Hi, I’m
ANGELA DOMINIQUE CURA
Summary
Results-driven professional with extensive experience in unit management and team leadership. Expert in wealth management, portfolio rebalancing, customer acquisition, customer engagement. Proven track record of improving operational efficiency, fostering a collaborative work environment. Demonstrated reliability, adaptability with a strong focus on achieving team goals, delivering high-quality results. Successfully managed a retail global store, honing skills in visual merchandising, stock and inventory management, client complaint resolution.
Overview
14
years of professional experience
Work History
Prudential Life Insurance Ghana, Prudential PLC, U.K
Unit Manager
11.2024 - 03.2025
Job overview
- Supported financial advisors through the company's learning management system, fostering professional development.
- Utilized Microsoft 365, Prism, and PruOne systems to streamline client data management, proposal creation, and application submissions.
- Earned MDRT Top of the Table 2025 and a contender for 2026 distinction by outperforming sales objectives, demonstrating global excellence in insurance services.
- Facilitated virtual meetings with prospects using Zoom, Webex, and other platforms to effectively present product offerings.
Allianz PNB Life Insurance Inc
Agency Leader
02.2024 - 09.2024
Job overview
- Recruit and train agency partners in conducting business by presenting different options with the use of Google slides and mentimeter for interactive engagement
- Implemented CRM system improvements that streamlined communication between agency departments, improving collaboration efforts across teams
- Regularly reviewed KPI results from agency partners to create necessary action strategies
- Monitor agent compliance procedures regularly ensuring adherence to industry regulations.
- Designed well-informed strategies by applying SWOT analysis with support from Microsoft 365 and Planview.
AXA Wealth Management
Senior Portfolio Manager
10.2019 - 01.2024
Job overview
- Strengthened partnership between Investment Distribution and AXA.
- Deliver insights on various positioning of AXA funds to high-net-worth investors.
- Optimized lead tracking systems by effectively employing Microsoft Excel, Zolo Sheet, and Airtable, improving operational efficiency.
- Consistently met and exceeded yearly targets, earning accolades for excellence.
Bank of the Philippine Islands
Investment Advisor
11.2018 - 09.2019
Job overview
- Created tailored wealth management solutions by utilizing BPI's extensive range of financial instruments.
- Worked jointly with Relationship Managers to obtain investments from both prospective and established preferred clients.
- Keeps bank partners and clients updated with the current market condition and projections by using seeking alpha
BDO Life Assurance Company Inc.
Area Sales Manager
09.2017 - 10.2018
Job overview
- Managed a team of 10 financial advisors, consistently meeting monthly targets by leveraging AI tools for prospect tracking and precise fund assessments.
- Delivered comprehensive reports and facilitated seamless communication through proficiency in Microsoft Office and collaboration platforms like Slack, MS Teams and Whatsapp.
- Executed branch visits to perform joint field work with financial advisors and bank managers
- Created visual sales reports with charts in Microsoft Excel to enhance data interpretation and strategic planning.
BDO Life Assurance Company Inc.
Senior Financial Advisor
10.2013 - 08.2017
Job overview
- Provided diverse financial products tailored to clients' risk tolerance using suitability assessment tools
- Drafted and sent email proposals and follow-ups to clients using MS Office.
- Leveraged Xero and Insight software to enhance financial decision-making processes.
Rustan Marketing Specialists Inc. (Marks and Spencer)
Store Supervisor
09.2011 - 05.2013
Job overview
- Supervised operations of Marks and Spencer store, ensuring alignment with global brand standards for almost 2 years
- Supervised daily operations by directing customer service, inventory and sales operations with the use of Microsoft Office tools and Google Sheets
- Maintained high standards of store appearance by enforcing cleanliness guidelines, organizing merchandise displays, and scheduling routine maintenance tasks.
- Supervised daily store activities to ensure smooth operations, proper staffing levels, and adequate inventory control.
- Handled escalated customer complaints professionally, offering appropriate resolutions to ensure satisfaction and maintain positive brand reputation.
- Delivered on monthly sales objectives, resulting in consistent incentive attainment.
Education
AcademyExAuckland, New Zealand
Master Of Change And Organisational Resilience from Change Management And Organizational Behavior
Far Eastern UniversityPhilippines
Bachelor of Science in Nursing
04.2010
Skills
- Experienced in recruiting, mentoring, and training high-performing teams using Microsoft 365, Zoom and Slack
- Proficient in developing leadership training programs enhanced by AI-driven insights
- Skilled in strengthening team culture and conflict resolution
- Knowledgeable in continuous learning programs using Team TreeHouse, Udemy, and Coursiv
- Experienced in creating custom training materials tailored to business needs and team growth
- Knowledgeable in strategic workflow design using Asana, Trello, Microsoft Suite, and Slack Experienced in automating performance tracking with G-Accon, Attendancebot, andFreshworks
- Adept at identifying bottlenecks and implementing AI-powered solutions via ChatGPT
- Knowledgeable in building and optimizing sales funnels using GoHighLevel (GHL) andClickFunnels
- Skilled in managing calendar setup and scheduling automation using Calendly
- Knowledgeable in managing campaigns in ActiveCampaign, GoHighLevel, and Infusionsoft
- Adept at creating automated email sequences and lead segmentation using AI tools
- Adept at designing strategies to excite and motivate teams for engagement andproductivity
- Proficient in organizing regular meetings and company-wide game initiatives to enhance team collaboration
Certifications and Awards
- Pearson Test of English Passer: 79
- Million Dollar Round Table Awardee
- GAMA Leadership Awardee
- Chartered Wealth Advisor (Wealth Management Institute), Passed the exam with distinction in August 2021
- Registered Financial Planner (RFP Philippines), Passed the RFP Course & Defense in Jan 2018
- Licensed Insurance Agent, Variable, Traditional life, General Insurance
- Trip Incentive Qualifier
- Registered Nurse, Passed the PH Nursing Licensure board exam in June 2010
Reference
Available upon request
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