Summary
Overview
Work History
Education
Skills
Websites
References
Accomplishments
Timeline
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Roxann Dorothy Faith Perez-Panagsagan

Roxann Dorothy Faith Perez-Panagsagan

Waitress, Receptionist, Financial Advisor

Summary

Dynamic professional with a proven track record of success in both the hospitality and finance sectors. Started as a waitress and progressed to become a receptionist at a bustling buffet restaurant, where I excelled in servicing customers, managing reservations, and addressing their needs with precision and care. Elevated to a front-line role, adept at greeting guests, handling inquiries, and customizing event requests to ensure exceptional guest experiences. Motivated by a desire to advance my career, I transitioned into the financial industry and became a Financial Advisor at one of the top banks in the Philippines. Over nearly five years, I have achieved notable milestones, including membership in the prestigious Million Dollar Round Table for three consecutive years, earning recognition as both a Million Dollar Round Table and Court of the Table member. My expertise lies in providing personalized financial solutions and comprehensive advice to clients, leveraging over four years of experience in the insurance industry. Now, eager to broaden my horizons and pursue new challenges, I am seeking opportunities to leverage my diverse background and skill set in a new field. Committed to ongoing growth and excellence, I am confident in my ability to acquire new skills and contribute effectively to my future team's success while upholding the highest standards of professionalism and ethics.

Overview

8
8
years of professional experience
1
1
year of post-secondary education
2
2
Languages

Work History

Executive Financial Advisor

Allianz PNB Life Insurance Inc.
01.2019 - 01.2024
  • Assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans
  • Guiding clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends.

Receptionist

Tramway Garden Buffet
1 2017 - 1 2019
  • Delivering excellent customer service skills and handling all guests complaints, requests and enquiries on food, beverage and service

On the Job Training for FBS and Bartending

Casa Del Camba
11.2016 - 12.2016
  • Developed effective improvement plans in alignment with goals and specifications.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Enhanced intern productivity by assisting with project coordination and providing ongoing support.
  • Evaluated customer needs and feedback to drive product and service improvements.

COMMI 2 COOK

Morong Star Beach Resort And Hotel
03.2016 - 05.2016
  • Coordinated checklists to keep kitchen clean, stocked and sanitary.
  • Oversaw scheduling, inventory management, and supply ordering to maintain fully stocked kitchen.
  • Measured and mixed ingredients according to precise recipes for best results.
  • Took food orders from cashiers and cooked items quickly to complete order items together and serve hot.

On The Job Training

Victoria Court
01.2016 - 03.2016
  • Completed my On The Job Training in Food and Beverage Department
  • Accomplishing made orders from our valued customers
  • Serving orders on time

Education

GED -

OBC Learning And Assessment Center
Alaminos, Province Of Pangasinan, Philippines
04.2015 - 05.2016

Skills

Scheduling appointments

References

  • 0927-618-1198, rochel.estrada@allianzsales.ph, Rochel G. Estrada, Executive Financial Advisor
  • 0920-928-0921, reginajudith.barrenechea@allianzsales.ph, Regina C. Barrenechea, Sales Manager

Accomplishments

Has been a member of Million Dollar Round table since 2020-2023

Timeline

Executive Financial Advisor

Allianz PNB Life Insurance Inc.
01.2019 - 01.2024

On the Job Training for FBS and Bartending

Casa Del Camba
11.2016 - 12.2016

COMMI 2 COOK

Morong Star Beach Resort And Hotel
03.2016 - 05.2016

On The Job Training

Victoria Court
01.2016 - 03.2016

GED -

OBC Learning And Assessment Center
04.2015 - 05.2016

Receptionist

Tramway Garden Buffet
1 2017 - 1 2019
Roxann Dorothy Faith Perez-PanagsaganWaitress, Receptionist, Financial Advisor