This document provides information about candidate Ma. Florencia "Ench" Yadao for the position of Manager of Advisors at Dynamic Life. The summary is:
Ma. Florencia "Ench" Yadao has 15 years of experience in business and sales/marketing. She graduated from the University of Sto. Tomas with a degree in hotel and restaurant management. She joined the life insurance industry in 2013 and has since been promoted from financial advisor to assistant unit head and now unit head at AXA Philippines. Her goal is to train, lead, and guide a team of the best financial advisors in the industry.
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?
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
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.
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 __________.
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 __________.
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 ___________.
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.
Our Role is to Help People Prepare for their Financial Needs:
Basic Protection Needs: Income and Medical
Basic Savings Needs: Education and Retirement
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.
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.
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.
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)
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
And even earn awards
And travel for free
And even earn awards
And travel for free
And even earn awards
And travel for free
And even earn awards
And travel for free
And even earn awards
And travel for free
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?