Richard Loo Tee Email and Phone Number

Management of sales & marketing, client support and servicing and bank relationship management operations among 61 branches in the region.KRAs: Sales Team Acquisition/Contracting, Licensing, Training, Retention, Productivity, Orphan Policy Servicing, Client Complaint Handling, Bank Branch Manager & Personnel Relationship Management, Regional Business Center Operations & Maintenance.

- Be a role model for the company culture.- Establish compensation, training, and sales incentive programs.- Develop plans and strategies for developing business and achieving the company’s sales goals- Manage the sales teams, operations and resources to deliver profitable growth- Manage the use of budgets- Hire and develop sales staff- Define and oversee sales staff compensation and incentive programs that motivate the sales team to achieve their sales targets- Work closely with the marketing function to establish successful support, channel and partner programs- Manage key customer relationships and participate in closing strategic opportunities- Work closely with President to develop and execute lead programs.

• Develops a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability. • Responsible for the performance and development of the Sales Managers. • Prepares action plans by individuals as well as by team for effective search of sales leads and prospects. • Initiates and coordinates development of action plans to penetrate new markets. • Assists in the development and implementation of marketing plans as needed. • Conducts one-on-one review with my Sales Managers to build more effective and to provide insight for the improvement of Sales Manager’s sales and activity performance. • Provides timely feedback to senior management regarding performance. • Maintains accurate records of all sales, and activity reports submitted by Sales Managers. • Creates and conducts proposal presentations.. • Assists Sellers in preparation of proposals and presentations. • Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team. • Recruits, tests, and hires Sales Managers based on criteria agreed upon by senior management.

• Monitors Sales force attendance and prepare a report for processing the allowance• Conduct inventory of collaterals and office supplies. • Accepts reservation agreement and reservation fee from the sales force to consummate the sale.• Sold residential lots located in Tagaytay. Conducts weekly meetings with Sales force to review the previous week’s performance and discuss the coming week’s activities, such as : Open House, Tent Manning and Saturation drive to deliver a set monthly sales target• In-charge in preparation of sales operation plan, program and also be in-charge in allocating operational budget to support the said plans and programs. Ensure that the mandated sales requirement are delivered on a monthly, quarterly and annual basis .• Designed and placed advertising thru on-line (internet), exclusive village magazine and newspaper.• Assist all walk-in clients and clients brought by In-house sales force and accredited brokers in presentation during Open House• Allocate the mandated sales requirements to the selling agents. • Monitored used and unused official and provisional receipts.