Julius Capilitan
About Me
Proactive high performing Insurance Specialist with over 14+ years of Banking experience (Business and Retail), Investments, Residential and Commercial Lending, Insurance sales on both HVC and Commercial clients. A proven leader within the team and a big advocate for the company values and strategy.
A proficient sales manager and natural communicator proven to deliver under tight times and able to operate in a faced paced and changing environments.
Being raised and creating my career in Wellington, I pride myself on having extensive external network for business generation.
My objective is to deliver and exceed sales metrics, be part and take charge in high performance culture, be a valued employee and continually develop myself and encourage my team to achieve their best.
Professional Development
Massey University 2001 • NZ Business Studies
Access Technology 2002 • Advanced sales skills
ANZ Bank 2003 • ANZ Know & Grow program (Advanced Sales & Needs based selling):
Massey University 2009 • Bachelors of Commerce (not yet finished)
Auldhouse 2010 • Advanced excel training specialising in financial analysis (preparing investments statements & financial reports)
Cohen Brown 2011 • Advanced sales skills (quantifying customers, assumptive closing, sales coaching, mentoring, lead generation)
Kiwi Bank 2012 • Delegated lending authority certificate AFA (Accredited Financial Advisor)
Present • Completed - Set E (Insurance) • Currently doing Sets A, B, C