RONALYN CORTEZ
Financial Advisor
City Of Binan
Summary
Conscientious Financial Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Prulife Uk
05.2018 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Educated clients on financial topics and best practices.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
Associate of Science - Education
CVSU
Indang, Province Of Cavite, Philippines 04.2001 -
High School Diploma -
GFMNHS
General Trias, Province Of Cavite, Philippines 04.2001 -
Skills
Microsoft Excel
Professionalism
Adaptability
Time Management
Insurance Planning
Certified Financial Consultant
Adaptability and Flexibility
Technical Analysis
Multitasking Abilities
Microsoft Office
Timeline
Financial Advisor
Prulife Uk
05.2018 - Current
Associate of Science - Education
CVSU
04.2001 -
High School Diploma -
GFMNHS
04.2001 -