Hi, I’m
Carmen Dilag II
Account Officer
Calamba City,Laguna
Summary
5 Years' of experience in the Real Estate marketing in charge of strategies and campaigns, public relations, product positioning and branding. 1 year experience in customer service with skills in active listening, positive scripting, clear communication, attention to details. 3 years Bancassurance providing financial investment advisory services to high value clients, proven success in managing 6 digits to a million-peso portfolios, driving profitability, and with the ability to thrive in high pressure environment.
Overview
12
years of professional experience
3
Certifications
2
Languages
Work History
FWD Life Insurance PhilippinesMakati City, Philippines
Financial Solutions Consultant
06.2022 - Current
Job overview
- Used coordination and planning skills to achieve results according to schedule.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Facilitated new client onboarding process and investment account setup.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Sun Life Grepa, Financial IncMakati City
BANCASSURANCE SALES OFFICER
02.2019 - 06.2022
Job overview
- Function as Financial Consultant Responsible for providing businesses and individuals with sound advice regarding their financial planning and investments
- Duties and Responsibilities
- Collaborated with clients to review personal financial goals and provided consultation on investment portfolios
- Provided a broad range of investment solutions and products to help meet client goals and offer in-dept guidance through financial planning services
- Work with various branches in the organization, managing investment portfolios for a multiple clients with over 6 digits to a million in assets under care
- Maintained client information confidential.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
Inspiro Realia Inc, Mandaluyong City, CALL CENTER CUSTOMER SERVICE
REPRESENTATIVE
08.2018 - 01.2019
Job overview
- Inbound Sales Representative sell a company's products and services from its headquarters
- Duties and Responsibilities
- Handled an average of 30 calls per day in any given week and consistently resolved majority of any given issue in speed, accuracy and professionalism
- Negotiated with angry customers in a challenging call, resolved problems and complaints by clarifying the issue, explaining the best solution, and follow up
- Used MS Office or any given tools by the company to document customer requests, problem issues, and recommended solutions.
- Provided basic technical support resolving issues for clients on variety of company products.
Teletech, Pasay City MetroManila
Customer Service Representative
07.2017 - 07.2018
Job overview
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Processed customer adjustments to maintain financial accounts.
- Promptly responded to inquiries and requests from prospective customers.
Calamba CityLaguna
MARKETING OFFICER
05.2012 - 04.2017
Job overview
- Function as Marketing Coordinators that build and execute multiple marketing campaigns to help expand the real estate brand and responsible for the recruitments of authorized licensed agents and brokers
- Duties and Responsibilities
- Oversaw development of traditional and social media marketing campaigns to drive sales and customer engagement.
- Responsible with implementing strategic plan that increased market sales in division to more than double
- Trained and manage new sales team; delivered 30 percent in sales success
- Collaborated with multiple clients and assisted in personalized adjustment for purchasing needs.
SM Malls CorpCalamba
MARKETING ASSISTANT
03.2010 - 05.2012
Job overview
- Provide administrative and clerical support to
- Marketing Managers and are responsible for writing sales copy, organizing events, contributing to the annual marketing plan, helping implement and monitor marketing campaigns, handling correspondence and assessing the effectiveness of marketing efforts
- Duties and Responsibilities
- Collaborating with the marketing manager, internal teams, clients and partners on marketing strategy
- Helping identify marketing trends and key opportunities for innovation
- Analyzing questionnaires and other forms of feedback.
Education
Laguna state
Polytechnic
University
BACHELOR from English
University Overview
BSED-ENG) is designed to
provide students with training for teaching English
for both elementary and high school education,
and prepare them to become qualified English
teachers upon graduation.
Skills
Financial Analysis
Additional Information
Personal Details
Date of birth: January 04,1988
Nationality: Filipino
Marital Status: Married
Certification
TESDA MANAGING YOUR PERSONAL FINANCES
Timeline
Financial Solutions Consultant
FWD Life Insurance Philippines
06.2022 - Current
TESDA STAR ONLINE TRAINING PROGRAM
07-2020
TESDA MANAGING YOUR PERSONAL FINANCES
06-2020
BANCASSURANCE SALES OFFICER
Sun Life Grepa, Financial Inc
02.2019 - 06.2022
REPRESENTATIVE
Inspiro Realia Inc, Mandaluyong City, CALL CENTER CUSTOMER SERVICE
08.2018 - 01.2019
Customer Service Representative
Teletech, Pasay City Metro
07.2017 - 07.2018
PAREB INC REAL ESTATE CONTINUING PROFESSIONAL EDUCATION
06-2017
MARKETING OFFICER
Calamba City
05.2012 - 04.2017
MARKETING ASSISTANT
SM Malls Corp
03.2010 - 05.2012
Laguna state Polytechnic University
BACHELOR from English
01.2016
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