CMP Ench Yadao (1)

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Transcript of CMP Ench Yadao (1)

  • Candidate Matching PresentationMa. Florencia Ench YadaoManager of Advisors, Dynamic Life

    *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.

  • MA. FLORENCIA ENCH YADAOUnit 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&MarketingJoined 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?

    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 Branchs 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 __________.

    *

  • 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 2013Graduated 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?

    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 Branchs 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 __________.

    *

  • Global leader in insurance and investmentsCEO:Henri de CastriesHeadquarters:Paris,le-de-France,FranceFounded: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 customers 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 Philippines

  • AXA is a partnership between two Financial giantsOur 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.

    Slide 3: AXA PhilippinesBrief 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 ___________.

    *

  • Dynamic Life under Acua and Associates Branch

    An AXA Sales Agency Branch

    LOCATION:4th Floor Suntree Tower, Meralco Ave., Pasig CityHEADCOUNT: 7 Professional Financial AdvisorsBRANCH HEAD:Francisco Banjo Acuna, EBH

    Dynamic Life is a Unit under Acua 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

    Slide 4: The Four Areas in Career Fulfillment Id 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.

    *

  • Opportunity for Impact:Our role is to help people prepare for their financial needs.

    Our Role is to Help People Prepare for their Financial Needs:

    Basic Protection Needs: Income and Medical Basic Savings Needs: Education and Retirement

    *

  • The Role of an AdvisorDetermine our clients life stage prioritiesRedefine the meaning and importance of insurance in their lifeExamine the type of financial protection they needAssist them with their financial progress yearlyMake their dreams a reality

    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.

    *

  • Financial Rewards:Competitive Compensation

    *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.

  • Financial Rewards: The Snowball Effect1st Year Commission + QVB1st Year Commission + QVB2nd Year Commission + QVB3rd Year Commission + QVB4th Year Commission + QVB2nd Year Commission + QVB3rd Year Commission + QVB1st Year Commission + QVB2nd Year Commission + QVB1st Year Commission + QVB

    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.*

  • Personal Growth and Development

    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)*

  • Personal Growth and Development

  • Work-Life Balance

    We are able to afford the things we want for our familyWe are able to spend time with our loved onesWe meet new friends

    *

  • Work-Life Balance

    And even earn awardsAnd travel for free

    *

  • Work-Life Balance

    And even earn awardsAnd travel for free

    *

  • Work-Life Balance

    And even earn awardsAnd travel for free

    *

  • Work-Life Balance

    And even earn awardsAnd travel for free

    *

  • Work-Life Balance

    And even earn awardsAnd travel for free

    *

  • COMMITMENT TO TRAINING WILLINGNESS TO DO JOINT FIELD WORK

    Continuous Training

    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?*

  • Join us NOW!

    *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 Branchs 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 Branchs 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 ________