Open To Work
Nancy L. Boaquin
Cavite
Work Preference
Summary
Dynamic professional with a strong background in property sales and client relationship management, dedicated to facilitating seamless transactions from inception to completion. Trained Freight Virtual Assistant, adept at leveraging market analysis and strategic negotiation skills to align with client objectives. Proven ability to achieve exceptional client satisfaction through effective communication and tailored service solutions. Committed to fostering lasting relationships that drive success and enhance the overall client experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Real Estate Agent - Freelance
Torres Panaguiton Realty Inc
03.2021 - Current
- Assisted clients in buying, selling, and renting properties by providing market insights, pricing strategies, and negotiation expertise.
- Prepared and reviewed real estate documents such as contracts, leases, and closing statements to ensure accuracy and compliance with local regulations.
- Developed and maintained a network of clients, prospective buyers, and other real estate professionals to generate leads and referrals.
- Conducted property showings and open houses to potential buyers and renters in Cavite, Philippines, showcasing features and benefits to facilitate sales.
- Negotiated offers between buyers and sellers to achieve favorable terms while maintaining client satisfaction.
- Assisted clients with property valuation and comparative market analysis to support informed buying and selling decisions.
Financial Advisor
Prulife Insurance Corp. UK - Freelance
03.2020 - 12.2023
- Provided personalized financial planning and investment advice to clients in Philippines, ensuring alignment with their financial goals and risk tolerance.
- Managed client portfolios by recommending appropriate asset allocation strategies and regularly monitoring investment performance.
- Conducted comprehensive financial needs analysis and risk assessments to tailor insurance and investment products suitable for individual clients.
- Educated clients on wealth management strategies, retirement planning, tax-efficient investing, and estate planning options.
- Built and maintained strong client relationships through regular communication, financial reviews, and proactive service to increase client retention and referrals.
- Facilitated client onboarding sessions to explain financial products and services clearly and effectively.
Customer Service Representative - Health Care
05.2023 - 10.2023
- Handled a high volume of inbound and outbound customer calls in a timely and efficient manner.
- Followed communication procedures, guidelines, and policies to ensure customer satisfaction.
- Maintained a positive, empathetic, and professional attitude toward customers at all times.
- Resolved customer complaints and inquiries efficiently, enhancing customer loyalty and satisfaction.
- Handled sensitive customer information with confidentiality and adhered to data protection regulations.
- Utilized conflict resolution skills to de-escalate customer concerns and provide effective solutions.
- Documented customer interactions and transactions accurately in company systems to maintain thorough records.
Education
Certificate -
Food and Beverages Preparation Services II
Philippines03-1999
Skills
- Skills: Advisory, Freight Brokerage, Truck Dispatching, TMS Platforms, Load Boards, Freight Class Calculator, Google Workspace, MS Office, Conflict Resolution, Multitasking, Problem-Solving, Food and Beverage Preparation, Quality Assurance, Kitchen Operations, Menu Creation, Data Entry, Client Communication
- Interests: Real Estate, Financial Services, Freight and Logistics, Customer Support, Food and Beverage Industry, Quality Control, Operational Excellence
- Customer relations
- Problem resolution
- Data entry
- Critical thinking
- Active listening
- Customer service
Certification
- Certified , Freight Virtual Assistant Freight Courses 101 - April 2026
Languages
English
Advanced (C1)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Customer Service Representative - Health Care
05.2023 - 10.2023
Real Estate Agent - Freelance
Torres Panaguiton Realty Inc
03.2021 - Current
Financial Advisor
Prulife Insurance Corp. UK - Freelance
03.2020 - 12.2023
Certificate -
Food and Beverages Preparation Services II