Administrative Assistant Sales Agent
Resume:
Limuel M. Oliva
Personal information
Address: Purok 6, Sitio San Antonio, Fidel Surtida.
Phone: 095********
Email: ***************@*****.***
Professional summary
Experienced Financial Advisor/ Sales Agent with years of expertise in developing tailored investment strategies and comprehensive financial plans for individuals and businesses. Adept at analysing financial needs, offering customized solutions, and helping clients meet their long term financial goals. Skilled in portfolio management, market analysis, and maintaining strong client relationships. Known for clear communication, in-depth knowledge of financial products, and a commitment to client success
Work experience
Make sure to list your most recent or current employment first, followed by previous jobs
Position: Licensed Financial Planner/Assistant Unit Manager
Company: PruLife of UK
Job location: Manila
Period: September 16, 2020 – Current
Job description: Build and maintain strong relationships with clients, understanding their financial needs and goals.
Position: Freelance Travel Consultant
Company: Aureus Travel Agency
Job location: Manila
Period: October 3, 2020 – November 20, 2021
Job description: Meet with clients to understand their travel needs, preferences, and budget constraints.
Position: Sales Representative
Company: Gigahertz Computers
Job location: Manila
Period: September 16, 2018 – March 7, 2019
Job description: Initiate and maintain relationships with customers, serving as their primary point of contact.
Position: IT Staff (OJT)
Company: Manila Central University
Job location: Manila
Period: January 8, 2018 – March 10, 2018
Job description: Provide assistance to employees regarding hardware and software issues, ensuring timely resolution of technical problems.
Key skills
Computer Literate.
Good Communication Skills.
Tech Savvy.
Good Financial Planning Skills.
Analytical Skills.
Effective Customer Relationship Building.
Active Listener.
Good Team Management skills.
Good Negotiation Skills.
Seminars and training attended
Augmented Reality Seminar.
Joomla! CMS Seminar.
No SQL Seminar.
Digital Forensics Seminar.
Introduction to Software Quality Seminar.
Front-end Development Introduction with UI/UX Seminar.
National Security and Awareness Seminar.
Microsoft SQL Server Seminar.
SQL Fundamentals Seminar.
PHP Tutorial Seminar.
Education
City of Malabon University
Bachelors of Science in Information Technology
June 10, 2014 – June 8, 2018
References
Name: Ezekiel R. Borja
Position: Professor
Company: Manila Central University
Location: Manila
Phone: 095********
Name: Paolo Garcia Barra
Position: Technical Support
Company: Gigahertz Computers
Location: Manila
Phone: 099********
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