Ferdinand Jr Sanuco
Financial Wealth Planner
San Mateo, Rizal
Summary
Dynamic financial professional with a proven track record at FWD Life Insurance, adept in financial planning and client relationship management. Excelled in enhancing financial portfolios through strategic insurance and investment solutions. Renowned for problem-solving abilities and effective public speaking, significantly improving client engagement and satisfaction.
With premium subscriptions to different social media tools and platforms such as zoom, canva, capcut, microsoft office, etc.
Overview
8
8
years of professional experience
Work History
Financial Wealth Planner
FWD Life Insurance
09.2023 - Current
- Advocating people build a strong financial portfolio through life insurance programs and investments.
Financial Advisor (part-time)
Pru Life UK
08.2021 - 07.2023
- Provided financial solutions to clients through life insurance programs and investment.
Insurance Specialist
Accenture
10.2020 - 02.2023
- Generation of insurance documents and monthly reports
- Back office support.
Business Process Specialist
AIG Shared Services
08.2016 - 10.2020
- Optimized resource allocation by accurately tracking workload distribution across teams, enabling better decision-making.
- Championed the adoption of new methodologies and process improvements.
Education
Bachelor of Science - Business Administration Major in Financial Mngt.
New Era University
Quezon City, Metro Manila, Philippines 04.2001 -
Skills
Financial Planning
Problem-solving abilities
Presentation Skills
Meeting planning
Client Relationship Management
Public Speaking
Social media branding
Multitasking
Fitness Enthusiast.
I am a crossfit athlete and a spartan race runner.
Timeline
Financial Wealth Planner
FWD Life Insurance
09.2023 - Current
Financial Advisor (part-time)
Pru Life UK
08.2021 - 07.2023
Insurance Specialist
Accenture
10.2020 - 02.2023
Business Process Specialist
AIG Shared Services
08.2016 - 10.2020
Bachelor of Science - Business Administration Major in Financial Mngt.
New Era University
04.2001 -
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