Gene Lumbao Jr.

• Managed approximately 60-80 outbound calls and 10-20 inbound calls per day from customers.
• Provided financial concepts and solutions to families to increase cash flow, manage their debt, create emergency funds, have proper protection for their loved ones, and build long-term assets.
• Assisted 100-200 new prospective clients and existing customers per week in understanding life and health products and acted as a connection between them and the financial institution to ensure customer satisfaction by resolving 95% of inquiries, and increasing customer retention by 10%.
• Applied knowledge of brokerage, Life and Health products, Annuity, and Long-Term care service processes to provide expert advice to customers and resolve complex issues.
• Completed over 200 hours of training and certification to enhance skills and stay updated on the latest trends and regulations.

• Choose materials and develop lesson plans to enhance skills for each prospective client to increase their savings and retirement plan by up to 25%.
• Provided training and support to sales professionals to handle objections and rejections, generating an increase in closing ratio by 18% quarterly

• Learned new materials, courses, and programs to build an understanding of the financial industry.
• Participated in on-the-job training, working closely with managers, sales trainers, and coworkers and asking appropriate questions.
• Acted with integrity, honesty, and knowledge to promote the culture of the company.

.