Joseph Lagua Jr.

I am a Unit Manager at Sun Life, where I lead a team of talented financial advisors. I'm passionate about helping my advisors grow their careers and achieve success. I provide coaching, mentorship, and training to ensure they can deliver exceptional financial advice to our clients.

I help individuals and families understand their financial needs and goals, and recommend personalized insurance solutions from Sun Life to protect their future.

• Conducted internal audits (Sales) to ensure financial reporting accuracy and compliance of REBISCO Distributors nationwide.
• Evaluated internal controls and recommended improvements for risk mitigation.
• Analyzed financial transactions and identified potential discrepancies.
• One of the pioneers of Financial Audit for Creamline distributors nationwide.
• Co-developed an Excel-based program to streamline Distributor's Business Operations.
• Initiated revision of audit report

• Analyze financial data to optimize profitability & identify cost-saving measures in shipping & logistics.
• Ensure accurate financial reporting & maintain regulatory compliance.
• Prepare financial statements and perform account reconciliations for various SMS accounts.

Intern at Electronic Banking and Support Unit (eBSU)