Jilgo Menguez
Poblacion, Quezon,Bukidnon
Summary
A seasoned Licensed Premier Financial Advisor and Assistant Unit Manager with extensive experience in financial planning, sales, and leadership. Demonstrates a proven track record in delivering exceptional customer service and managing business operations effectively. Skilled in digital media, content creation, and social media marketing, enhancing client engagement and brand presence. Previous maritime experience as a Global Maritime Professional (Ratings) honed discipline and situational awareness in high-pressure environments. Career goals include leveraging financial expertise to drive strategic growth and innovation within the industry.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Premier Financial Advisor and Asst. UM
Prulife UK
Cagayan De Oro City, Philippines
06.2020 - Current
A dedicated and results-driven Licensed Premier Financial Advisor and Assistant Unit Manager with strong experience in financial planning, sales, leadership, and client relationship management. Proven ability to deliver excellent customer service, lead teams effectively, and manage business operations. Also equipped with creative and technical skills in digital media and content creation.
Global Maritime Professional (Ratings)
Grindrod Shipping
Durban, South Africa
12.2017 - 03.2022
Established a strong foundation in the maritime industry as part of the fleet of Grindrod Shipping, deployed through Philippine Transmarine Carriers, one of the country’s leading manning agencies. I served as a Rating Forming Part of a Navigational Watch (RFPNW) aboard bulk carrier vessels, contributing to the safe and efficient operation of the ship. This role enhanced my discipline, situational awareness, and ability to perform effectively under pressure in high-risk maritime environments.
Education
Post Secondary K-12 Maritime Senior High School (Project Balanghay)
Capitol University
Cagayan De Oro City01-2016
Secondary (Science Class)
Quezon National High School
Quezon, Bukidnon01-2014
Primary
Quezon Central Elementary School
Quezon, Bukidnon01-2010
Skills
- Seamanship Skills (Ratings)
- Financial Planning and Wealth Management
- Sales and Negotiation Skills
- Leadership and Team Management
- Customer Service and Client Relations
- Computer Literacy (Microsoft Office, digital tools)
- Social Media Marketing and Online Booking Management
- Graphic Designing and Digital Content Creation
- Video Editing
- Underwater Photography and Videography
- Time Management and Organizational Skills
- Communication and Interpersonal Skills
Languages
English
Advanced
C1
Filipino
Proficient
C2
Visayan
Proficient
C2
Certification
PCA MDRT (Prudential Corporation Asia Million Dollar Round Table)
Macau
- Participated in advanced sales and leadership training
- Gained valuable insights from industry-leading speakers
- Enhanced skills in financial advising, sales strategies, and leadership development
Interests
- Financial literacy and personal development
- Graphic design and video editing
- Underwater photography and videography
- Social media content creation
- Networking and community engagement
- Sports Enthusiast
Timeline
Licensed Premier Financial Advisor and Asst. UM
Prulife UK
06.2020 - Current
Global Maritime Professional (Ratings)
Grindrod Shipping
12.2017 - 03.2022
Post Secondary K-12 Maritime Senior High School (Project Balanghay)
Capitol University
Secondary (Science Class)
Quezon National High School
Primary
Quezon Central Elementary School