PROFILE
Motivated sales professional with more than 10
years sales representative experience.
Creative advisor providing financial planning
strategies for clients by accurately assessing each
client’s present and future financial needs,
objectives and requirements.
EXPERIENCE
FINANCIAL ADVISOR
Sun Life of Canada Phils. Inc.,
May 2013 up to present
JENNIFER
GRACE
POQUIZ
SALES AND CUSTOMER
SERVICE SUPERSTAR
CONTACT
--
SOCIAL MEDIA
Jennifer Grace Azul Poquiz
@gracepoquiz
jengracepoquiz
Closed an average of 5-8 applications per
month
Calculated premiums and established payment
methods for sales
Evaluated leads obtained through direct
referrals, lead databases and cold calling
Finalized sales and collected necessary
deposits / payments
Collected premiums on or before effective date
of coverage
Contributed ideas and offered constructive
feedback at weekly sales training meetings
Calculated quotes and educated potential
clients on insurance options
Met with prospective client and business
owners in their homes, businesses and other
settings
Evaluated the accuracy and quality of data
entered into the agency management system
Followed up with client on unresolved issues
Reported policy changes and company
conditions affecting customer satisfaction
Conducted annual reviews of existing policies
to update information
Implemented improvements in manual and
electronic billing procedures
Tracked the progress of all outstanding
insurance
SENIOR SALES ASSISTANT
SKILLS
Life and health insurance
products
Customer service
Investment products
Self motivated
Award winning sales
professional
Client development
Client acquisition expert
Highly competitive
Sales force knowledge
Personable
Driven
Prospecting
Diamond Star Agro Philippines Incorporated
June 2006 - May 2013
EDUCATION
Reviewed operational records and reports to project
sales and determine profitability
Promptly resolved all customers requests, questions and
complaints
Maintained knowledge of current sales and promotions,
policies regarding payment exchanges and security
practices
Trained all incoming sales team members
Built relationships with customers and the community to
establish long term business growth
Attended sales training camp and brought best practice
leadership back to the company
Contacted customers by phone and accommodate their
requests
Bachelor of Science in Civil Engineering
University of the East Caloocan
4th yr / Undergraduate
HR ADMIN ASSISTANT
High School Diploma
Cayetano Arellano High School
Graduate1997
Exprecs Incorporated
Nov 2005 - June 2006
Developed and facilitated all new hire
orientations
Managed all aspects of leave administration,
including employee notifications and health
benefits
Established and monitored employee pay scales
Acted as liaison between employees and resolve
problems and clarify benefits
Updated key human resource metrics, including
turnover and termination
Processed unemployment claims and acted as
the company representative
