Professional Summary
Overview
Work History
Education
Skills
Timeline

Diana Joy Aguilar

Insular Life
Lipa City, Province Of Batangas,BTG
Diana Joy Aguilar
19
years of professional experience

Adaptable professional with experience in financial services, sales, and customer relationship management. Recognized for critical thinking, attention to detail, and a client-first approach. Adept at recommending suitable solutions, resolving concerns, and supporting smooth policy and investment processes.

Work History

Financial Advisor

1 Year 11 Months
Insular Life | 2024.11 - Current
  • Assessed client needs to recommend suitable insurance and financial solutions.
  • Presented policy options clearly to support informed customer decisions.
  • Built client relationships through consistent follow-up and service.
  • Prepared accurate application documents and ensured complete submission requirements.
  • Explained product features, benefits, and coverage details to prospects.
  • Coordinated policy servicing requests and resolved client concerns promptly.
  • Maintained compliance with regulatory standards and internal sales procedures.
  • Prospected new leads through referrals, networking, and client outreach.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Facilitated new client onboarding process and investment account setup.

Sales Manager

1 Year 1 Month
Amiya Rosa Subdivision | 2016.11 - 2017.12
  • Negotiated payment terms and addressed buyer concerns to support successful closings.
  • Coordinated client follow-ups, site visits, and purchase documentation with consistent accuracy.
  • Managed property sales inquiries and guided prospective buyers through subdivision offerings.
  • Prepared sales presentations highlighting lot availability, pricing, and community features.

Assistant Restaurant Manager

7 Years 4 Months
Applied Teamwork Pte Ltd | 2008.04 - 2015.08
  • Supervised daily restaurant operations, ensuring smooth service flow and consistent guest experience.
  • Coordinated staff schedules, task assignments, and shift coverage to maintain operational efficiency.
  • Trained team members on service standards, food safety, and point-of-sale procedures.
  • Monitored inventory levels, reordered supplies, and reduced stock shortages during peak periods.
  • Resolved customer complaints promptly, restoring service quality and guest satisfaction.
  • Enforced hygiene, safety, and sanitation standards in line with operational requirements.
  • Reviewed cash handling, sales records, and closing procedures for accuracy and accountability.
  • Supervised all areas of restaurant to keep it clean and well-maintained.
  • Monitored daily cash transactions, ensuring accuracy in all financial reporting processes.
  • Enhanced customer satisfaction by addressing and resolving complaints promptly and professionally.
  • Kept restaurant compliant with all federal, state, and local hygiene and food safety regulations.
  • Performed daily administrative tasks, such as ordering supplies, processing invoices and reconciling accounts.
  • Monitored restaurant operations and adjusted schedules to meet peak customer demand.
  • Immediately resolved issues with patrons by employing careful listening and communication skills.
  • Pitched in to help host, waitstaff, and bussers during exceptionally busy times such as dinner hour.
  • Improved staff morale through effective communication skills and motivational techniques, resulting in enhanced teamwork and productivity.

Education

Bookkeeping NC III - Bookkeeping NC III

TESDA | Lipa City, Province Of Batangas, Philippines | 2026-10
  • Completed Coursework: [Course Title], [Year]

Bachelor of Science - Hotel And Restaurant Management

Asia Pacific College of Advanced Studies | Balanga, Province Of Bataan, Philippines
  • Overseas Internship

,The Tanglin Club Singapore , Completed 6 Months

Skills

Financial advising
Client relationship management
Retirement planning
Financial sales
Attention to detail
Analytical thinking
Critical thinking
Investment consulting
Financial analysis

Timeline

Financial Advisor

Insular Life
2024.11 - CurrentRead More

Sales Manager

Amiya Rosa Subdivision
2016.11 - 2017.12Read More

Assistant Restaurant Manager

Applied Teamwork Pte Ltd
2008.04 - 2015.08Read More

Asia Pacific College of Advanced Studies

Bachelor of Science from Hotel And Restaurant Management
Read More

TESDA

Bookkeeping NC III from Bookkeeping NC III
Read More
Diana Joy Aguilar