Troy Dela Cruz CV Financial Advisor Sales Experience
1. 1 Curriculum Vitae – Troy L. Dela Cruz
Independent Financial Advisor
Quota-surpassing Sales Executive with history of exceeding employer expectation across
diverse industries. Enjoy talking to people and establishing long-term loyal customer base.
Persuasive Communicator; use consultative selling skills to identify opportunities, overcome
objections, build relationships and turn cold canvassing into sales.
Tenacious negotiatorand closer; adept in conveying benefits of products/services
and generating customer interest. Quickly learn, master and sell new product offering.
Key Competencies and Skills
Customer Acquisition and Service
Social Media Marketing
Cold Calling
Financial Consultancy
Referral/Repeat Business Generation
PowerPoint Presentations
Public Speaking
Complaint Handling
Consultative Sales
Market Research
Sales Reports & Correspondence
Inventory Management
POS Systems
Marketing Strategies and Campaigns
Corporate Communications
Sales and Collateral Support
RECENT AWARDS
Awardof Excellencefor exceeding Sales
Quota
(Morethan 600% Achievement) Security Bank,
December 2014
Awardof Excellencefor achieving the most
number of Home Loans
(Morethan 2 Million Home loan sales) Security
Bank - Area 17, Mandaluyong,December2014
ACADEMIC QUALIFICATION
Mapúa Institute of Technology (Makati Campus, Philippines)
Bachelor of Science in Entrepreneurship – Graduate/Diploma (January 2014)
TROY L. DELA
CRUZ
Al Falah St., AbuDhabi, UAE
Mobile: +971 50 221 6778
Email Address: troy_delacruz@hotmail.com
2. TROY L. DELA CRUZ MOBILE NO.: +971 50 221 6778 E-MAIL ADDRESS: troy_delacruz @ hotmail.com
2 Curriculum Vitae – Troy L. Dela Cruz
Mapúa Institute of Technology (Makati Campus, Philippines)
Bachelor of Science in Mechanical Engineering – Undergraduate (June 2008)
PROFESSIONAL WORK EXPERIENCE
CONTINENTAL INSURANCE BROKERS LLC – Over 19 years’ experience in Life Insurance and
Investments
Independent Financial Advisor – Sales Executive, May 2016 – Present
Responsibilities:
Contacting clients and setting up meetings, either within an office environment or clients’ homes
or businesspremises
Conductingin-depthreviewsof clients’financialsituation,currentprovisionandfuture aims
Analyzinginformationandpreparingplansbestsuitedtoindividual clients’requirement;
Researchingthe marketplace the marketplace and providingclientswithinformationonnewand
existingproductsandservices
DeliverpersonalizedInvestmentsolutionstohelpclientsworktowardtheirlong-termfinancialgoal
Monitor financial market trends to ensure that plans are effective, and to identify any necessary
updates.
Keepsupdatedontrendsinthe Financial Sector
Uses Social Mediaas mediumtosearchfor potential clients.
Partial Underwriting
SECURITY BANK CORPORATION – Leading Commercial Bank in the Philippines for 60 years
Sales Associate - Junior Assistant Manager, April 2014 – August 2015
AdvancedpromotionformSalesAssociate Rank6 to JuniorAssistantManager.Achievingsalesquotasand
organizingeventstofurtherestablishthe brandof ourbank.
SelectedAccomplishments:
Achievedmore than600% salesquotaFY 2014
EarnedPHP 13 Mil solicitedaccountsFY2014
Soldover100+ CreditCardsto ClientsFY2014-2015
Soldworthof PHP2.5 Mil Home loan FY 2014
Achievedthe highestamountof Treasurytransaction(FXTrading) FY2014
Contributedtooverall branchsalesbyTreasurytransaction
Assistedcountlesscustomersthroughoutmycareer
Handle customercomplaintthroughcreative problemsolving
DevelopedMarketingtoolsanddigital personal advertising
Organizedandproperly documentedall clientapplication;digitallyuploaded
OrganizedSalesandMarketingEventsinsidereputable companiesinthe Philippines
Provedthe abilitytomulti-task;handle hundreds of crowdsandresolvingissues
MarketingEvents,“The Maze Runner” and “Taken3” advance screeningcinema (BankSponsor)
PRU LIFE U.K. PHILIPPINES – One of the leading Insurance Company in the Philippines for 18 years
Sales Agent (Concurrent with Security Bank Position), September 2014 – August 2015
Providesservice toclients'changinginsuranceneedsbysellinglife,health,anddisabilityinsurance thatbest
meetsclientneeds.
3. TROY L. DELA CRUZ MOBILE NO.: +971 50 221 6778 E-MAIL ADDRESS: troy_delacruz @ hotmail.com
3 Curriculum Vitae – Troy L. Dela Cruz
Selected Accomplishments:
Servedasthe arm of the companyon salesachievementsandlongtermcustomeracquisition
SoldoverPHP 500K worthof Life Insurance Policy FY2014
Customizeddozensof life insurance policyforclients’needs FY2014-2015
Assistedclientsinacquiringtheirinsurance benefitsforloyal andlong-termbusiness
DevelopedMarketingtoolsanddigital personal advertising
Organizedandproperlydocumentedall clientapplication;digitallyuploaded
OrganizedMarketingEventsinsidereputable companiesinthe Philippines
Provedthe abilitytomulti-task;handle hundredsof crowdsandresolvingissues
MULTI-TECHLINK TRADING CORPORATION – An Industrial Chemicaland Lubricant company based
in the Philippines, strengthening their brand for 13 Years
Production Supervisor (Concurrent with college studies), February 2013 – January 2014
Production Assistant (Concurrent with college studies), January 2012 – January 2013
SelectedAccomplishments:
Prepare,planandexecute the budgetinthe ProductionDepartment
Saved17% of Budgetbycoordinatingwithpurchasingofficers
Achieveda100% qualityproductsdeliveryFY2013
Achieveda“Punctual productionanddelivery”FY2013
Overseeingthe inventoryandrevampingthe departmentto contribute tothe organization
Maintainsqualityservice byestablishingandenforcingorganizationstandards.
Maintainsqualityproductsbyestablishingastandardoperationprocedure
Includes delivery and pickup of items, documentation ensuring accurate capture of the item
delivered.
TECHNOLOGY
SOFTWARE
Photoshop,MSproject,MS office (word,excel,
PowerPoint,access),MS outlook.
SKILL
Word Processing,SearchEngine,Spreadsheets,
Virus/Malware Scanning,Simple Network
Diagnosis,BasicHardware Terminology
TRAINING SEMINARS AND WORKSHOP
Cash ManagementSolutionsSeminar (June 10-11, 2015)
SecurityBankCorporation
Better Banking Experience (May04-05, 2015)
SecurityBankCorporationAcademy
Signature Verification(May 04-05, 2015)
SecurityBankCorporation
Secure Selling (August2014)
SecurityBankCorporation
Trust, Treasury, CreditCard (September2014)
4. TROY L. DELA CRUZ MOBILE NO.: +971 50 221 6778 E-MAIL ADDRESS: troy_delacruz @ hotmail.com
4 Curriculum Vitae – Troy L. Dela Cruz
SecurityBankCorporation
Mortgage 101 (October2014)
SecurityBankCorporation
SA CertificationProgram (April 21-May 02, 2014)
SecurityBankCorporation
LeadershipTraining for the BusinessWorld (2010)
Speaker:Mr. DavidVerano(Figarocorp.)
Businessopportunitycourses (2011)
Under Prof.RechildaMagpayo(E.TYuchengcoSchool of BusinessandEntrepreneurship)
E-commerce awarenessprogram (2012)
Speaker:ProfessorMr.WinstonQuesang(iMarketCorp.)
BusinessStart-up
Speaker:Ms. Ma. AntoniaOdelia“Maoi”G. Arroyo(Hybridigm Consulting) (2012)
Speaker:Mr. Gil Mendoza(ConsumerReachIncorporated) (A.I.M) (2013)
BusinessLegalities (2013)
Speaker:Atty.FroilynDaoenPagayatan(SVG&Co.)
REFERENCE:
Mark AnthonyL. Dionisio
Ruwais,ADNOCNurse
050 368 0858
Ms. Janice Margaret C. Cruz
Beach Rotana,AbuDhabi - LearningandDevelopmentSecretary
056 567 9174
Paul JosephL. Dionisio
SharjahPolice,Ambulance nurse
052 700 1318