Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Im currently starting as a FA for Manulife Philippines and is undergoing training and mentorship. This endeavor can help in what I currently do in St. Peter Life Plans as a Sales Agent.
As a Sales Agent 1 of St. Peter Life Plans, I was able to offer an affordable and guaranteed memorial service to a lot of clients whom in return has also become my co agents.
I use to handle the Direct Selling Division of Proest Philippines, A manufacturing and Direct Selling company located in Meycauyan Bulacan. We market and sell leather products and accessories and the company was also engaged in Networking.
As a marketing head, We always ome up with different strategies in promoting our company and our products to different segments. We also assist the Sales Department in generating sales Revenue for the company through various incentive program aimed at increasing sales output.
I was part of the Marketing Department during those times whose responsibility was aimed at awareness, product promotion, segment promotion, Digital and Print Ads campaign, and other marketing related works. Boardwalk deals with Fashion and Accessories Products that caters to all sectors of the market.
As a Research Officer, My job entails doing market analysis, rising Market research, espionage, Data gathering and processing, Marketing Materials production, and many more as deemed needed by our VP for Marketing Support Dept. Our team is a support team for all the Sales Department of Fil Estate Group of Companies whose main service focuses on Real Estate Development.
Investment planning
Client Relations
Financial Advising
Relationship building and management
Insurance sales