Harold P. Cueco

HAROLD P. CUECO 45 Bayani Road Corazon Building Phase 4 AFPOVAI Western Bicutan Taguig, Metro Manila Philippines Mobile No. (- Mobile No. (- E-mail: - - HIGHEST EDUCATIONAL ATTAINMENT June 2011 – May 2013Phoenix One Knowledge Solutions Inc. Paseo de Roxas Makati City Professional Diploma in Information Technology January –March 2004Informatics International College Recto, Manila Call Center Training Program 2000 – 2004Adamson University San Marcelino St. Ermita Manila Bachelor of Science in Business Administration (Major in Management) WORK EXPERIENCE June 2015 – PresentSun Life Asset Management Co. Inc. Certified Investment Solicitor June 2014 – PresentSun Life of Canada Philippines Inc. Financial Advisor Position Summary: As a Financial Advisor/ Certified Investment Solicitor it is our duty to recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. This includes services from Financial Planning, Life Insurance, Mutual Funds, Estate Planning, Trust Funds, Health Insurance, Accident Insurance, Wealth Management, Group Life Insurance, Retirement Fund, Stocks, Bonds, Equities and a lot more under the Financial services. It is also our obligation to create a roadmap to achieve financial independence and security for all types of clients. Duties and Responsibilities: Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client. Solicit clients actively via telephone, mail, referrals, etc. Maintain proper documentation following preset guidelines established by compliance and management. Comply with all industry rules and regulations. Provide sound financial advice to individuals. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments. Identify and keep abreast of new market trends. Use spreadsheets and market research to back up financial advice. Review accounts to determine if life changes necessitate new financial strategies. Sell products such as stocks, bonds, equities and mutual funds. Determine the net worth of an individual or corporation. Oversee the investments and making changes as necessary in order to help the individual or company to gain even more money. January 2011 – April 2014 Acquire Asia Pacific Pty Ltd. Process Improvement Analyst - Quality and Process Position Summary: Work directly with the departments involved in the initiative / project. Conducts regular spot-checks to ensure consistency in adhering to the process and identify gaps should the results fall short of the target. Draft and create reports specific to the assigned task for the perusal of the Project Leader and Process Improvement Manager. Directly reports to the Senior Project Leader. Duties and Responsibilities: A Process Improvement Analyst is responsible for data gathering and analysis and initiate graphical interpretation of the data gathered from any situation being analyzed. Will be a subject matter expert for information flow, process controls and implementation and is expected to participate in DMAIC projects across different departments of the company. She/he participates in brainstorming and root-cause analysis meetings and shall, from time to time, hold a meeting with the stakeholders and/or process owners. It is also his task to follow up with the stakeholders all pending action items that need to be addressed. May be asked to immerse in the departments he is working with to better understand their existing processes and procedures and will also be involved in documenting the standard processes for safe keeping. It is also his duty to attend in in-house or external trainings that will be extended to him. Review operational performance metrics on a monthly basis to identify processes that are out of control or not meeting client requirements and targets. Work with the business owners on the deployment of the DMAIC process for those processes identified as having high defect rates or variation in performance. Track the project milestones and deliverables for all of the improvement projects initiated and to identify any areas of the project which are falling behind schedule or not being delivered to the required quality levels Provide monthly reports to the Management team on the delegated task or project’s progress. Act as a coach to the project team on the deployment of process improvement initiatives, providing expert input on the process and the use of analytical tools. Track the financial/performance impact of all projects ensuring that the outcomes of projects can be tied to recognizable financial gains or end-user satisfaction. Work closely with the Quality and Training teams to ensure that the findings of transaction monitoring and training are used to drive company-wide quality improvements. Take an overview of performance across the unit as a whole identifying and deploying improvement projects that address company-wide issues. Participate in any other ad-hoc projects as required by the Country Manager, Director of Quality and Process as well as the Process Improvement Manager. May be required to work outside of scope, as hours and duties may vary at times. May 2009- January 2011 Acquire Asia Pacific Pty Ltd. Sales Supervisor – Ebridge Gold Campaigns (ZipWeb.com & Local.com) Outbound Sales Conducts pre – shift meetings to set goals for the day. Also does post – shift meetings to Discuss with the agents the strengths that needs to be carried out and flaws during cal louts so the team can overcome challenges and be able to hit goals set. Prepares agents daily, Weekly, and monthly performance statistics. Evaluates agent’s performance for certification on transition bay agreement. Provides coaching, teaching, counseling agents to improve their attitude towards work and the ability to be more productive in operations. Provides motivational outputs to the team to deliver better results and to have a better camaraderie at work. Responsible in encoding the sales produced by the team in the sales batch file provided by the client for billing purposes. Provides coaching and mentoring on communication skills and selling skills for better penetration. In charge of doing reports such as Day End Reports, Incentives, Commissions, Disposition, Agents Performance, Supervisor’s Monitoring, Attendance for the whole shift, Team stats, Agents Stats, Trending of Performance, Validation, Agents Productivity Evaluation, Month to Date, Agent Performance Evaluation and Daily Report. Analyzes pertinent data such as internal and external reports of the campaign, team and agents’ performance, disposition reports of the whole team and validation reports. Responsible for the regularization of probationary agents. We back track their performance during their probationary period with regards to their stats, tardiness, absences and QA scores and evaluate accordingly if they are qualified to be a regular agent. Provides Feed Back Form, Coaching Logs, Corrective Action Forms, Due process Forms and Validation feedback. Handles Data Base Management for better leads manipulation. Responsible for the regularization of probationary agents. Back tracks their performance during their probationary period with regards to their stats, tardiness, absences and QA scores and evaluate accordingly if they are qualified to be a regular agent. Ensures that required KPI's (Attendance, Sales & Quality) are being met consistently. Maintains discipline and the expected conduct among staff to achieve desired goals and performance level on the team. Ensures that policies and guidelines prescribed in the company’s Rules and regulations are being followed. Prepares the required reports on cases investigated and/or Corrective actions meted out for submission to the Operations Manager. Conducts the Final Interview on New Applicants for better profiling on the account. January 2008 – May 2009Pacific Hub Corporation – Ortigas Center, Pasig City Team Leader/Sales Coach – Superpages.com/ Verizon – (Outbound Sales) Conducts pre – shift meetings to set goals for the day. Also does post – shift meetings to Discuss with the agents the strengths that needs to be carried out and flaws during call outs so the team can overcome challenges and be able to hit goals set. Prepares agents daily, Weekly and monthly performance statistics. Evaluates agent’s performance for certification. Coaches, teaches, counsels agents to improve their attitude towards work and calls to make more sales. Responsible in motivating the team. Responsible in preparing daily, weekly, and monthly sales report. Monitors agents and trainees. Ensures the team sales target and individual sales quotas are met. Responsible in managing the type of leads to be uploaded. Responsible for the disposition reports. Responsible for the calling hours reports for each agents and trainees. July 2006 – December 2008 Pacific Hub Corporation – Ortigas Center, Pasig City Team Leader / Legal Club of America Discover – (Outbound Sales) Conducts pre – shift meetings to set goals for the day. Also does post – shift meetings to discuss with the agents the strengths that needs to be carried out and flaws during call outs so the team can overcome challenges and be able to hit goals set. Prepares agents daily, weekly and monthly performance statistics. Evaluates agent’s performance for certification. Coaches, teaches, counsels agents to improve their attitude towards work and calls to make more sales. Responsible in motivating the team. Responsible in preparing daily, weekly, and monthly sales report. Monitors agents and trainees. Ensures the team sales target and individual sales quotas are met. Responsible in managing the type of leads to be uploaded. Responsible for the disposition reports. Responsible for the calling hours reports for each agents and trainees. March 29, 2005Pacific Hub Corporation – Ortigas Center, Pasig City Call Center Representative (Outbound Sales) Responsible in identifying and demonstrating sales techniques in script delivery, finding decision makers and getting past the gate keeper. Responsible in identifying who are the qualified customers. Responsible in identifying customer needs and be able to satisfy them with appropriate solution. Responsible in identifying and demonstrating closing techniques. Responsible in skillfully demonstrating product presentation so the customers in such a way would understand. Responsible in skillfully navigating the Customer Relationship Management System of the company. Responsible in identifying different and proper disposition codes of the company especially of a particular account. Responsible in meeting the minimum requirement of 85% on all check for understanding and agents evaluation on quantity and quality of sales. TRAININGS / PROJECTS / CERTIFICATIONS ATTENDED PROCESS IMPROVEMENT TRAININGS: Six Sigma Green Belt Program Customer Operations Performance Center (COPC 2011 CSP) Project Management IT – PCI (Payment Card Industry) Quality Management System (QMS) Information Security Management System (ISMS) ISO 27001 – Information Security Business Continuity Management (BCM-BCP) Risk Management Process Documentation and Process Design Compliance Audit SCIT and SQMT (Business Analytics) Business Excellence Online Document Management System E – Learning Creation and Design MANAGEMENT TRAINING: Management by Using Analytical Skills Measurements Effective Telephone Communications Advanced Selling Coaching & Feedback Proper Business Communications Stress Management October 2007Leadership Development Program 2 Pacific Hub Corporation 11/F Board Room Facilitator: Mike Blanco – Organizational Development Director April 2007Leadership Development Program 1 11/F Training Room Pacific Hub Corporation Facilitator: Mike Blanco – OD Manager AWARDS OF DISTINCTION Consistent Top Performer (YP.com, LCA – Discover, SP.com) Holds the Highest number of Sales for YP.com One of the top sellers of the account from -) Highest validation rate Top agent every month Average SPH of 1.7 every month Low Absenteeism rate ACCOUNTS/CAMPAIGNS HANDLED MSM – B2B (Main Street Matrix Business 2 Business) FNB (First National Benefits Gov’t Grants) AAA ( Automotive Facilities Survey) YP.com ( Yellow pages online business listing Business 2 Business ) LCA DISCOVER NETWORK (Merchant Protection Services/Legal Plan for Discover) Superpages.com (Verizon yellow pages online business Listing Business 2 Business) E-bridge Gold Campaigns (ZipWeb.com & Local.com) Online Business Listing PERSONAL DETAILS: Date of Birth: June 10, 1983Age: 33 y/o. Birthplace : Orion, BataanSex: Male Height : 5’5Weight: 140 lbs. CHARACTER REFERENCES: Flaregin Jaculina Director – Quality and Process - Michael Maurice Detera Organizational Development Manager/Process Improvement Manager- Laarni Yabut Learning & Development – Atlassian Inc-