Highlights:

Skills:

Account Executive 11/2021 - current
MOW NOW, Remote, New Zealand
Industry: Management
I manage the day-to day operations of the company. I set an appointment through emails, SMS, and phone calls (new and existing leads) and effectively communicate and present the MOW NOW services and value proposition to the client. I organize and keep the lead status updated in the CRM software.
• Qualifying, processing, following up on leads • Setting an appointment through emails, SMS, and phone calls (new and existing leads) • Effectively communicate and present the MOW NOW services and value proposition to the clients • Understanding and promoting the company’s lawn mowing and gardening services to new clients • Developing and maintaining strong relationships with new and existing clients • Maintaining comprehensive and accurate records of the clients • Preparing and submitting work summaries regularly • Organizing and keeping the lead status updated in the CRM software • Obtaining deposits and balance of payment from clients • Sending work lists or instructions to the gardeners daily • Issuing and posting bills, receipts, and invoice • Ensuring all clients remain informed on their outstanding debts and deadlines • Receiving and sorting incoming payments of new and existing clients through online payments, credit card or bank transfer payments--
Bancassurance Sales Executive 04/2019 - 05/2021
BPI AIA, Iligan City, Lanao del Norte Philippines
Industry: Bank
Offers different products and services to the bank clients
• Maintaining comprehensive and accurate records of the clients • Managing calendar, including making appointments and prioritizing the most sensitive matters • Arranging information for internal and external communication through memos, emails, presentations, reports • Answering high volume of customer calls to ensure excellent customer service and satisfaction • Developing strong and trusted relationship with customers through timely and accurate communications • Organizing meetings, including scheduling, sending reminders to the bank partners and clients • Filing and retrieving corporate records, documents, and reports. • Preparing, submitting and analyzing financial reports on a regular basis • Providing research intelligence on products, marketing campaigns, competitors • Assisting in developing sales and marketing initiatives • Cross-selling and upselling BPI-Philam products to BPI customers--

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