April Joy Soriano

• Building good rapport with Bank Partners and Relationship Managers for continuously acquisition of referrals and leads for prospective clients for Life Insurance, Accident Insurance, Mortgage Redemption Insurance and other products.
• Directly offers and sells tailored and customized group insurance to corporate companies.
• Prospecting for new business, monitors sales from franchising, negotiating for better rates, preparing/ presenting proposals up to closing of accounts.
• Maintaining existing relationships to give assistance should a need arises
• Provides employee benefit orientation to clients regarding their employee benefits
• Serves as point of contact for business customer’s issues.
• Develop marketing strategies to compete with other companies who sell insurance
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Performs administrative tasks such as preparing weekly and monthly reports of sales and achievement of actual sales against target.
• Cold calling to arrange meetings with potential customers to prospect for new business
• Representing the company at trade exhibitions, events and demonstrations

Corporate Business Development Executive for Broker Channel (2014)

• Offers and sells group insurance to corporate companies.
• Prospecting for new business, monitors sales from franchising, negotiating for better rates, preparing/ presenting proposals up to closing of accounts.
• Maintaining existing relationships to give assistance should a need arises
• Orient clients regarding their employee benefits
• Serves as point of contact for business customer’s issues.
• Prepares weekly and monthly reports of sales and achievement of actual sales against target
• Monitors the posting of monthly production


Financial Advisor (2013)

• Licensed Financial Advisor - Life and VUL (Mutual Funds and Investments)
• Provides specialist advice to clients on managing their money in the most profitable and secure way.
• Customize insurance programs to suit individual customers, often covering a variety of risks. Calculate premiums and establish payment method.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Develop marketing strategies to compete with other individuals who sell insurance.

• Ensures proper coordination of incoming communications and guest relation services. Effectively manage the hotel reservations and booking of Instructors and/or delegates and provides visa assistance if applicable.
• Attends to and coordinate guests and visitors.
• Liase with the hotels to secure Instructor’s and/or Delegates’ accommodation in their respective venue as well as visa requirement (if applicable).
• Maintain communications with both Delegates and hotels concerning rooms and visa requirements. Coordinate the delegates’ accommodation requirement details with hotels and provide booking confirmation and visa status details to the delegates.
• Ensure that cancellations and/or release of rooms are performed before deadlines to avoid cancellation charges.
• Maintain track log of hotel reservations/cancellations made.
• Maintenance and upkeep of public programmes - Hotel coordination documents and records.
• Ensure that tools and equipment required for each of the seminars are in place prior to the commencement of each day’s session and as well as any specific item requested by individual Instructors.
• Ensure that banqueting arrangements are in place and adequate.

Assistant to the Managing Director

• Provide administrative support including screening of telephone calls, taking messages, management of travel calendar & email account.
• Scheduling and setting of meeting, checking and writing emails, drafting correspondence, document editing, and research. Filter emails, highlight urgent correspondence and print attachments.
• Coordinate international and domestic travel arrangements, transportation and lodging.
• Organizing and coordinating all meetings. Record and distribute all Trustee meeting minutes and materials.
• Coordinate and assists with creating expense reporting and expense reimbursements.

Database Administrator

• Establishing the needs of users and monitoring user access and security
• Safekeeping of all important school data with utmost security
• Protecting all data against unknown users and viruses
• Controlling access permissions and privileges;
• Developing, managing and testing back-up and recovery plans against any possible loss
• Ensuring that storage and archiving procedures are functioning correctly

Recruitment of New and Foreign Employees

• Recruiting staff - this includes developing job descriptions and person specifications, preparing job adverts, checking application forms, shortlisting, interviewing and selecting candidates
• developing and implementing policies on issues like working conditions, performance management, equal opportunities, disciplinary procedures and absence management
• advising on pay and other remuneration issues, including promotion and benefits;
• undertaking regular salary reviews
• administering payroll and maintaining employee records
• planning, and sometimes delivering, training - including inductions for new staff

• Establishes effective rapport with debtors, responsible relatives and other parties to obtain information and elicit cooperation.
• Independently evaluates information and initiate action within prescribed guidelines.
• Establishes and maintains accurate records and files.
• Understands, applies and explains pertinent laws and procedures concerning collections and the seizure and sale of personal property.
• Learns computer applications and to accurately input and access information on an on-line, real-time system.
• Negotiates agreements and settlements within established guidelines.