Mark Anthony San Marcos
Sales Executive
Dubai,Discovery Gardens
Summary
Sales Officer with strong background providing team leadership, creating brand vision and strategizing sales distribution channels. Expert at growing business by attracting new clients, interested investors and strategic partners. Led by example to demonstrate cooperation, dedication and diligence to drive results and achieve sales goals. Fostered long-term relationships and provided post-sales follow ups with clients for maximum satisfaction. Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships. Continuously monitor competitors and research market conditions to stay responsive and successful in dynamic environments. Persuasive negotiation and program management abilities.
Overview
12
12
years of professional experience
Work History
Bancassurance Financial Advisor
Sun Life Grepa Financial Inc.
08.2022 - 05.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
Marketing Professional
Toyota Calamba Laguna Inc,
05.2021 - 05.2022
- Conducted market research and analysis to identify consumer trends and preferences.
- Increased brand awareness by implementing targeted marketing campaigns and utilizing social media platforms.
- Modernized web pages and updated social media presence as part of comprehensive strategies to enhance customer engagement.
- Established partnerships with industry influencers, expanding brand reach and increasing credibility within the target audience.
- Developed a comprehensive digital advertising strategy across multiple platforms including Google AdWords, Facebook Ads Manager, LinkedIn Campaign Manager which resulted in an increase of online conversions.
- Facilitated collaboration between sales and marketing teams for better alignment on goals and strategies, leading to increased revenue growth.
- Successfully rebranded a product line by conducting thorough customer research, developing new logos and packaging designs, and launching a coordinated marketing campaign across all channels.
- Monitored social media questions and comments and appropriately responded.
- Monitored trends in social media, industry, and competitive landscape to create new material.
- Met with vendors to assess products, inquire about services and negotiate pricing.
Purchasing and Asset Management Officer
STI Education Services Group, Inc.
07.2018 - 07.2019
- Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
- Mentored junior staff members, helping them develop their skills and advance in their careers.
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
- Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
- Optimized resource utilization by reallocating personnel based on workload assessment resulting in balanced workload distribution among the team members.
- Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
- Managed budgets effectively, prioritizing resource allocation for maximum impact on departmental goals.
- Negotiated contracts with vendors optimally, securing best deals for the organization while maintaining excellent working relationships.
- Collected, arranged, and input information into database system.
- Generated reports detailing findings and recommendations.
Restaurant Waiter
Max's Restaurant (Calamba 5M Foods Corp.)
05.2012 - 05.2018
- Maintained clean and organized dining areas for optimal guest experience.
- Cultivated warm relationships with regular customers.
- Quickly reset and cleaned up tables after customers left to enable speedy turnaround and guest flow.
- Answered customers' questions, recommended items, and recorded order information.
- Supported fellow waitstaff through teamwork during busy times, sharing responsibilities as needed.
- Collaborated with kitchen staff to ensure timely delivery of orders, resulting in positive feedback from guests.
- Processed cash and credit card transactions accurately, maintaining accountability for all sales revenue generated during shifts.
- Maintained professional demeanor under pressure while managing challenging situations involving dissatisfied customers.
- Addressed guest concerns promptly and professionally, fostering a positive dining atmosphere.
- Bussed and reset tables to keep dining room and work areas clean.
- Utilized time management skills to prioritize tasks effectively during busy shifts, ensuring prompt attention to all guests'' needs.
- Developed strong rapport with regular customers, encouraging repeat visits and loyalty to the establishment.
- Contributed positively to the overall workplace culture through proactive communication, problem-solving, and a commitment to continuous improvement.
- Promoted restaurant specials and upsold menu items, increasing overall sales revenue.
Education
Bachelor of Science - Bachelor of Science in Information Technology
STI College Calamba
Laguna, Phippines05.2018
Associate of Science - Diploma in Hotel And Restaurant Management
Laguna State Polytechnic University
Laguna, Philippines04.2011
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Financial Advising
- Client Relations
- Banking
- Asset Allocation
- Insurance Planning
- Sales Expertise
- Cash Handling
- Making Insurance Decisions
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteImportant To Me
Company CultureWork-life balanceCareer advancementPaid sick leaveHealthcare benefitsTeam Building / Company RetreatsWork from home optionPersonal development programsPaid time offTimeline
Bancassurance Financial Advisor
Sun Life Grepa Financial Inc.
08.2022 - 05.2024
Marketing Professional
Toyota Calamba Laguna Inc,
05.2021 - 05.2022
Purchasing and Asset Management Officer
STI Education Services Group, Inc.
07.2018 - 07.2019
Restaurant Waiter
Max's Restaurant (Calamba 5M Foods Corp.)
05.2012 - 05.2018
Bachelor of Science - Bachelor of Science in Information Technology
STI College Calamba
Associate of Science - Diploma in Hotel And Restaurant Management
Laguna State Polytechnic University
Similar Profiles
Gian Ulysie BaldozGian Ulysie Baldoz
Regional Expansion Manager - Senior Manager at Sun Life Grepa Financial IncorporatedRegional Expansion Manager - Senior Manager at Sun Life Grepa Financial Incorporated
Chona PillenaChona Pillena
Health Care & Investment Specialist at Sun Life Grepa Financial, Inc.Health Care & Investment Specialist at Sun Life Grepa Financial, Inc.
Carmen Dilag IICarmen Dilag II
Financial Solutions Consultant at FWD Life Insurance PhilippinesFinancial Solutions Consultant at FWD Life Insurance Philippines