Joanne Mae Palad Exec. Unit Manager, MDRT, CIA

Experience

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  Honda Cars Makati, Inc.

  May 2011 - Aug 2013

  Marketing & Research Assistant

  • Provided over-all assistance to the functional director of Marketing and Customer Relations• Engaged in various customer relations activities (Product launch, open house, customer care activities and other company events)• Involved in corporate social responsibility program (feeding program, games and activities for children in less fortunate schools)• Built tie-ups and sponsorships for the company• Provided assistance and conducts research activities (e.g. focus group discussion, mystery shopping) and collects, analyzes and interprets data from research activities• Consolidated customer feedback for analysis and interpretation and ensures all data are accurate• Monitored competitors’ and industry activities and current events Show less

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  Honda Cars Makati, Inc. - Alabang

  Aug 2013 - Jul 2015

  Senior Customer Relations/ Marketing/ Executive Assistant

  Handlig local marketing, sponsors, tie-up, events, corporate communication, comm campaign and graphic designs for the dealershipProviding assistance to the customers and handles complaintsProviding executive assistance to the Branch Manager Gathering and presenting market research reports

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  Honda Cars Makati, Inc.

  Jul 2015 - Dec 2015

  Corporate Sales Specialist

  Responsible for cultivating & nurturing new accounts, including profiling of company, identifying fleet requirements, determining employees with car plan benefits, schedule of re-fleeting cycle, current vehicles used, and purchase requirements/potentialAssists corporate partners/clients in their over-all vehicle requirementsResponsible for managing client relationship, as well as developing new business with assigned accounts

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  Pru Life UK

  Oct 2015 - now

  GAMA FLA Gold Level 2024GAMA Silver Level 2022, 2023, 2025MDRT - 2020, 2021, 2022, 2025National Achievers Club for Managers & Agents Provides financial needs assessment, investment advise, education planning, insurance & retirement planning, keyman insurance, group insurance, mortgage redemption insurance, handling term and variable unit-linked products with the following credentials:Senior Achiever 2017Quality Circle 2017Senior Achiever 2018Life Club Pro 2019National Achiever 2019 Helps clients understand and achieve their financial goals through the ff:- Financial planning- Investment proposal and monitoring- Savings plan designing2023 Life Club Pro 21-stars Qualifier2022 3rd MDRT Membership2021 Elite National Achiever2019 Century Club & Star Club Qualifier

  • Executive Unit Manager, MDRT

    Feb 2022 - now

  • Certified Investment Advisor

    Oct 2020 - now

  • Assistant Unit Manager

    Oct 2015 - now

  • Financial Consultant

    Oct 2015 - Aug 2017
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  Freelance Writer and Blogger

  May 2016 - Jan 2017

  E-commerce Specialist

  Identifies efficient meta tags and keywords for Search Engine Optimization and provides back-end support to the ff platforms:- Shopify- Lazada- Zalora- Beauty MNL- Magento- Blogspot- Movie/ Video Subtitle Transcriber

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  MDRT

  Oct 2019 - now

  Qualifying Member

  Member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Show less