Summary
Overview
Work History
Education
Skills
Fitness Enthusiast.
Timeline
Generic
Ferdinand Jr Sanuco

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
2023.09 - Current
  • Advocating people build a strong financial portfolio through life insurance programs and investments.

Financial Advisor (part-time)

Pru Life UK
2021.08 - 2023.07
  • Provided financial solutions to clients through life insurance programs and investment.

Insurance Specialist

Accenture
2020.10 - 2023.02
  • Generation of insurance documents and monthly reports
  • Back office support.

Business Process Specialist

AIG Shared Services
2016.08 - 2020.10
  • 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
2001.04 -

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
2023.09 - Current

Financial Advisor (part-time)

Pru Life UK
2021.08 - 2023.07

Insurance Specialist

Accenture
2020.10 - 2023.02

Business Process Specialist

AIG Shared Services
2016.08 - 2020.10

Bachelor of Science - Business Administration Major in Financial Mngt.

New Era University
2001.04 -
Ferdinand Jr SanucoFinancial Wealth Planner