ANNA LORRAINE CETIN
REGISTERED FINANCIAL PLANNER
Tarlac, Province Of Tarlac,TAR
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
13
13
years of professional experience
3
3
Certifications
Work History
Financial Wealth Planner
FWD Life Insurance
11.2020 - Current
- Prioritized schedules to meet project goals and overall customer satisfaction.
- Increased sales of life insurance products through tactical customer outreach.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Boosted policy sales through proactive client outreach and effective marketing strategies.
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
Real Estate Agent
Robinsons Land Corporation
04.2024 - 09.2024
- Negotiated, facilitated, and managed real estate transactions.
- Communicated with clients to understand property needs and preferences.
Property Consultant
Terra Solutions Realty
11.2023 - 03.2024
- Increased property sales by developing and implementing effective marketing strategies.
- Established trust-based relationships with clients by maintaining professional integrity and providing honest advice based on expert knowledge of the industry.
Account Specialist
Promax Inc
06.2023 - 10.2023
- Improved team efficiency with introduction of collaborative CRM system, facilitating better communication and account tracking.
- Stayed current on company offerings and industry trends.
Financial Advisor
BDO Life Insurance
05.2012 - 06.2020
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Maintained high standards of customer service by building relationships with clients.
- 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.
Education
Bachelor of Science - Financial Management
Tarlac State University
Tarlac City, Philippines04-2012
Skills
Insurance sales expertise
Accomplishments
FWD LIFE INSURANCE COMPANY
MILLION DOLLAR ROUND TABLE (MDRT) 2022 AND 2023
• One of the world’s top-selling agent and financial services professional.
• Metro Manila Region’s Top 77 Sales Producer for the second quarter of 2023
• Top 7 Sales Producer December 2021
• Metro Manila Region’s Top 7 Sales Producer September 2021
• Metro Manila Top Planner August 2021
BDO LIFE INSURANCE COMPANY
• Top 2 Financial Advisor Bank-wide (2019)
• Top 3 Financial Advisor Bank-wide (2018)
• Top 4 Financial Advisor Bank-wide (2017)
Certification
MILLION DOLLAR ROUND TABLE (MDRT)
Timeline
Real Estate Agent
Robinsons Land Corporation
04.2024 - 09.2024
Property Consultant
Terra Solutions Realty
11.2023 - 03.2024
Account Specialist
Promax Inc
06.2023 - 10.2023
Financial Wealth Planner
FWD Life Insurance
11.2020 - Current
Financial Advisor
BDO Life Insurance
05.2012 - 06.2020
Bachelor of Science - Financial Management
Tarlac State University
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