Sales Executive
Takaful Emarat Insurance, PSC
Total years of experience :22 years, 10 Months
Responsible in retaining and servicing Takaful Emarat’s insurance business:
Collecting names of possible clients or prospects;
Visiting clients to give guidance and advice on their insurance requirements;
Establishing client’s needs and designing appropriate solutions;
Overseeing quality of work;
Supporting colleagues with technical and market information;
Ensuring compliance with procedures.
Ensuring that the Medical Representatives (Team Members) are working efficiently and achieving their monthly targets;
Developing, implementing and monitoring effectiveness of sales and marketing activities;
Creating and managing sales forecast and budgeting including accounting, auditing and financing:
Monitoring Purchase Orders from customers and follows up invoicing from the Sales Secretary;
Updating lists of Postdated Cheques received from clients for future deposits;
Checking the accuracy and completeness of shipping invoices received by customers from distributor;
Preparing periodic reports for presentation to management;
Safeguarding company assets and implement its policies, rules and regulations;
Conducting regular physical inventory of company’s resources like samples, revolving funds, cash advances and other materials assigned to Medical Representatives;
Performing analysis, compliance test and thorough examination of receipts for reimbursement of expenses.
Evaluating the skills and knowledge areas as per coaching form after each field visits;
Ensuring that clients specially target doctors, administrators, pharmacists and wholesalers including owners of drugstores are being visited and concerns are addressed immediately (Customer Service);
Actively involved in hiring and retaining qualified Medical Representatives for the Team (Human Resources Function);
Responsible for the product presentations to target clients or customers and initiate local sales and marketing strategies and plans.
Arranging appointments with doctors, pharmacists and hospital medical teams, which may include pre-arranged appointments or regular 'cold' calling;
Making presentations to doctors, practice staff and nurses, hospital doctors and pharmacists in the retail sector. Presentations may take place in medical settings during the day or may be conducted in the evenings at a local hotel or conference venue;
Organizing conferences for doctors and other medical staff;
Managing budgets (for catering, outside speakers, conferences, hospitality, etc);
Reaching (and if possible exceeding) annual sales targets;
Planning work schedules and weekly and monthly timetables. This may involve working with the district sales team or discussing future targets with the District Business Manager;
Regularly attending company meetings, technical data presentations and briefings;
Keeping up with the latest clinical data supplied by the company and interpreting, presenting and discussing this data with health professionals during presentations;
Monitoring competitor activity and competitors' products;
Developing strategies for increasing opportunities to meet and talk to contacts in the medical and healthcare sector.
Operating the telephone switchboard system. Receiving local and international calls/ screens / and transferring to concern person;
Arranging Administrator’s meetings, appointments and minutes of meeting;
Entertaining visitors / clients as to their requirements;
Coordinating / arranging hotel reservations & travel itineraries of Administrator and guests;
Handling couriers local and international;
Handling petty cash, accounts details for the company;
Handling the statement of accounts for follow up of payments/ receivables;
Ensuring transaction records are maintained in an accurate manner and in accordance with policies and procedures and regulatory requirements;
Overseeing all supply purchases to ensure that expenses are maintained within the budgetary guidelines;
Providing the Administrator with routine reports and other requested information as needed;
Recruiting, screening, interviewing, and hiring staff, in consultation with the Administrator as needed;
Coordinating the orientation and training of staff, including regular staff in-services, in consultation with the Administrator as needed;
Assisting the Administrator in providing oversight to staff, including taking disciplinary action as needed;
Assisting the Administrator with marketing and public relations tasks; assessment and service planning activities;
Performing all other tasks as requested.
Supervising the activities of subordinates;
Initiating promotional programs and monitors to evaluate effec¬tiveness by the level of the sales of advertising;
Organizing sales force, laying out territories and assigning sales representatives to territories;
Recommending the establishment of advertising rates, mechanical specifications and promotional policies, such as, appropriateness of inserts, acceptance policy for advertisements and extra charges for special services;
Checking ad layouts for accuracy and ensures that deadlines are met.
Second Course
I've been one of the active athletes in the University. I am one of the Varsities of the Accountancy Division, Bachelor of Science in Accountancy Team. I consistently received the award "Mythical Six" during my 2nd year, 3rd year and 4th year in the University. I am also the External Vice President of the Class and the representative of the class to the overall organization of the course, Philippine Institute of Accounting Management Students. After my graduation, I enrolled my second course, Bachelor of Science in Accountancy at St. Paul's Business School, Palo, Leyte, Philippines. I finished my second course on March of 2001.