Ana Rose Torres
Customer Service & Financial Planning
Carmona,CAV
Summary
- Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
- Experienced with handling customer interactions and resolving issues promptly. Utilizes communication and empathy to build strong customer relationships. Track record of maintaining high customer satisfaction and fostering loyalty.
- Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Financial Advisor
BDO LIFE Assurance Company, Inc
10.2016 - 12.2021
- Developed comprehensive financial plans for clients to achieve long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on life insurance, investment opportunities, products, and services based on each clients' individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Customer Care Specialist
IQOR Philippines
05.2014 - 09.2016
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Directed customers to appropriate departments for additional support.
- Provided customers with detailed information on company products, services and materials.
- Responded to customer inquiries via phone.
- Used exceptional communication to connect with customers, assess needs, and present solutions.
- Assessed and offered solutions to improve procedures and customer experiences.
Education
Bachelor of Arts - Communication
Tarlac State University
Tarlac City, Province Of Tarlac, Philippines 04.2010 - 01.2014
Skills
Financial planning (Life Insurance)
Applicant
Ana Rose E. Torres
Personal Information
- Age: 31
- Place of Birth: Tarlac City
- Date of Birth: December 8, 1993
- Marital Status: Married
- Religion: Roman Catholic
Timeline
Financial Advisor
BDO LIFE Assurance Company, Inc
10.2016 - 12.2021
Customer Care Specialist
IQOR Philippines
05.2014 - 09.2016
Bachelor of Arts - Communication
Tarlac State University
04.2010 - 01.2014
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