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Monette U. — Mid-Level Sales and Client Relationship Manager from Philippines

Monette U.

Mid-Level Sales and Client Relationship Manager

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Monette V. is a results-driven professional with over 5 years of experience in sales, customer service, and lead generation. Having worked in the financial services sector, she has honed her skills in client relationship management, negotiation, and handling end-to-end sales processes. At Insular Life, she excelled as a Licensed Financial Advisor, generating new leads, building long-term client relationships, and recommending tailored financial and insurance packages while coordinating with a team to enhance sales strategies. Previously, at Manulife Philippines, she served as a Unit Manager, where she managed inventory records, handled client consultations, and led a team of advisors to achieve their sales targets. With a strong educational foundation in secondary education and a passion for lead generation and market research, Monette delivers results effectively in dynamic and fast-paced environments.

Experience

  • Licensed Financial Advisor

    Insular Life · 2025 — Present
    Generated leads and identified prospective clients through networking and referrals. Established enduring relationships with clients to promote retention and satisfaction. Evaluated client needs to suggest customized financial and insurance packages. Collaborated with a team to enhance sales strategies and performance.
  • Unit Manager

    Manulife Philippines · 2010 — 2018
    Oversaw inventory management and maintained precise stock records. Managed order fulfillment and organized stock systematically to ensure operational efficiency. Conducted client consultations to guide them in selecting life and health plans. Provided leadership and mentorship to a small team of advisors to achieve sales goals, assisting in deal closures and client negotiations.
  • Warehouse Clerk

    Maxim Integrated
    Handled inventory records with accuracy and maintained stock counts. Assisted in order fulfillment and packing while ensuring an organized stock environment. Facilitated efficient daily operations and precision in data entry.

Skills & Expertise

Education

  • Bachelor of Science in Secondary Education
    Lipa City Colleges · 1995 — 1997

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