Cleotilde C.
Senior Insurance and Commodities Business Development Manager
Open to offersNew to PlatformAbout
Cleotilde G. is an accomplished executive and entrepreneur with proven expertise in the insurance, energy and construction commodities, real estate, banking, BPO/contact services, and ecommerce marketing sectors. As Founder and CEO of Mainsource Commodities Trading Corp., she oversees strategic direction, executive leadership, and budget management for an organization operating in the energy and construction commodities space. Her experience also includes acting as Managing Director of Mainsource Insurance Services, where she facilitated insurance solutions across 14 brands and multiple HMO companies, acting as an intermediary and broker. At FWD Philippines and Philam Life, Cleotilde G. managed sales operations, policy implementation, recruitment, and KPI maintenance in unit management roles. Serving as Business Development Manager at Moneymax Philippines and Alpha Trion Contact Services, she established provider relations, conducted market analysis, and built business pipelines. Her previous roles at DMCI Homes and Xerox (ACS Philippines) involved project management, operations strategy, team leadership, P&L oversight, and large-scale client and staff management within highly regulated industries.
Experience
Financial Wealth Manager
FWD PHILIPPINES · 2023 — 2024Oversee sales and operations within a unit environment, develop and apply policies for cohesive functioning, and evaluate unit performance to enhance efficiency. Foster insurance agent communication with policyholders and maintain KEY PERFORMANCE INDICATORS (KPIs) while continuously recruiting, training, and coaching advisors.Unit Manager
PHILAM LIFE · 2017 — 2023Manage overall sales functions within a unit, establish and implement policies for unit cohesion, and assess performance areas for improvement. Engage with insurance agents to ensure effective communication with policyholders, identify and manage risks, and maintain after-sales processes. Additionally, facilitate the recruitment, training, and empowerment of advisors.Founder/CEO
MAINSOURCE COMMODITIES TRADING CORP. · 2022 — PresentDirect the strategic course of the organization, making decisions related to new product lines, competitive advantages, and market opportunities. Build and manage the executive leadership team, oversee financial planning, and represent the company in various public forums.Business Development Manager (Consultant)
MONEYMAX PHILIPPINES · 2013 — 2017Build and enhance relationships with insurance providers to align with company objectives, while nurturing existing partnerships. Develop a comprehensive understanding of insurance products, coordinate marketing campaigns, and facilitate provider training as required.Business Development Manager (Consultant for Insurance)
ALPHA TRION CONTACT SERVICES INC. · 2013 — 2014Identify and propose potential business opportunities by engaging potential clients and exploring outsourcing options. Conduct lead follow-up activities, ensure adherence to sales processes, and monitor all business development activities while collaborating with executives on strategic implementations.Managing Director/Founder
MAINSOURCE INSURANCE SERVICES · 2013 — PresentAct as an intermediary between clients and insurance companies, servicing individual and corporate clients across various insurance lines. Use expertise in risk assessment and the insurance marketplace to secure suitable coverage and provide client advice, while serving as the main point of contact for insurance needs.Project Sales Manager
DMCI HOMES INC. · 2011 — 2013Lead and manage a sizable sales team dedicated to selling various property types, including condominiums and residential lots. Set sales directions, prepare performance reports, and develop marketing initiatives that contribute to brand value and market share.Strategic Business Unit Manager (SBU 1)
XEROX (ACS PHILIPPINES) · 2008 — 2011Manage the operations of a business unit, acting as the primary client contact to ensure service delivery and satisfaction. Maintain profit and loss accountability, coordinate budgeting and planning activities, and oversee a team of 200 full-time employees.AVP - Business Development
BANCLIFE INSURANCE CO., INC. · 2003 — 2007Head the Life and Non-life sales and marketing division, generating business from high-net-worth clients and corporate accounts. Collaborate with brokers for business development, conduct product training, and participate in strategic discussions for new marketing initiatives.AVP - Regional Sales Manager
AYALA PLANS INC. · 1999 — 2002Fulfill regional sales objectives by recruiting, training, and managing staff across designated districts, while implementing and reviewing strategic sales plans. Maintain and expand customer relationships and analyze competitor activities and product trends.New Accounts/Customer Service Officer
PRUDENTIAL BANK · 1995 — 1998Handle customer inquiries regarding products and services, assist in account openings, and update customer records. Resolve complaints by identifying issues and providing appropriate solutions, while compiling reports on customer feedback and maintaining account information.
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