Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Bowling, Playing Guitar, Planting
Languages
Timeline
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Jocelyn Agbon

Jocelyn Agbon

Summary

Dynamic Financial Advisor with a proven track record at Sun Life of Canada Philippines Inc., excelling in relationship building and financial advising. Successfully fostered client loyalty and trust while implementing tailored investment strategies. Recognized for enhancing customer satisfaction and driving sales growth through effective communication and attention to detail.

Overview

29
29
years of professional experience

Work History

Financial Advisor

Sun Life of Canada Philippines Inc.
05.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Sales Manager

Aparece Realty
11.2017 - 03.2025
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Sales Facilitator

Globetelcom
07.2015 - 04.2016
  • Delivered high-quality training sessions, ensuring participants developed a thorough understanding of the subject matter.
  • Increased participant engagement by incorporating interactive activities and group discussions into sessions.
  • Identified areas in need of improvement and implemented solutions.

Sales Supervisor

NCCC Department Store
12.2003 - 07.2010
  • Increased customer satisfaction by addressing and resolving client concerns efficiently.
  • Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
  • Achieved sales targets consistently through regular monitoring of team performance and adjusting strategies accordingly.
  • Handled escalated customer issues promptly, ensuring timely resolution and high levels of client satisfaction.

Head Cashier

NCCC Main Magsaysay
04.1996 - 12.2003
  • Maintained a clean and organized work area, contributing to a pleasant shopping environment for customers.
  • Mentored new cashiers, providing comprehensive training that resulted in increased productivity.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Handled escalated customer concerns with professionalism and empathy, working diligently toward satisfactory resolutions.

Education

Bachelor of Science - ACCOUNTANCY

UNIVERSITY OF MINDANAO
BOLTON DAVAO CITY
05-1998

Skills

  • Relationship building and management
  • Attention to detail
  • Financial advising
  • Sales and marketing

Accomplishments

  • Supervised team of ALMOST 100 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Accredited with Philippine Association of Real Estate Boards Inc
  • Accredited of Philippine Institute of Certified Public Accountant

Bowling, Playing Guitar, Planting

Bowling as part of exercise to maintain healthy and Physically fit

Playing guitar during mass and in the house for relaxing and unwinding

Planting Flowers and Ornamental and sometimes vegetables in the farm

Languages

English
Upper intermediate (B2)

Timeline

Financial Advisor

Sun Life of Canada Philippines Inc.
05.2024 - Current

Sales Manager

Aparece Realty
11.2017 - 03.2025

Sales Facilitator

Globetelcom
07.2015 - 04.2016

Sales Supervisor

NCCC Department Store
12.2003 - 07.2010

Head Cashier

NCCC Main Magsaysay
04.1996 - 12.2003

Bachelor of Science - ACCOUNTANCY

UNIVERSITY OF MINDANAO

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Jocelyn Agbon