At Manulife Philippines, I lead and train a 10-person advisory team on sales funnel execution, lead generation, and social media prospecting. I run monthly team meetings and weekly coaching sessions, and I conduct the “Never Miss Again” sales and appointment-setting workshops.
My financial advisory work at Manulife began in 2018, when I built a client book through financial needs analysis and advisory. I ranked second company-wide in Financial Needs Analysis performance and received the LIMRA International Quality Award (IQA) — Silver in 2026.
In remote B2B outbound sales, I cold-called businesses about waste management contracts and exceeded a monthly quota of three closed accounts, reaching 10 in one month. After promotion to Team Lead, I managed and coached 15 sales agents, ran training and feedback sessions, and closed escalations.
I’ve also supported a US-based business coaching practice with calendar and inbox management, outreach, and appointment setting. In that work, I coordinated projects in Trello and Slack, recorded Loom walkthroughs, and tracked leads to booked calls in the CRM.
