MANUEL JR ONTOLAN TAN
Davao City, Province Of Davao Del Sur
Summary
Proven Financial Advisor with a track record of fostering client loyalty and building strong relationships at Insular Life. Specializes in investment advice and retirement planning, leveraging sales expertise to exceed financial goals. Demonstrates exceptional relationship management and confidentiality handling, ensuring client trust and satisfaction. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Insular Life
Davao City, Province Of Davao Del Sur (Remote)
08.2020 - 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.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Clerical Assistant
Ombudsman Mindanao
Davao City, Province Of Davao Del Sur (Remote)
04.2018 - Current
- Maintained confidentiality of sensitive company information while handling sensitive documents and communications.
- Ensured accuracy in data entry tasks, resulting in improved record-keeping and reduced errors.
- Responded to inquiries from callers seeking information.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Education
Bachelor of Science - FINANCIAL MANAGEMENT
AMA COMPUTER COLLEGE
MALVAR STREET DAVAO CITY06.2024
Bachelor of Science - Information Technology
UNIVERSITY OF MINDANAO
Davao City, Province Of Davao Del Sur, Philippines03.2014
Skills
Investment advice
Relationship building and management
Sales expertise
Retirement planning
Retirement needs
Insurance Planning
Accomplishments
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- ChFC - Chartered Financial Consultant
Timeline
Financial Advisor
Insular Life
08.2020 - Current
Clerical Assistant
Ombudsman Mindanao
04.2018 - Current
Bachelor of Science - FINANCIAL MANAGEMENT
AMA COMPUTER COLLEGE
Bachelor of Science - Information Technology
UNIVERSITY OF MINDANAO