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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
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.
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)
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

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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