Summary
Overview
Work History
Education
Skills
Certification
Educational Attainment - Tertiary
Trainings And Certificates
Special Skills
Personal Information
Training
Timeline
Generic
JOBELLE VILLARICO BUENVENIDA

JOBELLE VILLARICO BUENVENIDA

TARLAC CITY

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Financial Advisor

Sunlife of Canada (Philippines), Inc.
10.2023 - Current
  • Talking to clients to determine their insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan
  • Answering client questions about financial plans and strategies and giving financial advice
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals
  • Managing and updating client portfolios
  • Contacting clients regularly to discover changes in their financial status

Presales Ambassadors

Sweathouz
08.2024 - 03.2025
  • Promoting a product or service before its official launch.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.

Front Desk Officer / Receptionist

Sun Garden Hotel
08.2017 - 12.2019
  • Smile, greet and welcome guests
  • Ensure the front desk is neat and presentable
  • Answer all incoming calls and direct them or keep messages
  • Manage the reservation
  • Monitor, organize and forward emails
  • Track and order office equipment and supplies
  • Maintain records and files
  • Collect payments

Barista / Service Crew

Emirates Fast food Co LLC (McDonalds)
06.2008 - 12.2010
  • Smile and greet the customers
  • Prepare their order with clean, safety food and quality product
  • Responsible for preparing the monthly, weekly and daily inventory of all stocks in café
  • Point of sale system/ Cash registered to record the order
  • Responsible in Training
  • Maintained a clean and organized workspace for optimal productivity and safety.

Education

B.S. - Entrepreneurship

Tarlac State University
01.2007

Skills

  • Photographer
  • Photoshop editing
  • Computer Literate

Certification

I hereby certify that the above information is true and correct to the best of my knowledge and belief.

Educational Attainment - Tertiary

Tarlac State University, B.S. Entrepreneurship, 2003-2007, Undergraduate

Trainings And Certificates

  • Bread and Pastry Production NCII, 07/14/23
  • Housekeeping NCII, 12/09/23

Special Skills

  • Photographer
  • Photoshop editing
  • Computer Literate
  • Learning Strategies

Personal Information

  • Age: 38
  • Height: 5'2
  • Weight: 49 Kg
  • Place of Birth: Tarlac City
  • Date of Birth: 09/06/86
  • Gender: Female
  • Marital Status: Married

Training

  • Food Safety, 06/23/08, Dubai, U.A.E.
  • Smart Business Link Seminar, 03/24/07, SM Clark, Angeles City, Pampanga
  • Entrepreneurship Development Workshop (Body Spray Making), 09/01/06, Manila
  • Entrepreneurship Development Workshop (Soap Making), 09/27/06, Quezon City
  • Young Entrepreneurship Club Team (Team Building Activity), 08/29/03, Tarlac City

Timeline

Presales Ambassadors

Sweathouz
08.2024 - 03.2025

Financial Advisor

Sunlife of Canada (Philippines), Inc.
10.2023 - Current

Front Desk Officer / Receptionist

Sun Garden Hotel
08.2017 - 12.2019

Barista / Service Crew

Emirates Fast food Co LLC (McDonalds)
06.2008 - 12.2010

B.S. - Entrepreneurship

Tarlac State University

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