MS Office
Genevieve Angeli Raquitico
Agency Sales Staff
Naga City, Camarines Sur
Summary
I've been working in the life insurance industry for the last 32 years here in Naga City, Camarines Sur. Although my previous job involved a lot of traveling within Laguna, Quezon and the Bicol Provinces.
I am very proficient in English, good at problem-solving, at assisting sales managers and agents to succeed, good with interacting with various types of people - all while being an introvert! I am detail-oriented and very particular in grammar, spelling and syntax both in speech and in written form so much so that I get distracted by incorrect ones.
However, in 2017 I was diagnosed with general anxiety disorder/ depression. So I am looking for an additional part-time job that is more task-oriented, that would give me concrete accomplishments and feeling of satisfaction thru my own hard work.
Overview
37
37
years of professional experience
9
9
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Agency Sales Staff
Agency Manager Estrella P. Altarejos
Naga City, Camarines Sur
2019.11 - Current
- Worked well in a team setting, providing support and guidance.
- Identified issues, analyzed information and provided solutions to problems.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Cultivated interpersonal skills by building positive relationships with others.
- Conducts basic training for new recruits.
- Conducts financial literacy modules to various groups
Financial Advisor
Philamlife
Naga City, Camarines Sur
2014.01 - 2019.03
- Met with clients to discuss assets, liabilities, income and expenses, and long-term and short-term investment goals to assess their current financial security status.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
- Conducted financial literacy modules to groups of teachers, students
Associate Agency Superintendent
Philamlife
Naga City, Camarines Sur
1989.07 - 2013.12
- Responsible for sales results of Laguna/Quezon/Bicol
- Proved successful working within tight deadlines and a fast-paced environment.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Organized and detail-oriented with a strong work ethic.
- Worked flexible hours across night, weekend and holiday shifts.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Strengthened communication skills through regular interactions with others.
- Gained extensive knowledge in data entry, analysis and reporting.
- Conducted financial literacy modules to teachers, students, employees
Statistician
Bicol River Basin Development Program
Pili, Camarines Sur
1986.06 - 1989.06
- Gathered/Obtained data to be used for project monitoring and evaluation thru subject respondents, mainly rice farmers
- Organized, transformed and analyzed data to come out with required reports for project stakeholdersby
- Gained extensive knowledge in data entry, analysis and reporting.
- Cultivated interpersonal skills by building positive relationships with others, especially as our activities involved overnight stays, traveling to remote areas
Education
Bachelor of Science - Mathematics
Ateneo De Naga University
Naga City, Camarines Sur 1982.06 - 1986.03
Fellow, Life Office Management Institute - Life Insurance And Financial ServIces Courses
Life Office Management Association
Atlanta, Georgia 1990.05 - 1995.05
Certified Financial Solicitor - Investments And Securities
Securities And Exchange Commission
Metro Manila, Philippines 2014.12 - 2014.12
Fellow, Chartered Financial Practitioners - Practical Personal Financial Planning Skills
Asia-Pacific Financial Services Association
Singapore 2015.05 - 2015.05
Skills
Sales management, data handling and analysis; sales agency motivations; handling meetings, planning sessions, and advisor trainings; communication skills both verbal and written
undefinedSoftware
Certification
Licensed life insurance agent (AIA Ph, formerly Philamlife)
Interests
Choir singing, reading fiction and financial literacy books, solving crossword puzzles, jigsaw puzzles, traveling, seaside vacationing and eating out with family
Timeline
Agency Sales Staff
Agency Manager Estrella P. Altarejos
2019.11 - Current
Fellow, Chartered Financial Practitioners - Practical Personal Financial Planning Skills
Asia-Pacific Financial Services Association
2015.05 - 2015.05
Certified Financial Solicitor - Investments And Securities
Securities And Exchange Commission
2014.12 - 2014.12
Financial Advisor
Philamlife
2014.01 - 2019.03
Licensed life insurance agent (AIA Ph, formerly Philamlife)
2014-01
Fellow, Life Office Management Institute - Life Insurance And Financial ServIces Courses
Life Office Management Association
1990.05 - 1995.05
Associate Agency Superintendent
Philamlife
1989.07 - 2013.12
Statistician
Bicol River Basin Development Program
1986.06 - 1989.06
Bachelor of Science - Mathematics
Ateneo De Naga University
1982.06 - 1986.03
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