Cristine Joy De Leon
Balanga,Philippines
Summary
Delivers tailored Financial Advice that aligns client goals with practical, long-term solutions. Builds trusted relationships through clear communication, empathy, and careful needs assessment. Guides clients through informed decisions that strengthen confidence and financial outcomes.
Overview
20
20
years of professional experience
Work History
Financial Advisor
Sun Life of Canada
Makati, Philippines
06.2019 - 01.2025
Officer in Charge
Provincial Mission Center
02.2009 - 08.2020
- Managed complaints with calm, clear communication and problem-solving.
- Collaborated with team members to achieve target results.
- Facilitated structured think tank discussions to enhance planning outcomes.
- Maintained clean, safe working environments to eliminate accident risks.
Sales Agent
Avon
Malolos, Philippines
04.2005 - 02.2010
- Consistently achieved or surpassed sales targets.
- Achieved company targets by implementing successful sales strategies.
- Market products through storytelling and positioning strategies that enhance customer engagement and drive sales support initiatives.
- Built exceptional customer satisfaction by delivering friendly service.
Sales Agent
Philam Life
05.2007 - 01.2008
- Consistently achieved or surpassed sales targets.
- Achieved company targets by implementing successful sales strategies.
- Built exceptional customer satisfaction by delivering friendly service.
- Enhanced insurance awareness through effective educational marketing guidance for customers.
Education
Bachelor of Science - Information Management
La Consolacion University Philippines
Malolos01-2007
Skills
- Financial analysis
- Risk assessment
- Risk evaluation
- Client management
- Sales strategy development
- Financial goal understanding
- Attention to Detail
- Persuasive communication
- Verbal communication
- Trust building
- Empathy skills
- Vision creation
Hobbies and interests
Reading
Running
Working out
Movies
Driving
Cooking
Photography
Music
References
- Maricris Dela Cruz - Sumitomo Mitsui Construction Co., Ltd. - Civil Engineer
- Emjel Sta. Ana - Provincial Mission Center - Bulacan
- Gener Magbojos - Sun Life Unit Manager
Timeline
Financial Advisor
Sun Life of Canada
06.2019 - 01.2025
Officer in Charge
Provincial Mission Center
02.2009 - 08.2020
Sales Agent
Philam Life
05.2007 - 01.2008
Sales Agent
Avon
04.2005 - 02.2010
Bachelor of Science - Information Management
La Consolacion University Philippines