Years of experience: 17
Sales ManagerBusiness Development ManagerSales & BizDevCustomer ServiceFinanceFinancial Planner
Trust Score
Exceptionally trusted; proven professional excellence.
Jake's Career Path
Jul. 2023 -Present
ResumebleSales and Customer Support Manager (Remote)
United States• Manage day-to-day sales and customer support via live chat, email, and phone while maintaining a
consultative client experience.
• Handle inbound and outbound calls/messages to qualify needs, confirm requirements, set expectations,
and drive upgrades, upsells, and resells.
• Perform high-accuracy CRM updates and data entry: log conversations, update client details, track order
status, do...
Jan. 2017 -Present
Manulife PhilippinesUnit Head / Financial Advisor
Philippines, Pasig City
• Recruit and lead insurance sales teams; coach agents to achieve individual and group sales goals.
• Conduct one-on-one coaching, performance reviews, and training to improve productivity and results.
• Earn recognition including Million Dollar Round Table (Top 6% Financial Professionals Globally) and
Recruiter of the Year (Territory Level).
• Recruited and on boarded 23 insurance agents i...
Feb. 2014 -Dec. 2016
VirtruSales and Lead Generation Team (Remote)
PhilippinesLed B2B outreach and managed the sales cycle from prospecting to closing.