RODOLFO VICENTE PACIA LOPEZ

1705 Swire Elan Suites, Annapolis St., Greenhills, San Juan

Mobile number: +63 09151135199

[email protected]

CAREER OBJECTIVE

To integrate my training and development skills, knowledge and experience with the objective of making a name in the corporate world of financial services and other related industries and eventually seeing myself in top-level management.

PROFESSIONAL EXPERIENCES

PRU LIFE UK

8F Uptown Place Tower 1, 1 East 11th Drive,  Uptown Bonifacio, 1634 Taguig City

Compliance and Retention Manager, April 21, 2014 to present

Formulate initiatives to maintain and increase retention rate and coordinate with agency leaders to determine their action plans to help their agents achieve the company’s retention standards
Conduct compliance refresher training to address audit findings of branches visited by the Compliance Department
Conduct reactivation workshops to inactive agents in order to revisit the reasons and motivations for joining the business, evaluate their performance based on career plan and enhance knowledge and skills to be able to deliver career commitments
Coordinate with other departments on the completion of their action plans to address suitability issues and submit a consolidated report to the regional office
Conduct orientations of new forms and guidelines to the agency force

TRADEWORX MARKETING INTERNATIONAL, INC.

3rd Floor, Citimotors Building, Pasong Tamo corner Don Bosco St., Makati City

Training Manager, July 17, 2013 to April 15, 2014

Coordinate with Client Company on training schedules for Metro Manila and the provinces
Monitor certification exams conducted and ensure that this are carried out by the Field Trainers on a monthly basis
Work with the Client Company’s training counterpart with regard to designing modules and other initiatives
Coordinate with the Account Group Head and Team Heads in terms of the training modules to be conducted to all Samsung Promoters and Merchandisers
Accomplish training reports to be submitted to the Client Company on a monthly basis
Conduct on-boarding training for newly hired Promoters

HUNGRY BUNNY RESTAURANT

Al Ashrea’Ah Square, Corniche area, Dammam, Kingdom of Saudi Arabia

One of the fastest growing fast food chains in the Kingdom of Saudi Arabia offering freshly made cook-to-order sandwiches, fries, beverages and deserts to our guests at competitive prices.

Franchise Coordinator, August 5, 2011 to May 10, 2013

Coordinates with the warehouse personnel and suppliers in placing the orders of the franchise stores
Ensures that all documents needed for transporting orders of frozen, grocery and dry items are complete, concise and legalized to avoid delays in the delivery to the franchise stores
Oversees the loading of ordered items into the delivery truck and ensures that the quantity, production dates, expiration dates and certificates of origin are accurate based on the prepared documents
Consolidates the sales reports of all franchisees and forwards the information to the CEO on a daily and monthly basis
Coordinates with the Finance Department in reminding all franchisees about their payment for their franchise fees, royalty fees, opening fees and stock transfers
Conduct store visits as per instruction of the Franchise Manager and perform store evaluations on a monthly basis to ensure proper company standards are consistently implemented in terms of Quality, Service and Cleanliness
Be the primary contact for franchise sales reports
Assist in area market studies as necessary
Assist in the participation in trade shows and expos as a means to expand the franchise business.

Training Manager, November 9, 2010 to August 4, 2011

Train and develop the crew to the highest standards of the Hungry Bunny system by uplifting their performance and maintain the Standard Operational Procedures through awareness and mastery of the daily routine on shift
Train and develop Restaurant Managers and Area Managers by following managerial responsibilities and accountabilities, operational duties and people development plan
Revise and update the training tools in order to improve all communication and in-store operational system
Conduct store visits and audits to maintain consistency of the training guidelines and programs
Develop franchising training plans in order to expand to other countries and compete in the international market

GREPALIFE FINANCIAL, INC.

9TH Flr. Grepalife Building, 221 Sen. Gil Puyat Ave., Makati City

One of the largest life insurance companies in the Philippines providing life insurance, pre-need, bancassurance and fund management

Bancassurance Training Head, July 14, 2008 to November 5, 2010

Oversee the entire Training Department operation
Coordinate with Region Heads and Area Managers with regard to the training needs of their Bancassurance Sales Officers and bank partners
Design training modules for the sales force
Conduct both basic and intervention training programs for the sales force
Prepare the monthly training calendar and ensure implementation of the scheduled programs
Prepare the department’s annual training budget

PHILAM EQUITABLE LIFE ASSURANCE COMPANY

7th Flr. Philamlife Salcedo Bldg., 126 L.P. Leviste St., Salcedo Village, Makati City

A partnership between Philamlife, the leading life insurance company, and BDO-Equitable PCI Bank, the third largest universal bank in the country.  The company provides the services of life insurance particularly to bank clients.

Assistant Training Manager, September 19, 2005 to July 11, 2008

Conduct a 2-week basic training program to Financial Services Executives (FSE) in Metro Manila as well as in the provinces
Conduct advanced courses for FSEs and Area Managers in Metro Manila and in the provinces
Prepare training schedules on a quarterly basis
Oversee the processing and completion of licensing requirements of FSEs
Design advanced training modules for the development of FSEs’ and Area Managers’ knowledge and skills in life insurance sales

PRU LIFE U.K.

25th Flr. Tower 1, The Enterprise Center, 6766 Ayala Avenue, Makati City.  A financial services company providing life insurance, savings and investment plans and fund management

Training Executive III, May 16, 2004 to September 19, 2005

Conduct basic agents training courses in Metro Manila as well as in the  North and South Luzon branches
Conduct advanced agents training courses in Metro Manila as well as in the  North and South Luzon branches
Conduct the Licensure Examination Review in Metro Manila as well as in the North and South Luzon branches

Agency Development Officer, October 10, 2003 to May 16, 2004

Generate leads of new agency leaders and agents for nominations to branch manager and general agencies
Monitor new agency leader recruiting progress versus company assigned goals and work with the agency leader in addressing manpower condition
Initiate sales clinics with the participation of the agency leader for new agents working on their first 3 policies
Work with the agency leader in on-the-job coaching of new agents in the use of activity plans, prospecting tools, sales materials and product marketing tools and basic compliance issues
Coordinate with various Head Office units regarding concerns of new agency leaders and agents

Training Executive II, September 5, 2001 to October 10, 2003

Conduct basic agents training courses in Metro Manila as well as in the  North and South Luzon branches
Conduct advanced agents training courses in Metro Manila as well as in the  North and South Luzon branches
Conduct the Licensure Examination Review in Metro Manila as well as in the North and South Luzon branches

ALL ASIA LIFE ASSURANCE CORPORATION

All AsiaCapital Center, Paseo de Roxas, Makati City.  One of the fastest growing life insurance company providing life insurance, salary savings and retirement plans.

Development Officer II, April 1, 2000 to July 31, 2001

Conduct basic and management training courses in Metro Manila and provincial branches.
Develop training modules for basic and management courses.
Implement the recruitment and selection process of the agency forces nationwide.

CMG OF AUSTRALIA

Chatham House Building, Makati City.  A financial services company providing life and health insurance, pre-need products, retirement plans and funds management.

Training Officer, April 1, 1998 to March 31, 2000

Conduct basic and developmental training courses in Metro Manila and provincial branches.
Implement the recruitment and selection process of sales agents nationwide.
Develop training modules for basic and developmental courses.
Updating the database of the sales force that has undergone the courses, I have conducted.

Training Assistant, July 22, 1996 to March 31, 1998

Assist the trainer in various training courses conducted in Manila and provincial branches
Prepare certificates for graduates of training courses.
Forward all documents of graduates from Training to Licensing department for licensure coding.
Prepare materials for training courses for Manila and provincial branches.

ABC & G CORPORATION (McDonalds Sucat)

Dr. A. Santos Ave. cor. President Ave., Sucat, Paranaque. One of the leading fast food restaurants in the industry today providing the fast and friendly quality service.

Shift Manager, October 25, 1993 to July 19, 1996

Oversee the entire shift operation (i.e. people, equipment, and product).
Responsible for floor control: Pre-shift, Running the Shift and Post-Shift.
Discuss with area managers crew positioning and area objectives (quality, service and cleanliness).
Ensure that all crew understands their primary and secondary responsibilities.
Determine counter, drive-thru and kitchen area teams and review sales projections.

GOLDEN ARCHES DEVELOPMENT CORPORATION (McDonalds Alabang)

Ayala Alabang Town Center, Ayala Alabang, Muntinlupa City

Crew Chief, June 1992 to October 25, 1993

Implement procedures in preparing products.
Maintain QSC standards and enforce holding time.
Prepare, Present, Try out and Follow up crew training steps.
Ensure that products meet customer needs without producing excessive amounts.
Does minor a calibration in opening and closing sundae machines.

Service Crew, July 16, 1990 to June 1992

Follow procedures in providing quality service to customers in a fas and friendly way in the counter, drive-thru and kitchen areas.

EDUCATION

Philippine Merchant Marine School                March 1993

BS Marine Transportation

EXAMINATIONS TAKEN

Basic Life Insurance Exam – passed

Variable Life Licensure Exam – passed

FLMI 280: Principles of Life, Health and Annuities – passed

FLMI 290: Life and Health Insurance Company Operations – passed

FLMI 320: Marketing Life and Health Insurance – passed

SEMINARS ATTENDED

7 Habits of Highly Effective People

4F Ateneo Professional Schools, November 9 – 12, 2015

130 H.V. Dela Costa St., Salcedo Village, Makati City

Health and Food Safety Seminar

Al Arkkan Training Center – Madinah, Dammam, Saudi Arabia, January 10 – 12, 2012

Dammam, Eastern Region, Kingdom of Saudi Arabia

Internal Auditor Training Program based on ISO 9001:2008 and ISO 22000:2005

Hungry Bunny Training Hall, October 23 – 24, 2011

Al Ashrea’Ah Square, Corniche area, Dammam, Kingdom of Saudi Arabia

Knockout Presentation Skills Workshop

Inspire Consultancy, Inc., February 2, 2010

4F Via Codotti function room, A. Venue Suites, Makati City

Business Economic Briefing

Powermax Consulting Group, Inc., November 20, 2009

Crowne Plaza, Galleria, Pasig City

11th Client Centric Selling

Mansmith and Fielders, Inc., February 5 – 6, 2009

Mandarin Oriental Hotel, Makati Avenue, Makati City

1st Ziglar Sales Summit

Inspire Leadership Consultancy, September 4, 2008

CPR Auditorium, RCBC Plaza Tower 2, Ayala Avenue, Makati City

Managing the Training and Development Function

Personnel Management Association of the Philippines (PMAP), July 12-13, 2007

Variable Life and Variable Annuities in Japan

Oriental Life Insurance Cultural Development Center – Philippine Life Insurance Association, Inc.

Insurance Institute for Asia and the Pacific, Makati City, February 16, 2007

Enhancing Supervisors Productivity Workshop

Personnel Management Association of the Philippines (PMAP), November 17, 2005

Taking Action for Continuous Improvement (TACI)

Pru Life UK, Sheriben Paraguas, June 9-10, 2005

25/F Tower 1, The Enterprise Center, 6766 Ayala Ave., Makati City

Awareness Before Change Program (ABC Program)

Prudential Malaysia, Col. Izaidin Samsoodeen, January 25-29, 2004

San Miguel Corporation Training Center, Tagaytay City

Human Evocative Approach to Training/Teaching (HEAT)

Benchmark Consulting, Julius C. Ordonez, December 11-13, 2002

PLDT Teltec Bldg., Mandaluyong City

Team Building Program

Career System Inc., Jocelyn Marie B. Fallarme, September 26 – 27, 1997

El Caseron, Tagaytay City

Culture Development Workshop

Willy Bantigue, March 1997, Antipolo

Assertive Communication Workshop

Career Systems, Inc., Carmen M. Gonzales, October 16-18, 1996

DAP, Tagaytay City

OTHER SKILLS

Skilled in the development of training modules

Skilled in the preparation of presentation materials (PowerPoint)

Computer Literate

PERSONAL INFORMATION

Place of Birth        :    Metro Manila

Birth Date        :    January 8, 1973

Civil Status        :    Married

Languages spoken    :    English, Filipino