Jessica Macasieb
Licensed Financial Advisor
Quezon City
Summary
Seeking a challenge opportunity where I will be able to utilize my strong personality and ability to work with people will allow me to grow personally and professionally. I am self-motivated and able to work both independently.
Professional with strong background in sales within financial services sector. Proven ability to drive growth through strategic client acquisition and relationship management. Skilled in cross-functional collaboration and adapting to changing market needs. Known for effective communication, problem-solving, and commitment to achieving results.
Overview
13
13
years of professional experience
2
2
Certifications
1
1
Language
Work History
Bancassurance Sales Executive
BPI AIA LIFE ASSURANCE CORPORATION
07.2024 - Current
- Organized presentations at bank branches to promote Bancassurance products, educating both bank employees and customers on the benefits of these offerings.
- Collaborated with bank branch staff to identify cross-selling opportunities for insurance products within the existing customer base.
- Maximized revenue generation opportunities by actively promoting multiple insurance products across various lines such as life, health, and property.
- Developed a pipeline of potential customers through networking, prospecting, and cold calling efforts.
Financial Advisor
AXA PHILIPPINES LIFE INSURANCE
10.2022 - 07.2023
- Supported year-end group and statutory audits to help make financial predictions and budgets.
- Analysed financial data to forecast business, industry and economic conditions for informed investment decision-making.
- Assisted in preparing financial models to predict future economic conditions.
- Developed impressive investment portfolio to reflect clients' risk tolerance and financial objectives.
Customs Declarant
NCE CUSTOMS BROKERAGE
02.2022 - 10.2022
- Answered requests from clients and partners clearing and forwarding services via various channels and platforms.
- Classified goods into different fee or tariff groups using set tariff systems for taxation or licensing purposes.
- Reserved space on shipping vessels, accounting for capacity, storage and fragility requirements to guarantee safe transport.
Sales Representatives
Promerch Ltd Corporation
02.2021 - 12.2021
- Boosted client retention, establishing sales goals and securing targeted rates.
- Created sales and revenue-generating opportunities in new markets to improve profit margins.
- Met sales targets through proactive promotion and excellent customer service.
Email Support
Inspiro Relia, Inc.
03.2017 - 11.2017
- Answered and responded to client queries and concerns by telephone and email to support positive communications and increase satisfaction.
- Supported development and delivery of CRM marketing strategy with focus on email marketing calendar and campaign delivery.
- Assisted with answering phone calls and emails and delivering mail to support administrative staff.
Technical Support Representative
Tech Mahindra Ltd. Corp.
03.2015 - 10.2015
- Asked customers targeted questions throughout troubleshooting to determine smart solutions.
- Provided clear and concise step-by-step technical support to guide clients.
- Upgraded hardware promptly to minimise service disruptions.
Sales Associate
Robinsons Place Ermita
06.2013 - 01.2014
- Engaged with customers to better understand needs and deliver excellent service.
- Collaborated with team members to achieve target results.
- Managed complaints with calm, clear communication and problem-solving.
Promo – Cashier
Japan Home Centre
06.2012 - 01.2013
- Helped customers with specific item requests by answering questions and offering knowledgeable product advice.
- Assessed customer needs through clear communication, anticipating and responding appropriately to queries.
- Processed payments by cash, cheque, or card to complete transactions.
Education
Bachelor of Science - Customs Administration
PMI College Inc.
SECONDARY High School - undefined
Dagupan City National High School
PRIMARY Elementary - undefined
San Vicente Elementary School
Skills
Flexible and can-do multi-tasking job
Hardworking, honest and dedicated to work given at hand
Customer service
Time management
Certification
Licensed Financial Advisor
Interests
Band Female Vocalist, Influencer, Playing Badminton
Timeline
Bancassurance Sales Executive
BPI AIA LIFE ASSURANCE CORPORATION
07.2024 - Current
Financial Advisor
AXA PHILIPPINES LIFE INSURANCE
10.2022 - 07.2023
Customs Declarant
NCE CUSTOMS BROKERAGE
02.2022 - 10.2022
Sales Representatives
Promerch Ltd Corporation
02.2021 - 12.2021
Email Support
Inspiro Relia, Inc.
03.2017 - 11.2017
Technical Support Representative
Tech Mahindra Ltd. Corp.
03.2015 - 10.2015
Sales Associate
Robinsons Place Ermita
06.2013 - 01.2014
Promo – Cashier
Japan Home Centre
06.2012 - 01.2013
SECONDARY High School - undefined
Dagupan City National High School
PRIMARY Elementary - undefined
San Vicente Elementary School
Bachelor of Science - Customs Administration
PMI College Inc.
Similar Profiles
Michael HiraiMichael Hirai
Customer Care Officer at BPI-AIA Life Assurance CorporationCustomer Care Officer at BPI-AIA Life Assurance Corporation
ERON CARLO A. CAINAERON CARLO A. CAINA
Senior Bancassurance Sales Executive at BPI AIA Life Assurance CorporationSenior Bancassurance Sales Executive at BPI AIA Life Assurance Corporation
Victoriano Jr IgnacioVictoriano Jr Ignacio
Financial Advisor at BPI AIA LIFE ASSURANCE CORPORATIONFinancial Advisor at BPI AIA LIFE ASSURANCE CORPORATION
ENRIQUE LUCIO BOQUIRONENRIQUE LUCIO BOQUIRON
HVAC Technician at Arabian Fal CompanyHVAC Technician at Arabian Fal Company
Ann Michelle KuAnn Michelle Ku
ACCOUNT DIRECTOR at GEISERMACLANG MARKETING COMMUNICATIONS INCACCOUNT DIRECTOR at GEISERMACLANG MARKETING COMMUNICATIONS INC