Benzon Paraiso
Senior Financial Advisor
141 N. Domingo St. Brgy, Kaunlaran Cubao, Quezon City,
Summary
CAREER OBJECTIVE: To be one of your institution's trusted and excellent workforce where I can establish and contribute my professional growth alongside utilizing my knowledge and skills that I gained the past years of working experience with BDO Life and BDO that provides quality products and services to the clients. Furthermore, to share my gathered & stored crafts and ideas to your company and existing or future clients.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
17
17
Certifications
1
1
Language
Work History
Senior Financial Advisor
BDO Life Assurance Company, Inc.
Makati City, Metro Manila
11.2016 - Current
- Provides specialized financial planning support for
clients with diverse portfolios and individual needs.
Assists and educates clients on various financial
matters and provides professional recommendations
on investment opportunities, products, and services
based on clients' individual needs.
Develops personal rapport with clients to maintain
customer loyalty and establish long-term accounts.
Monitor accounts for premium collections. Help clients
understands existing financial plans by conducting
product refreshers on desired schedules. Setting
appointments and meetings to clients for new business
transactions. At least minimum of 10 calls per day.
Establish good business and personal relationship with
bank partners including branch manager to help
maintain job efficiency within workplace. Mentors and
trains highly talented staff, which prepared team
members for providing exemplary service to clients.
Monitors bank partners individual productions and
provides data on regular basis. Activates branch
business review quarterly.
Engages to teams scheduled meetings, such as
business review and provides details of performances,
tasks and branch obligations being done to measure
how far it goes.
Attends and engages to company's half-general
assembly, year-end sales rally and corporate meetings
to help hone personal skills and knowledge.
Small Business Co-Owner
SNACK ATTACK
Legazpi City, Bicol
06.2015 - 04.2016
- Supervised the business operation.
- Managed and supervised daily tasks.
- Developed comprehensive marketing strategies to increase brand awareness and grow the customer base.
Education
Bachelor of Science - Entrepreneurship
Bicol University
Legazpi City, Bicol Philippines 04.2011 - 04.2016
Skills
Flexibility
Accomplishments
- BDO's BEST 2022 - Achieves branch full-year target. of BDO Pasig Puregold San Joaquin branch and BDO Pateros Poblacion branch.
- Bancassurance Excellence (BEA) Awards Awardee for the year 2018, 2021 & 2022.
- 2018 - Affluence (ASCENT) - Awardee
- 2018 - Agility (RUN) - Awardee
- 2018 - Quality Circle - Awardee
- 2021 - Affluence (ASCENT) - Awardee
- 2021 - Agility (SPRINT) - Awardee
- 2022 - Affluence (ASCENT) - Awardee
- 2022- Agility (SPRINT) - Awardee
- Achieved target by completing the tasks with accuracy and efficiency.
Certification
1St Regional Entrepreneurial, Leadership and Career Enhancement Forum Theme: “Rewind, Play, Forward; 30 Years of Bicolano Entrepreneurial Spirit March 11, 2013 at the Albay Astrodome, Legazpi City
Affiliations
Bicol University New Generation Cultural (BUNGCUL) Singers
University Choir - BASS 2 Singer
Bass 2 (A.Y. 2011 - 2016)
Public Information Officer (A.Y. 2014 – 2015)
Scholar, BU Performing Arts (2014 - 2016)
Young Entrepreneur Society (YES) Organization
Bicol University, Department of Entrepreneurship
Business Manager (A.Y. 2012 – 2013)
Enactus Bicol University
Vice-President for Marketing (A.Y. 2014 – 2015)
Sanguniang Kabataan ng Badian
SK Kagawad (2011 – 2014)
SK Scholar (2011 - 2012)
Timeline
Senior Financial Advisor
BDO Life Assurance Company, Inc.
11.2016 - Current
12Th CBEM Intramurals: Festival of Events - Board of Judges during the Musical Competition September 2, 2016 at the Embarcadero de Legazpi, Legazpi City
09-2016
MR and MS CBEM 2016 - Board of Judges during the Talent Competition of Mr and Ms CBEM 2016 August 27, 2016 at the BU-CBEM E-Hall
08-2016
46Th University Commencement Exercises Theme: Bridging Bicol University to the World April 1, 2016 at the University Commencement Ground, Bicol University, Legazpi City
04-2016
Intensive Leadership Conference – Seminar for Discipleship CHRIST JESUS Way April 21, 2016 at the Christian Development Center (CDC), Tagaytay City, Province of Cavite, Philippines
04-2016
National Colloquium on Resilient Local Health Systems Theme: The Experience of Yolanda-affected Municipalities December 2, 2015 at the Crimson Hotel, Alabang
12-2015
The Search for Mister and Miss TEEN Albay Karangahan 2015 Board of Judges during Pre-screening of Candidates November 29, 2015 at the Pacific Mall Activity Center, Legazpi City
11-2015
The Search for Mr. and Ms. BUCENG 2015 Board of Judges during the Pageant Night Theme: Clash of CENGIANS: The Grand Battle for Splendor and Prominence September 2, 2015 at the Albay Astrodome, Legazpi City
09-2015
Lakan ng Kalakhang Guinobatan 2015 1st Runner-up August 12, 2015 at the Guinobatan Town Plaza, Guinobatan Albay
08-2015
Small Business Co-Owner
SNACK ATTACK
06.2015 - 04.2016
2015 Summer Enrichment Classes Academic Improvement Modules High (AIM – Hi) Closing and Awarding Ceremonies Master of Ceremonies Theme: Achieving a Culture of Academic Excellence in an Era of Global Competitiveness May 10, 2015 at the BUCAL Amphitheater, Legazpi City
05-2015
Enactus Orientation and Social Entrepreneurship Training February 2, 2015 at the Daragang Magayon Hall, Aquinas University of Legazpi, Albay
02-2015
12Th Hands-On Chorale Workshop with Philippine Madrigal Singers October 21 – 25, 2014 at the Cultural Center of the Philippines, Pasay City
10-2014
The Search for MR. and Ms. BUCBEM 2014 Mr. INTRAMS 2014 August 27, 2014 at the Albay Astrodome, Washington Drive, Legazpi City
08-2014
2Nd Regional Entrepreneurial, Leadership and Career Enhancement Conference March 11, 2014 at the Albay Astrodome, Legazpi City
03-2014
CAL Recognition Day Acknowledgement for being member of the Bicol University New Generation Cultural (BUNGCUL) Singers a Performing Arts Group March 17, 2014 at the BUCAL Amphitheater, Legazpi City
03-2014
5Th Annual Conference of Advertising, Marketing and Business Administration Students of the Philippines Theme: Philippine Marketing and Advertising: Creating Impact that Empowers Good Attitude February 9, 2014 at the AFP Theater, Camp Aguinaldo, Quezon City
02-2014
International Business Protocol for Professional Excellence February 11, 2014 at the Seminar Room C, 2nd floor, PTTC Bldg. Sen. Gil J. Puyat Ave. cor. Roxas Blvd. Pasay City
02-2014
1St Regional Entrepreneurial, Leadership and Career Enhancement Forum Theme: “Rewind, Play, Forward; 30 Years of Bicolano Entrepreneurial Spirit March 11, 2013 at the Albay Astrodome, Legazpi City
03-2013
Bachelor of Science - Entrepreneurship
Bicol University
04.2011 - 04.2016
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