Angela Khit Fernandez
Marketing
Plaridel
Summary
To obtain a job that meets my competencies, capabilities, skills, and education. To improve what I have now by obtaining knowledge through working with future colleagues. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Financial Advisor
FWD - Rising Dragon Life Insurance Agency Corp
08.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
Financial Advisor
PruLifeUK-Rising Dragon Life Insurance Agency Corp
08.2022 - 07.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement
Inventory Control Assistant
Asianland Strategies Corporation
05.2022 - 08.2022
- Entry/Release of Title from AMB-ALSC, Entry/Release of Title Heirs-ALSC
Entry/ Release of Title of Subdivision/ Consolidation - Completing Requirements for Subdivision/ Consolidation
- Tax Clearance and Certificate of Boundary owners for the cancellation of Sec.
- Encoding of Technical Description of 'not included' in Conveyance (AMB, ALSC, MOC)
- Updating Documents Master List
- Keeping and filling important document such us Registry of Deeds Official Receipts
- Transfer Certificate of Title and Transfer Tax Declaration
- Request for Payment of Transaction
- Requesting office supplies for our section
- Transfer of Tax Declaration of every new Titles released,
- Getting Certified True Copy of the Title and Certification of Sec. 7 in the Registry of Deeds,
- RPT computation
Administrative assistant
Genuino Ice Co. Inc
07.2017 - 05.2019
- Managed all administrative duties
- Provides administrative support to ensure efficient operation of office
- Monthly monitoring of all the expenses of the company all over the franchise
- Checking all the sales report of 17 Branches nationwide
- Develop and maintain a filing system
- Update and maintain office policies and procedures
- Order office supplies and research new deals and suppliers,
- Maintain contact lists
- Book travel arrangements,
- Submit and reconcile expense reports
- Provide general support to visitors
- Act as the point of contact for internal and external clients
Education
Bachelor of Science - Marketing Management
Virgen Milagrosa University Foundation
San Carlos City, Province Of Pangasinan, Philippines 06.2014 - 01.2017
Skills
Good communication and analytical skills
Computer Literate (MS Excel, MS Word, MS PowerPoint)
Sales and Marketing
Relationship building and management
Seminar Straining Attended
- The Digital Shift in Multimedia Marketing, Sison Auditorium - Virgen Milagrosa University Foundation, 07/16/2014
- 2nd AME Regional Marketing Management Convention, Sison Auditorium - Virgen Milagrosa University Foundation, 07/16/2014
Personal Information
- Age: 29
- Date of Birth: 03/09/95
- Marital Status: Single
- Religion: Christian
References
Engr. Divine Grace Santos, +639177693737
Timeline
Financial Advisor
FWD - Rising Dragon Life Insurance Agency Corp
08.2023 - Current
Financial Advisor
PruLifeUK-Rising Dragon Life Insurance Agency Corp
08.2022 - 07.2023
Inventory Control Assistant
Asianland Strategies Corporation
05.2022 - 08.2022
Administrative assistant
Genuino Ice Co. Inc
07.2017 - 05.2019
Bachelor of Science - Marketing Management
Virgen Milagrosa University Foundation
06.2014 - 01.2017
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