Financial Analyst Life Insurance

Location:

Davao City, Davao, Philippines

Salary:

25000

Posted:

January 05, 2021

Contact this candidate

Resume:

Marx Vincent Valdevieso

#*** ***-* ******, ******* Phase 1, Davao City 8000

093*-***-**** (Mobile)

adi6kl@r.postjobfree.com

Educational Background:

College: Ateneo de Davao University

Bachelor of Science in Business Management

June 2008 - May 25, 2012

Secondary: Philippine Women’s College of Davao

June 2004 – March 2008

Primary: Philippine Women’s College of Davao

June 1998 – March 2004

Employment Experience:

1.) FWD Life Insurance

• Financial Solution Consultant

(November 5, 2018 – December 23, 2020) (Security Bank Toril Branch) I. Responsible for Identifying the financial and life coverage needs of the client and proposing to them the right solution.

II. Organizing the clients Retirement fund, Education fund, day to day expenses, Long term and short term investments and Estate Planning III. Conduct Financial Planning to various companies / organizations and proposing them the right benefit for their employees and the organization / company itself 2.) Puregold Price Club

• Section Supervisor

(April 15, 2018 – September 15, 2018) (Puregold J.P Laurel St. Lanang Davao City) I. Responsible for Managing a retail staff within a business. Coordinated the shipping of goods, sets up display and assist customer and staff during business hours II. Ensure promotion and pricing are accurate

III. Maintain store’s cleanliness and health safety measures IV. Ensure standards for quality and customer service are met 3. Eastwest Ageas Life Corporation

• Financial Advisor Eastwest Ageas Life Corporation

(December 5, 2016 – November 3, 2017) (EWB Legaspi-Aguirre, Makati Branch)

(November 3, 2017 – February 1, 2018) (EWB Ma-a, Davao Branch) i. Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

ii. Develop and deepen client relationships

iii. Preparing financial plans with a mix of short and long term investments 4. Department of Social Welfare and Development (DSWD)

• Financial Analyst KC NCDDP/PAMANA KALAHI-CIDSS

(September 2014- December 2015)

i. training community volunteers on financial management and fiduciary processes

ii. assisting and providing TA to community volunteers in setting-up systems and processes for community-based finance management and fiduciary control

iii. Financial transactions relative to the request for, release and accounting of community grants.

5. Weena Bus Express Corporation

• Accounting Assistant

(June 2012- August 2014)

i. Complete mail bills, contracts and checks

ii. Operate office machines such as, personal computer, photocopier and scanners

iii. Compile, copy, sort and file records of office activities, business transaction and other activities

iv. Prepare meeting agendas, attend meetings, record and transcribe minutes

v. Reconciling finance accounts and direct debits

vi. Calculating and checking to make sure payments, amounts and records are correct.

Trainings Attended:

Ateneo Trade Fair on Gaisano Mall of Davao, Feb 25-27 2012

Making of Business Plan, Ateneo de Davao University, Oct 2011-Feb 2012

Procter and Gamble Seminar, Ateneo de Davao University, March 2012

DSWD KALAHI-CIDSS Environmental and Social Safeguards Training Area Coordinating Teams, Marco Polo Hotel, April 16-18 2015

DSWD KALAHI-CIDSS Orientation on Revised KALAHI-CIDSS PAMANA Implementation Arrangements, Eden Nature Park, October 14-16 2015

DSWD KALAHI-CIDSS Training Workshop on Disaster Risk Reduction and Management, Eden Nature Park, December 1-3 2015

Personality Development on One World Place 32nd Street BGC, Taguig, January 9-10 2018

Involvements:

• Production Staff Member: The Ateneo de Davao University Awitinesta, 2010-2011

• Member, Junior Philippine Association of Business Management 2010-2012

• Member, Filipino-Chinese Community Club Ateneo De Davao University 2010-2011 Skills:

• Stocks/ Equities and Investment Funds Expert

o Specialized in Value Investing – Identifying undervalued equities in PSE o Expert in Fundamental Analysis of Stocks/Equities in Financial Market o Expert in Financial Jargons

• Marketing and Sales Expert and has multiple closing skills

• Leadership - Officer of various campus club organizations

• Excellent in oral and written communication skills

• Computer - Proficient in Windows 98 to 7, Microsoft Office and SAP Business One References:

• Karl Mae Villafuerte

Branch Head

China Bank Corporation

(091*-****-***)

• Aracelie R. Solis

Sales and Service Officer PNB – San Pedro Branch

Philippine National Bank

(091*-****-***)