Lopez B.
Mid-Level Insurance Financial Advisor
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FilipinoEnglish
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About
Benedick L. is an accomplished professional with expertise across Risk Management, Business Development, and Client Relations within industries such as healthcare, banking, insurance, immigration consultancy, and education. With an M.B.A. from San Beda University and a record of academic distinction, he currently serves as Special Lecturer at Lyceum of the Philippines University Manila, where he develops and delivers academic content in business communication and tourism marketing. His background includes roles as Marketing Officer at Diliman Doctors Hospital, Institutional Accounts Specialist at St. Luke’s Medical Center, and Sales Officer at Citibank N.A., demonstrating proficiency in corporate sales, client servicing, and organizing targeted promotional activities. His experience also extends to roles in insurance and immigration services, highlighting his ability to navigate regulatory environments and administer complex client requirements.
Experience
Financial Advisor (Freelance)
AXA Philippines · 2021 — 2023Acts as the primary liaison between the company and clients, addressing complaints, inquiries, and concerns. Facilitates negotiations and client requests while preparing associated documentation for sales proposals and service implementations. Conducts financial needs analysis to align clients' short- and long-term goals with appropriate products. Works with branch staff to boost revenue through promotional activities and client prospecting.Special Lecturer
Lyceum of the Philippines University Manila · 2022 — PresentDevelops and delivers learning materials aligned with the syllabus for Business Communication and Tourism Marketing. Engages in lectures both in-person and online. Monitors and assesses student performance and provides coaching and mentoring through individual or group meetings. Handles various administrative tasks, attends faculty meetings, and prepares necessary written reports.Immigration Consultant
AIMS Immigration and Relocation Specialist · 2020 — 2021Stays informed about evolving immigration laws. Works with prospective clients to assess their qualifications and service needs. Provides clients with necessary documentation and assists in the completion of paperwork to ensure timely submission. Verifies the authenticity of documents and coordinates medical and police checks for visa applications.Marketing Officer (Account Manager)
Diliman Doctors Hospital, Inc. · 2019 — 2019Plans and executes strategies to develop long-term relationships with corporate accounts by engaging key business executives through promotional activities. Acts as a liaison between customers and internal teams to ensure the effective delivery of solutions that meet client needs. Responsible for negotiations and creating Memorandum of Agreements with corporate accounts, while also developing referrals and monitoring accounts.Financial Specialist (Bank Assurance)
AXA Philippines · 2017 — 2018Serves as the contact point for addressing client complaints, inquiries, and concerns while maintaining effective communication. Responsible for negotiating and facilitating client requests. Prepares necessary documentation related to sales proposals and service implementations.Sales Officer (Universal Banker) – Personal Loans
Citibank N.A. · 2015 — 2016Ensures compliance with office policies and regulatory standards. Collects and consolidates sales and revenue data in call reports. Conducts presentations to a diverse client base and develops an understanding of client needs, facilitating client acquisition and maintaining ongoing relationships.Institutional Accounts Specialist
St. Luke’s Medical Center · 2011 — 2015Plans and implements promotional activities aimed at increasing awareness of SLMC’s services and facilities. Establishes and maintains effective communication with corporate accounts to promote services. Handles negotiations and agreements with corporate clients, while creating referrals and monitoring account development independently.Business Development Officer
Professional Diligence Foreign Exchange, Inc. · 2011 — 2011Analyzes local and international market trends that impact gold and currency pricing. Implements and evaluates business development strategies while conducting marketing calls and presentations on trading opportunities.Marketing and Business Development Specialist
Crown Asia Compounders Corporation · 2010 — 2010Conducts marketing calls to architects and real estate developers to promote product offerings. Organizes customer relations events and handles customer complaints, ensuring effective marketing strategies are implemented and evaluated for effectiveness.Corporate Accounts Assistant
Maxicare Healthcare Corporation · 2010 — 2010Serves as the first point of contact for client inquiries and resolves problems promptly. Coordinates with support groups to address client concerns and escalates major issues. Conducts training for clients on health coverage and benefits while assisting in client retention activities.
Skills & Expertise
Education
- Master in Business AdministrationSan Beda University · 2021 — 2025
- B.S. Marketing and Corporate Communications (with Academic Distinction)San Beda College · 2005 — 2009
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