work as full-time Financial Advisors, 90% are part-timers. My responsibilities involve:● Develops people within the organization by promoting Unit Managers and Direct/Indirect Manager Candidates ● Creates programs for Rookie and Tenured Financial Advisors to enhance their technical and selling skills ● Creates programs for Unit Managers and Direct/Indirect Unit Managers to improve their leadership skills particularly on recruitment, selection process and people management ● Ensures the Unit’s growth of 40% in terms of Manpower and Actual Commission on a yearly basis ● Provides training opportunities for back-office support personnels for skills development ● Monitors Individual and Unit Performance regularly through coordination with back-office support ● Holds quarterly fun activities for the entire sales team to promote camaraderie and engagement ● Facilitates refresher trainings on products and market updates to keep Rookie and Tenured Financial Advisors, Direct/Indirect Manager Candidates and Unit Managers up-to-date and well-informed ● Attends company-sponsored events and senior leadership summit● Conducts coaching and mentoring sessions to Rookie/Tenured Financial Advisors, Direct/Indirect Manager Candidates and Unit Managers ● Facilitates Annual Business Planning for Manager Candidates and Unit Managers to create Strategic, Tactical, Operational and Contingency Plans for growth and profitability● Requires Manager Candidates and Unit Managers to submit progress reports on a monthly basis - Success Points, Strategies that Failed and Action Items for Failed Strategies ● Implements WIG (Wildly Important Goal) reporting to the entire sales team ● Creates promos and incentives quarterly that are aligned with and support the company objectives

Makati, Philippines

● Recruits professionals to work as either part-time or full-time Financial Advisors ● Utilizes social media platforms for recruitment leads - Facebook, Instagram and LinkedIn ● Interviews, screens and checks on applicants’ profile, professional background, demographics and behavioral assessment ● Conducts recruitment caravan (Live Brighter Forum) to universities and other regional offices for career orientation ● Guides applicants with the coding process - from licensure examination to the issuance of the actual license ● Performs JFW (Joint Field Work) with the Rookie Financial Advisor for actual sales simulation ● Trains Rookie Financial Advisors with the sales cycle - prospecting, appointment-setting, presenting, closing and asking for referrals ● Schedules monthly team building activities to promote advisor activation and engagement ● Provides weekly coaching and mentoring for Rookie and Tenured Financial Advisors ● Sets one-on-one session with each Rookie and Tenured Financial Advisor to address professional concerns ● Monitors advisor performance - Annual Validation, Medallion, PLAN B and Persistency ● Identifies Financial Advisors with leadership potentials based on sales performance (Top 20% of the team) ● Develops people via the Manager Candidate Learning Program ● Coordinates with back-office support for Individual Advisor Reports, Unit Reports and Training Compliances ● Reports to Sales Manager for Quarterly Team Performance and Sales Updates ● Ensures a growth of 30% on Actual Commission and Manpower per annum ● Facilitates refresher trainings on products and market updates to keep Financial Advisors up-to-date and well-informed● Attends company-sponsored events and leadership summit either on a monthly or quarterly basis ● Creates standards documents such as Expectation Letter for Rookie and Tenured Financial Advisors and Manager Candidates, Job Description for Back-office Personnels and Training Plans

3Rd Floor, Ace Building, 101 Rada Street, Legaspi Village, Makati 1229

● Provides sound financial advices to help customers achieve financial security based on 4 Life Stages - Getting Started, Moving Up, Preparing Ahead, Leaving a Legacy ● Sets appointment with prospective clients using social media platforms - Facebook, Instagram, Twitter and LinkedIn ● Calls prospects via phone using different sales spiels to schedule meetings ● Helps clients on financial planning - Income Protection, Education, Save for Life Milestones, Estate Preservation, Retirement, Health Protection, Investment ● Generates Traditional and/or Variable Life Insurance Plans ● Assesses the customer's needs and financial capabilities through FNA, or Financial Needs Analysis ● Responds to customer inquiries related to proper fund allocation and financial diversification ● Conducts seminars to organizations, private companies and/or universities to promote financial literacy and several financial products ● Carries out Investment Risk Profiling to clients to identify their risk tolerance ● Performs Underwriting Procedures by examining the clients’ health condition through a Medical Questionnaire ● Coordinates with accredited Medical Officers for clients with required medical examinations due to existing or pre-existing health conditions and declarations ● Partners up with Group Life Insurance Team for Group Life Contracts, Sample Quotations and Proposals ● Processes client payments for New Business Application and Renewals● Gets leads by asking 10 referrals from prospective and existing clients for business continuity ● Works on different insurance claims - Hospital Income Benefits, Critical Illness Benefits and Death Benefit ● Assists clients on after-sales requests - Change in Beneficiary, Name Change Status, Change in Payment Mode, Fund Withdrawal and Policy Surrender ● Attends company and third party trainings on sales development to further enhance selling skills and techniques

14F Sm Cyberwest, Cyberwest Avenue, Brgy. Bungad, Quezon City

● Assists Technical Support Engineers, Senior Engineers and Team Lead regarding support and processes timely and accurately● Creates Key Performance Indicators and sets targets to achieve business goals and objectives - External Accuracy, Internal Accuracy, Turn-around time, Productivity, Reporting Compliance, etc.● Collaborates with other teams to lean out processes● Leads major process improvement initiatives to drive performance excellence● Generates reports and present them in the form of flow charts, diagrams and graphs to counterparts, Business Unit Leaders, Stakeholders and Directors consistently and accurately

29F, Robinson'S Summit Center, Ayala Avenue, Makati City

● Handled a group of Technical Support Engineers in providing temperature quotations and performing Wake Frequency Calculations.● Resolved technical issues to counterparts in Singapore, Germany and the United States● Addressed process issues using the Six Sigma Methodology.● Worked closely with counterparts across world areas in identifying problems, analyzing trends and implementing corrective as well as preventive actions.● Applied SWOT Analysis and Impact-Effort chart to assess business needs ● Managed the team's daily workload by monitoring the open quotation items● Conducted team meetings to address gaps, training needs, escalations, process improvements, etc.● Provided performance evaluation and personal development plans to staff quarterly● Manages team members' performance to ensure effective job execution ● Attended strategic planning for business continuity● Reviewed data for sales volume request to allocate the required headcount● Generated reports based on team's deliverable and metrics

29F, Robinson'S Summit Center, Ayala Avenue, Makati City

● Generated temperature quotations per customer requirements for Global Sales Offices, HUBs and SUBs.● Implemented error-proofing methods to ensure 100% accurate temperature quotations.● Performed quality checks for junior team members.● Served as the point of escalation for product-specific technical/procedural queries.● Conducted refresher and technical training related to Temperature product.● Monitored if transactions are processed in a timely manner to meet the 24-hour target● Daily Communication with suppliers from Europe and Asia Pacific for Thermowell prices.● Participation in conference calls, meetings and discussions for a project startup. ● Creation of solutions to customer problems by providing sound recommendations to their technical inquiries

Master’S Degree, Mep Electronics And Communications Engineering, 1.50

Activities and Societies: Philippine Institute of Chemical EngineersProcess Control and Instrumentation

Bachelor’S Degree, Chemical Engineering, 1.98

Activities and Societies: Philippine School of Chemical Engineers, Chemical Engineering Student Council, Mapua Institute of Technology.