Open to opportunities

Mary Geralyn Swa

@marygeralynswa

Message

Enthusiastic professional with a proven track record in sales and marketing.

Philippines

Message

What I'm looking for

I am looking for a role that offers growth opportunities and values teamwork.

I am an enthusiastic professional with over ten years of experience in sales, marketing, customer service, operations, human resources, and office management. My expertise lies in motivating, training, and supervising a sales and marketing force, consistently surpassing sales quotas and goals. I pride myself on being innovative and resourceful, with a strong reputation for adhering to high ethical standards.

Currently, I serve as a Unit Manager at Sun Life of Canada Philippines, where I manage a team of financial advisors. My leadership has been recognized with several awards, including the Team Strong Excellence Award. My previous roles have equipped me with substantial knowledge in financial products, including life insurance and mutual funds, and I have a proven track record in telemarketing and direct sales.

Throughout my career, I have demonstrated a strong ability to build and lead high-performing teams, ensuring accountability and productivity while maintaining excellent customer service. I am passionate about developing my team and creating an environment that fosters growth and success.

Experience

Work history, roles, and key accomplishments

Current

Unit Manager

Current

Sun Life of Canada Philippines, Inc.

Apr 2021 - Present (4 years 2 months)

Managed a team of Financial Advisors, focusing on sales commission, manpower validation, and quality assurance. Recognized with the 'Team Strong, Excellence Awarding' in both 2021 and 2022.

Manpower Validation Quality Assurance Team Leadership Performance Management

Financial Advisor

Sun Life of Canada, Philippines

Oct 2013 - Mar 2021 (7 years 5 months)

Advised clients on life insurance, variable life insurance, mutual funds, and investment funds. Achieved significant sales milestones, earning Medallion Awardee and Macaulay Member status.

Variable Life Insurance Funds Financial Planning Sales Client Relationship Management

Sales Manager / Operations Manager / Telesales Manager

ANZ (Australia New Zealand Bank) Global Services and Operati

Feb 2011 - May 2012 (1 year 3 months)

Led a high-performing telesales team for ANZ Singapore's personal loans, unsecured lending, overdraft, and credit card products. Accountable for job productivity, sales deliverables, and ensuring team adherence to bank compliance requirements.

Sales Management Operations Management Telesales Customer Acquisition Team Leadership Compliance Financial Products Process Improvement

Telesales Officer

ISI Marketing Germany

Mar 2010 - Apr 2010 (1 month)

Engaged in telesales and customer service for overseas clients across China, India, Singapore, and Germany. Focused on client engagement and support in international markets.

Telesales Customer Service International Sales Client Engagement Communication CRM Software

Telesales Manager

Presto Marketing Services, Inc.

Oct 2001 - Dec 2009 (8 years 2 months)

Established and managed a sales force of 30-50 telemarketers for bank consumer products, including credit cards and personal loans. Developed sales and marketing plans, implemented key performance indicators, and consistently ensured customer satisfaction.

Sales Planning Customer Satisfaction Recruitment MS Windows

Telemarketing Officer

Card Dynamics, Citibank N.A.

Jun 1999 - Sep 2001 (2 years 3 months)

Assigned to the Cross-sell Division, responsible for activating pre-approved cards, renewals, conversions, and upsells. Also handled the hard-sell division for card acquisition and provided primary customer service.

Telemarketing Cross Selling Customer Acquisition Customer Service Sales Financial Products

Division Assistant

JVC Company-Provi

Apr 1998 - Sep 1998 (5 months)

Provided administrative and operational support within the division. Contributed to the team's efficiency and assisted in various tasks.

Administrative Support Office Management Data Entry Team Collaboration Communication

Education

Degrees, certifications, and relevant coursework

Benedictine Abbey School (San Beda Alabang)

High School Diploma, General Studies

Attended Benedictine Abbey School for secondary education. Completed a comprehensive curriculum in preparation for higher education and personal development.

De La Salle University- College of Saint Benilde

Bachelor of Arts, Human Resource Management

Completed a Bachelor of Arts degree with a major in Human Resource Management. Gained comprehensive knowledge in HR principles, practices, and organizational behavior relevant to modern workplaces.

De La Salle University

Master of Science, Psychology

Pursued graduate-level studies in Psychology, focusing on advanced concepts within the field. Completed a few units towards the Master of Science degree.