Quezon City, Philippines
ad5rjl@r.postjobfree.com
091******** WORK EXPERIENCE
CONTACT ME
EDUCATION
Philippine Women University
Vocational/Secretary
College Undergraduate
High School Deploma
1987
Dissertation in Dress Making and
Driving
SKILLS
January 2015-Present
Sunlife of Canada Philippines Inc.
Financial Advisor
Consulted with clients to assess and meet short and long term financial goals. Counselled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability.
Prepared income projection and investment reports for clients to view income and balance sheet and determine investment strategies. Referred clients to insurance companies and investment firms to facilitate retirement planning and diversify portfolios.
Examined tax status and risk tolerance to maximize income and save money. September 2007-Present
Camella Homes - Metro Manila
Real Estate Consultant
Generated list of for-sale properties.
Advised prospective clients on current market activities and desirable opportunities in neighborhoods.
Interviewed clients to determine property needs and preferences. Showed building models to prospects based on expressed needs and preferences.
Financial Planning
Communication and Presentation
Investment Management
Customer Service
Client Relationship Management
Nora Ammay
August 1989-June 1991
Uniwide Mall - Quezon City Philippines
Sales Lady
Kept updated on pricing changes, availability and stock specifications to provide accurate and up to date information to customers. Used excellent upselling skills to suggest additional or higher value products, making suggestions based on customer needs.
Directed customers in store, providing information, specifications, and pricing details.
Performed product demonstrations, presentations and explanations to deliver excellent customer service.
Helped customers make purchase decisions by highlighting features, communicating functions and recommending products best suited to their needs.
Highly skilled Financial Advisor with a proven track record in providing comprehensive financial planning and investment advice. Committed to assisting clients in achieving their financial goals and optimizing their wealth management strategies. Possesses strong analytical and communication skills, adept at explaining complex financial concepts in a clear and concise manner. Excels in building long-term relationships based on trust and integrity. Open to exploring diverse opportunities outside the realm of financial planning to broaden knowledge and skillset.