Intro
Richard Roxas
ELITE DIAMONDMAJESTY NBO
CONTENT
MY BACKGROUND
MOTIVATION
WHY I JOINED SUN LIFE
ROUTINE AND EXPERIENCES
RESULTS
BEST PRACTICES
MY BACKGROUNDS
RICHARD OMEGA ROXAS
38 YEARS OLDBUSINESSMAN BSBA - MAJOR IN HUMAN RESOURCE MANAGEMENT 2006 BUSINESS ADMINISTRATION 2020 FINANCIAL ADVISOR - CODED 06-20 FASTEST ADVISOR TO BECOME A MACAULAY AFTER BEING CODED MDRT QUALIFIER
BUSINESSMAN
ROR 5 CORPORATION
CHIEF FINANCE OFFICER- has primary responsibility for the planning, implementation, managing and running of all the finance activities of a company, including business planning, budgeting, forecasting and negotiations
BUSINESS OWNER- LOGISTIC - TRUCKING ( 4, 6 AND 10 WHEELER WING VAN - RFM CORPORATION, AIR 21, MMREY AND PAMPANGA
DE LA SALLE - COLLEGE OF SAINT BENILDE
BSBA- MAJOR IN HUMAN RESOURCE MANAGEMENT OUTSTANDING STUDENT CERTIFICATE OF RECOMMENDATION OF CSB UNESCO MEMBER HRM - THE PRESIDENTS MEMBER
ENDERUN COLLEGES
BUSINESS ADMINISTRATION
2020
CONSISTENT TOP STUDENT
- SEVEN BASIC QUALITY TOOLS- CERTIFICATE OF BUSINESS COMMUNICATION
"CHALLENGED" RECOGNITIONS ' MONEY
MOTIVATION
FUTURE
FRIENDS
FAMILY
- PROTECTION
- CHALLENGED
- SUCCESSFUL
EXPERIENCES
ROUTINE
REJECTIONS - 60 TO 80 PERCENT
PROSPECTING - 8 AM TO 10 AM 8 TO 20 PROSPECTS DAILY
SOME CLIENT'S AREN'T SETTING THE RIGHT EXPECTATION
USE YOUR PLATFORM - LIKE FACEBOOK, LINKEDIN, INSTAGRAM
GOAL - ATLEAST 1 TO 3 PROPOSAL PER DAY
SOME CLIENTS ARE DEMANDING
EASY TO TALK TO (GOLD MINE)
IF POSSIBLE - ATLEAST 1 CLOSED APPLICATION BIG OR SMALL PER DAY
BEST PRACTICES
BUILDING RELATIONSHIP
MARKETING YOURSELF
MARKET SEGMENTATION
APPROACH
STUDY
- GEOGRAPHIC- DEMOGRAPHIC - PSYCHOGRAPHIC - BEHAVIORAL
- SINCERE- VISIBLE - UPDATES - SUPPORT
SO YOU HAVE TO KEEP LEARNING TO BE ABLE TO HAVE SOMETHING TO SHARE
- SOCIAL MEDIA- LINKEDIN
- HOLISTIC APPROACH
STUDY
- TOWN HALL- UNIT MEETINGS - TRAININGS - SEMINARS - ASIA MRA MEETINGS - MDRT MEETINGS
TARGET MARKET
FAMILY - NEIGHBORS
AGE - 4 TO 70MALE AND FEMALE QUEZZON CITY,
REFERRALS - FRIENDS
BIG OR SMALL
LINKEDIN
CARVE YOUR NICHE ATTRACT YOUR IDEAL CLIENTS BY SHOWING THEM WHAT MAKES YOU STAND OUT. PROCESS TO UNLOCK GROWTH POTENTIAL TO TAKE ADVANTAGE OF TODAY'S NEW WAYS OF WORKING
TO-DECISION MAKING IS A COMPREHENSIVE PLANNING AND MANAGEMENT PROCESS THAT HELPS PEOPLE TO IMPROVE THEIR QUALITY OF LIFE AND THEIR FINANCES WHILE SIMULTANEOUSLY RESTORING THE ENVIRONMENT ON WHICH WE ALL DEPEND
APPROACH
BUILDING RELATIONSHIP
- TO RETAIN YOUR TOP CLIENTS- TURN YOUR PROSPECTS INTO CLIENTS FOR LIFE.- SHOWCASE YOUR VALUE AND CREATE A MEANINGFUL CONVERSATION AND DEVELOP LONG TERM RELATIONSHIP WITH YOUR CLEINTS
TOP ROOKIE
ATTITUDE
TRUE
ENTICING
RESPONSIBLE
GRIT
SELLING PROCESS
DON'T EXPECT
PREPARE
ASK
YESNO
EMERGENCY FUNDSINSURANCE CRITICAL ILLNESS RETIREMENT FUNDS
KNOWLEDGEPROPOSALS APPLICATIONS
My First Client
CLIENT : CLASSMATE FROM ENDERUN COLLEGES PRODUCT : SUN ELITE PESO 10
CLIENT - REFERRAL
CLIENT :FAMILY FROM NAVOTAS PRODUCTS: SUN MAXI LINK ONE SUN MAXI LINK PRIME
AWARDS
6 MONTHS
3RD QUARTER
MACAULAY (BRONZE) IN 6 DAYSPLATINUM 2 - MEDALLION TOP 1 ADVISOR JULY TOP 3 ADVISOR AUGUST TOP ROOKIE NATIONAL LEVEL 1ST RUNNER UP - AUGUST CHAMP
4TH QUARTER
MDRT QUALIFER - IN 6 MONTHSPLATINUM 2 MEDALLION TOP 3 IN LIVES MAJESTY NBO TOP 4 IN AC MAJESTY NBO TOP ROOKIE NATIONAL LEVEL 3RD PLACE - PRESIDENTS MONTH
MAJESTY NBO
ROOKIE OF THE YEAR 2020MAJESTY NBO
SALES EXCELLENCE AWARD
SUN LIFESALES EXCELLENCE AWARD ROOKIE OF THE YEAR NATIONAL LEVEL - 2ND PLACE
THANK YOU
LINETTE CHAN
NANETTE YU
UNIT MANAGER
BRANCH MANAGER
ELITE DIAMOND
FAMILY
UNIT
RESULTS
Thank you!
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Transcript
Intro
Richard Roxas
ELITE DIAMONDMAJESTY NBO
CONTENT
MY BACKGROUND
MOTIVATION
WHY I JOINED SUN LIFE
ROUTINE AND EXPERIENCES
RESULTS
BEST PRACTICES
MY BACKGROUNDS
RICHARD OMEGA ROXAS
38 YEARS OLDBUSINESSMAN BSBA - MAJOR IN HUMAN RESOURCE MANAGEMENT 2006 BUSINESS ADMINISTRATION 2020 FINANCIAL ADVISOR - CODED 06-20 FASTEST ADVISOR TO BECOME A MACAULAY AFTER BEING CODED MDRT QUALIFIER
BUSINESSMAN
ROR 5 CORPORATION
CHIEF FINANCE OFFICER- has primary responsibility for the planning, implementation, managing and running of all the finance activities of a company, including business planning, budgeting, forecasting and negotiations
BUSINESS OWNER- LOGISTIC - TRUCKING ( 4, 6 AND 10 WHEELER WING VAN - RFM CORPORATION, AIR 21, MMREY AND PAMPANGA
DE LA SALLE - COLLEGE OF SAINT BENILDE
BSBA- MAJOR IN HUMAN RESOURCE MANAGEMENT OUTSTANDING STUDENT CERTIFICATE OF RECOMMENDATION OF CSB UNESCO MEMBER HRM - THE PRESIDENTS MEMBER
ENDERUN COLLEGES
BUSINESS ADMINISTRATION
2020
CONSISTENT TOP STUDENT
- SEVEN BASIC QUALITY TOOLS- CERTIFICATE OF BUSINESS COMMUNICATION
"CHALLENGED" RECOGNITIONS ' MONEY
MOTIVATION
FUTURE
FRIENDS
FAMILY
- PROTECTION
- CHALLENGED
- SUCCESSFUL
EXPERIENCES
ROUTINE
REJECTIONS - 60 TO 80 PERCENT
PROSPECTING - 8 AM TO 10 AM 8 TO 20 PROSPECTS DAILY
SOME CLIENT'S AREN'T SETTING THE RIGHT EXPECTATION
USE YOUR PLATFORM - LIKE FACEBOOK, LINKEDIN, INSTAGRAM
GOAL - ATLEAST 1 TO 3 PROPOSAL PER DAY
SOME CLIENTS ARE DEMANDING
EASY TO TALK TO (GOLD MINE)
IF POSSIBLE - ATLEAST 1 CLOSED APPLICATION BIG OR SMALL PER DAY
BEST PRACTICES
BUILDING RELATIONSHIP
MARKETING YOURSELF
MARKET SEGMENTATION
APPROACH
STUDY
- GEOGRAPHIC- DEMOGRAPHIC - PSYCHOGRAPHIC - BEHAVIORAL
- SINCERE- VISIBLE - UPDATES - SUPPORT
SO YOU HAVE TO KEEP LEARNING TO BE ABLE TO HAVE SOMETHING TO SHARE
- SOCIAL MEDIA- LINKEDIN
- HOLISTIC APPROACH
STUDY
- TOWN HALL- UNIT MEETINGS - TRAININGS - SEMINARS - ASIA MRA MEETINGS - MDRT MEETINGS
TARGET MARKET
FAMILY - NEIGHBORS
AGE - 4 TO 70MALE AND FEMALE QUEZZON CITY,
REFERRALS - FRIENDS
BIG OR SMALL
LINKEDIN
CARVE YOUR NICHE ATTRACT YOUR IDEAL CLIENTS BY SHOWING THEM WHAT MAKES YOU STAND OUT. PROCESS TO UNLOCK GROWTH POTENTIAL TO TAKE ADVANTAGE OF TODAY'S NEW WAYS OF WORKING
TO-DECISION MAKING IS A COMPREHENSIVE PLANNING AND MANAGEMENT PROCESS THAT HELPS PEOPLE TO IMPROVE THEIR QUALITY OF LIFE AND THEIR FINANCES WHILE SIMULTANEOUSLY RESTORING THE ENVIRONMENT ON WHICH WE ALL DEPEND
APPROACH
BUILDING RELATIONSHIP
- TO RETAIN YOUR TOP CLIENTS- TURN YOUR PROSPECTS INTO CLIENTS FOR LIFE.- SHOWCASE YOUR VALUE AND CREATE A MEANINGFUL CONVERSATION AND DEVELOP LONG TERM RELATIONSHIP WITH YOUR CLEINTS
TOP ROOKIE
ATTITUDE
TRUE
ENTICING
RESPONSIBLE
GRIT
SELLING PROCESS
DON'T EXPECT
PREPARE
ASK
YESNO
EMERGENCY FUNDSINSURANCE CRITICAL ILLNESS RETIREMENT FUNDS
KNOWLEDGEPROPOSALS APPLICATIONS
My First Client
CLIENT : CLASSMATE FROM ENDERUN COLLEGES PRODUCT : SUN ELITE PESO 10
CLIENT - REFERRAL
CLIENT :FAMILY FROM NAVOTAS PRODUCTS: SUN MAXI LINK ONE SUN MAXI LINK PRIME
AWARDS
6 MONTHS
3RD QUARTER
MACAULAY (BRONZE) IN 6 DAYSPLATINUM 2 - MEDALLION TOP 1 ADVISOR JULY TOP 3 ADVISOR AUGUST TOP ROOKIE NATIONAL LEVEL 1ST RUNNER UP - AUGUST CHAMP
4TH QUARTER
MDRT QUALIFER - IN 6 MONTHSPLATINUM 2 MEDALLION TOP 3 IN LIVES MAJESTY NBO TOP 4 IN AC MAJESTY NBO TOP ROOKIE NATIONAL LEVEL 3RD PLACE - PRESIDENTS MONTH
MAJESTY NBO
ROOKIE OF THE YEAR 2020MAJESTY NBO
SALES EXCELLENCE AWARD
SUN LIFESALES EXCELLENCE AWARD ROOKIE OF THE YEAR NATIONAL LEVEL - 2ND PLACE
THANK YOU
LINETTE CHAN
NANETTE YU
UNIT MANAGER
BRANCH MANAGER
ELITE DIAMOND
FAMILY
UNIT
RESULTS
Thank you!