Rose Ann Princena
Financial Advisor
San Pablo City, Laguna
Summary
Proven Financial Advisor with a track record of fostering client loyalty at AXA Philippines and enhancing team performance at Sunlife of Canada. Expert in investment advice and customer service, demonstrated through comprehensive financial planning and effective team leadership. Achieved significant client satisfaction and operational efficiency, leveraging both analytical and interpersonal skills.
Overview
21
21
years of professional experience
Work History
Financial Advisor
AXA Philippines
10.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Branch Service Associate
Philippine Bank of Communications
11.2008 - 08.2021
- Maintained accurate documentation of customer transactions, ensuring compliance with regulatory requirements.
- Enhanced customer satisfaction by efficiently addressing and resolving service-related inquiries.
- Assisted in achieving branch sales goals through effective customer relationship management.
- Participated in regular training sessions to stay updated on industry trends, policies, and best practices.
Team Lead
Sunlife of Canada
04.2008 - 10.2008
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
- Coached team members in techniques necessary to complete job tasks.
Secretary
Princena's Machine Shop
04.2004 - 03.2008
- Maintained daily report documents, memos and invoices.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
Education
Bachelor Of Science In Computer Science - Computer Science And Programming
Laguna College
San Pablo City, Laguna04.2008
Skills
Well Rounded Customer Service Representative
Timeline
Financial Advisor
AXA Philippines
10.2023 - Current
Branch Service Associate
Philippine Bank of Communications
11.2008 - 08.2021
Team Lead
Sunlife of Canada
04.2008 - 10.2008
Secretary
Princena's Machine Shop
04.2004 - 03.2008
Bachelor Of Science In Computer Science - Computer Science And Programming
Laguna College
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