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Ma. Florencia “Ench” Yadao
Manager of Advisors, Dynamic Life
MA. FLORENCIA “ENCH” YADAO
Unit Head (Manager of Advisors)
Photo
 Graduated in the University Of Sto.Tomas with a
degree in Hotel and Restaurant Management
 15 years experience in Business and
Sales&Marketing
Joined the Life Insurance Industry last 2013 started as
a Financial adviser and promoted to Assistant Unit
head and Unit head in Axa Philippines.
WHO AM I?
Ms. Enchang T. Yadao
Unit Head (Manager of Advisors)
Photo
 Joining this industry made me realize the value of
Life and Protection
 Started as a Financial Adviser to Unit Head
 * Fast Starter Awardee 2013 and Honor Club
member 2013
• Graduated as Registered Financial Consultant
2015- Cum laude
* My Goal is to train,lead and guide a team the
best financial advisers in the industry today and
help them reach their goals.
WHO AM I?
Global leader in insurance and investments
CEO: Henri de Castries
Headquarters: Paris, Île-de-France, France
Founded: 1817
AXA is a global leader in insurance, which takes care of 102 million
lives in 56 countries worldwide. We have given out 15 million US
dollars in customer benefits in 2013, and invest in technology to
pioneer solutions and services that can continuously meet customer’s
ever-changing needs.
In the Philippines, AXA has partnered with Metrobank Group, the
country's strongest bank according to The Asian Banker.
WHO ARE WE?
AXA PhilippinesAXA Philippines
AXA is a partnership between two Financial giants
Our Ambition is to be the preferred company in
our industry for all our key stakeholders: our
customers, our distributors, our employees our
shareholders and the society we live in.
To deserve the trust our key stakeholders place in
us we truly differentiate ourselves by redefining
the standards of our business and by being
available, attentive, and reliable.
Our Mission is to help customer live their lives
with more peace of mind.
Dynamic Life under AcuDynamic Life under Acuñña and Associates Brancha and Associates Branch
An AXA Sales Agency Branch
LOCATION: 4th Floor Suntree Tower, Meralco Ave., Pasig City
HEADCOUNT: 7 Professional Financial Advisors
BRANCH HEAD: Francisco “Banjo” Acuna, EBH
Dynamic Life is a Unit under Acuña and Associates Branch, it is a Sales
Agency Team located in Ortigas, Pasig City. Become part of a global
team of financial professionals who are qualified and determined to do
the best for their clients.
We are a dynamic and ambitious team at Acuna and Associates.
Let us help develop your career!
WHO ARE WE?
Four Areas of Career Fulfillment
Four Areas of Career Fulfillment
Opportunity for Impact:
Our role is to help people prepare for their financial needs.
The Role of an Advisor
Determine our clients’ life stage
priorities
Redefine the meaning and
importance of insurance in their
life
Examine the type of financial
protection they need
Assist them with their financial
progress yearly
Make their dreams a reality
Financial Rewards:
Competitive Compensation
Financial Rewards: The Snowball Effect
1st
Year
Commission +
Bonuses
2nd
Year Ren
Commission +
Bonuses
3rd
Year Ren
Commission +
Bonuses
4th
Year Ren
Commission +
Bonuses
5th
Year Ren
Commission +
Bonuses
Year 1 Year 2 Year 3 Year 4 Year 5
+ Commissions
+ Bonuses
+ Renewal Commissions
+ Annual Persistency Bonuses
+ Rewards
==================
What You Plant TODAY
Determines Your Income
TOMORROW!
1st
Year
Commissio
n + QVB
1st
Year
Commissi
on + QVB
2nd
Year
Commissi
on + QVB
3rd
Year
Commissi
on + QVB
4th
Year
Commissi
on + QVB
2nd
Year
Commissi
on + QVB
3rd
Year
Commissi
on + QVB
1st
Year
Commissi
on + QVB
2nd
Year
Commissi
on + QVB
1st
Year
Commissi
on + QVB
Personal Growth and Development
Personal Growth and Development
Work-Life Balance
Work-Life Balance
Work-Life Balance
Work-Life Balance
Work-Life Balance
Work-Life Balance
• COMMITMENT TO TRAINING
• WILLINGNESS TO DO JOINT
FIELD WORK
Continuous Training
Join us NOW!

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CMP Ench Yadao (1)

  • 1. Candidate Matching Presentation Ma. Florencia “Ench” Yadao Manager of Advisors, Dynamic Life
  • 2. MA. FLORENCIA “ENCH” YADAO Unit Head (Manager of Advisors) Photo  Graduated in the University Of Sto.Tomas with a degree in Hotel and Restaurant Management  15 years experience in Business and Sales&Marketing Joined the Life Insurance Industry last 2013 started as a Financial adviser and promoted to Assistant Unit head and Unit head in Axa Philippines. WHO AM I?
  • 3. Ms. Enchang T. Yadao Unit Head (Manager of Advisors) Photo  Joining this industry made me realize the value of Life and Protection  Started as a Financial Adviser to Unit Head  * Fast Starter Awardee 2013 and Honor Club member 2013 • Graduated as Registered Financial Consultant 2015- Cum laude * My Goal is to train,lead and guide a team the best financial advisers in the industry today and help them reach their goals. WHO AM I?
  • 4. Global leader in insurance and investments CEO: Henri de Castries Headquarters: Paris, Île-de-France, France Founded: 1817 AXA is a global leader in insurance, which takes care of 102 million lives in 56 countries worldwide. We have given out 15 million US dollars in customer benefits in 2013, and invest in technology to pioneer solutions and services that can continuously meet customer’s ever-changing needs. In the Philippines, AXA has partnered with Metrobank Group, the country's strongest bank according to The Asian Banker. WHO ARE WE? AXA PhilippinesAXA Philippines
  • 5. AXA is a partnership between two Financial giants Our Ambition is to be the preferred company in our industry for all our key stakeholders: our customers, our distributors, our employees our shareholders and the society we live in. To deserve the trust our key stakeholders place in us we truly differentiate ourselves by redefining the standards of our business and by being available, attentive, and reliable. Our Mission is to help customer live their lives with more peace of mind.
  • 6. Dynamic Life under AcuDynamic Life under Acuñña and Associates Brancha and Associates Branch An AXA Sales Agency Branch LOCATION: 4th Floor Suntree Tower, Meralco Ave., Pasig City HEADCOUNT: 7 Professional Financial Advisors BRANCH HEAD: Francisco “Banjo” Acuna, EBH Dynamic Life is a Unit under Acuña and Associates Branch, it is a Sales Agency Team located in Ortigas, Pasig City. Become part of a global team of financial professionals who are qualified and determined to do the best for their clients. We are a dynamic and ambitious team at Acuna and Associates. Let us help develop your career! WHO ARE WE?
  • 7. Four Areas of Career Fulfillment
  • 8. Four Areas of Career Fulfillment
  • 9. Opportunity for Impact: Our role is to help people prepare for their financial needs.
  • 10. The Role of an Advisor Determine our clients’ life stage priorities Redefine the meaning and importance of insurance in their life Examine the type of financial protection they need Assist them with their financial progress yearly Make their dreams a reality
  • 12. Financial Rewards: The Snowball Effect 1st Year Commission + Bonuses 2nd Year Ren Commission + Bonuses 3rd Year Ren Commission + Bonuses 4th Year Ren Commission + Bonuses 5th Year Ren Commission + Bonuses Year 1 Year 2 Year 3 Year 4 Year 5 + Commissions + Bonuses + Renewal Commissions + Annual Persistency Bonuses + Rewards ================== What You Plant TODAY Determines Your Income TOMORROW! 1st Year Commissio n + QVB 1st Year Commissi on + QVB 2nd Year Commissi on + QVB 3rd Year Commissi on + QVB 4th Year Commissi on + QVB 2nd Year Commissi on + QVB 3rd Year Commissi on + QVB 1st Year Commissi on + QVB 2nd Year Commissi on + QVB 1st Year Commissi on + QVB
  • 13. Personal Growth and Development
  • 14. Personal Growth and Development
  • 21. • COMMITMENT TO TRAINING • WILLINGNESS TO DO JOINT FIELD WORK Continuous Training

Notas del editor

  1. SAY: Thank you for coming over and accepting my invitation for this exploratory meeting. The purpose of this meeting is to give you a glimpse of what we do in the Life Insurance industry and to show you the opportunities present in our industry.
  2. This slide should introduce yourself. Discuss your educational background & previous significant employment; What are your Degrees/Titles earned in relation to the career; Awards & Recognitions earned in the past. “As a New Manager of AXA Philippines, I am currently growing a team of Financial Advisors for our Branch’s expansion plans. I graduated _________ from the ________ and earned a __________ degree which I feel may be useful as I grow my team. In the past, my achievements are _____________.” When I joined AXA in ____, my initial apprehensions were __________ and ___________. I decided to cross the line because _______, _________, and __________.
  3. This slide should introduce yourself. Discuss your educational background & previous significant employment; What are your Degrees/Titles earned in relation to the career; Awards & Recognitions earned in the past. “As a New Manager of AXA Philippines, I am currently growing a team of Financial Advisors for our Branch’s expansion plans. I graduated _________ from the ________ and earned a __________ degree which I feel may be useful as I grow my team. In the past, my achievements are _____________.” When I joined AXA in ____, my initial apprehensions were __________ and ___________. I decided to cross the line because _______, _________, and __________.
  4. Slide 3: AXA Philippines Brief Description of who AXA Phil. Is and a bullet point presentation of AXA's Mission Statement AXA is a partnership between two Financial Services Giants, AXA, the number 1 global insurance brand and Metrobank, the ___________.
  5. Slide 4: The Four Areas in Career Fulfillment I’d like to share with you four areas of career fulfillment when you join us. Our profession is one of the most noble careers because what we share is an opportunity for us to impact the lives of our clients, especially our family and friends. Our mission is to make sure each and every people we advise understand why financial planning is most important. For us to be able to share our knowledge in financial planning, AXA has lined up training and development programs to allow us to grow in our career. The Financial Rewards of this business is performance based – both monetary and even non monetary. Finally, you will also have an opportunity to have your own business.
  6. Our Role is to Help People Prepare for their Financial Needs: Basic Protection Needs: Income and Medical Basic Savings Needs: Education and Retirement
  7. SAY: We do this through D.R.E.A.M. (Briefly discuss the acronym - the role of a Financial Advisor, as described in the FNA Tool) This makes us create an impact in our clients' lives and makes us as significant as doctors, teachers, etc.
  8. We are compensated based on our performance By regularly meeting with people, we earn through commissions and bonuses. We are in control with how much we earn in a month.
  9. SAY: This is how our income accumulates over time: DO: (Show a table with actual figures on how an advisor's income accumulates over time, items to be shown are the 1st Year Comm and Bonuses - which is the total of QVB and APB; graph should show months in a period of 5 years.
  10. We equip our Financial Advisors to be Professionals in the Life Insurance Industry. We have comprehensive training programs on Life Insurance, Investments and the Sales Process. We provide them with the necessary tools to help them succeed. (Show Graphics and brief description of MABI, FNA Tool, FailProof)
  11. We are able to afford the things we want for our family We are able to spend time with our loved ones We meet new friends
  12. And even earn awards And travel for free
  13. And even earn awards And travel for free
  14. And even earn awards And travel for free
  15. And even earn awards And travel for free
  16. And even earn awards And travel for free
  17. The person we are looking for is someone who is willing to commit time to training (suggests we show how many days spent for basic training programs) and is willing to do joint field work. Would you like us to proceed to the interview?