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Yuki Archie

Archie Yuki

Financial Literacy Advocate

Name:Archie Yuki
Address:4th floor Karina Bldg. No. 33 Shaw Blvd. Pasig City
Phone:09175769607
Email:archieyuki30@gmail.com
My advocacy is to provide Filipino Savers enough financial knowledge that will enable them to make an informed financial decision.

WORK EXPERIENCE

May 2017 - present

First Metro Asset Management Inc.

Certified Investment Solicitor

I provide investment opportunities for the investors to grow their money in Equities and Bonds for their Financial goals in the future.

Jun 2016 - present

Mapfre Insular

Insurance Specialist

I provide services for non-life insurance for vehicle insurance, property insurance, accident            insurance, marine insurance and travel insurance.

Jun 2015 - present

Insular Health Care

Health Insurance Specialist

I provide in-patient,out-patient,emergency services,dental services and Annual Physical Examination for  HMO needs.

Apr 2015 - present

The Insular Life Assurance Ltd., Co.

Financial Planner

I help people to create their sound financial future while protecting themselves and their loved ones for the present. (Life Insurance, Investment, Health Insurance)

 

Job description:

  • Advocates Financial Literacy to Filipinos.(Earning,Saving,Insuring,Investing and Preserving)
  • Sourcing, prospecting and recruiting potential business partners for the company.
  • Marketing the career as Financial Planners for the Filipinos.
  • Agency Support and Development.
  • Conduct and facilitate Seminars of Financial Literacy.
  • Conduct Face-to-Face Presentation of the opportunity of Life Insurance Business.
  • Conduct Agent’s Licensing Training of Traditional License and Variable Unit Linked License for Insurance Commission’s requirements.
  • Conduct Focus Group Discussion and consistent Skill Development Reviews of Agency Sales.
  • Analyze different recruitment channels/networks in relation to building the agency sales.
Aug 2014 - Apr 2015

Sun Life Grepa Financial Inc.

Sr. Recruitment and Development Officer

To contribute in building the agency and development of its sales.

 

Responsibilities include:

-Conduct and facilitate Business Opportunity Meeting and Briefing as scheduled by the   Recruitment and Development Department

-Conduct Focus Group Discussion and consistent Skill Development Reviews of Agency Sales.

-Coordinate with different allied departments such as Agency Training, Business Analysis and Licensing Department in relation to training, licensing and agency development requirements.

-Coordinate with Agency Sales through the Regional Managers, and from time to time with Core Group Leaders in relation to Recruitment activities and Agency Development programs.

– Analyze different recruitment channels/networks in relation to building the agency sales.

– Analyze and construct different recruitment and agency development plans.

– Monitors the progress of agents from based on the set and official Recruitment and Agency   Development System.

Aug 2010 - Aug 2014

The Insular Life Assurance Ltd., Corp.

Regional Sales Staff/Specialist

Provide marketing, training, technical and administrative support to the Regional Head in managing and monitoring sales and conversion of the Company in the District Offices of the Region to ensure the attainment of premium production and persistency targets as well as agency manpower development goals.

Responsibilities include:

  • Provide trainings for newly recruited agents/applicants such as Insurance Commission Examination Review, Variable Examination Review, Fast Start Training and other essential trainings as assigned by the Regional Head for the existing agents.
  • Prepares statistical reports on production and manpower and renders analyses thereof that will aid the Regional Head in planning, organizing, implementing and evaluating sales activities in the Region.
  • Performs various administrative and technical functions necessary for the smooth operation of the Region.
  • Assists the Regional Head in development, implementation and monitoring of marketing-related programs and agency motivational activities in the region, division and of the Company.
  • Addresses inquiries from Managers and agents in connection with their licensing status.
  • Assists the Regional Head in ensuring that budgetary expenses of the Regional office are maintained within approved budget.
  • Coordinates with the sales agents for the different marketing activities of the company to boost sales.
Jul 2009 - Apr 2010

Quantum Hotels Inc.

Account Executive

Provide sales and marketing for the Three properties of Quantum Hotels which are BSA Suites, BSA Tower, and Perla Mansion .

  • Doing Sales Call(Fieldwork) to areas assigned by Sales and Marketing Manager. Visit the existing clients and look for new clients to generate income for the properties.
  • Looking for Travel Agencies partners to promote the properties.
  • Bring the new prospective clients to the properties and do ocular at the three properties.
  • Monitor the quality of the service of the properties to the clients by asking feedback and report it to the concerned department like Housekeeping, Security, Food and Beverage for improvement.
  • Organize events to promote the properties. Like Booth set-up, joining the Travel and Hotel Fair, Sales Blitz, internet blitz, telephone blitz etc.
  • Performing all other related functions that may be assigned by the sales and marketing manager.
Feb 2007 - Jul 2008

City Garden Hotels

Account Manager

Provide sales and marketing for the two properties of City Garden Hotels which are City Garden Suites.

  • Doing Sales Call(fieldwork) to areas assigned by Sales and Marketing Head. Visit the existing clients and look for new clients to generate income for the properties.
  • Looking for Travel Agencies partners to promote the properties.
  • Bring the new prospective clients to the properties and do ocular at the three properties.
  • Monitor the quality of the service of the properties to the clients by asking feedback and report it to the concerned department like Housekeeping, Security, Food and Beverage for improvement.
  • Organize events to promote the properties. Like Booth set-up, joining the Travel and Hotel Fair, Sales Blitz, internet blitz, telephone blitz, etc.
  • Performing all other related functions that may be assigned by the sales and marketing manager.

SEMINARS/TRAININGS/CONFERENCES

Apr 2014

StartUp BootCamp

Conducted by Jessica Mah
CEO of inDinero
iRapple Lab 23rd floor East Tektite
Ortigas Center Pasig City

Nov 2013

ESTATE PLANNING

Conducted by Atty. Leo Cabrera
Ascott Hotel
Makati City Philippines

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