Shara Lou America
Paraplanner
HIndang,LEY
Summary
Accomplished Paraplanner specializing in working with Financial Advisers to prepare plan documents and implement recommendations. Prepared to bring abilities and experience to make immediate positive contributions to business success.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work History
Paraplanner
Freelance
Queensland
04.2020 - 09.2022
- Setup client files and adding client data to the financial planning software
- Prepare forms, documents and templates
- Type up client questionnaires & portfolio reports
- Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information.
- Prepare insurance premium estimates and quotes using specific software.
- Prepare application forms and reports
- Submit application forms and follow up applications, insurance underwriting, medicals.
- Download and collate documents and other research
- Update and maintain client data base
- Basic Marketing activities (i.e., sending email newsletters, arranging client events)
Paraplanner
VA Platinum
Cebu City
08.2018 - 03.2020
- Networked with local community and businesses to promote financial services.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Put together detailed financial and investment plans for customers.
- Prepared for meetings by gathering materials, reports and presentations.
- Completed research into complex financial topics.
- Modeled financial data for staff and customer use.
- Examined financial statements and records to collect important details and verify calculations.
- Complete Insurance Needs Analysis and prepare Insurance Quotes
- Maintenance of member files, data collection and implementation
- Conduct Risk and Super Research
- Produce SoA's and RoA's.
Sales Representative
Channel Information and Technology Phils.
Mandaue City
10.2016 - 08.2018
- Developed and delivered engaging sales presentations to convey product benefits.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Executed direct sales from manufacturers to customers to improve profitability within retail environment.
- Organized sales paperwork, presented proposals and finalized contracts.
- Implemented brand marketing and sales campaigns.
- Served as liaison for company, clients and referred prospects regarding inquiries, issues, order management, post-sales follow-up and customer relations.
- Assisted in product placement and visual merchandising, maintaining attractive and inviting appearance.
- Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
- Minimized process lags through strategic sourcing and customer expectation management.
Business Development Specialist
Dreamscape Networks
Cebu City
04.2016 - 08.2016
- Came up with detailed plans to enhance sales management and prioritize long-term business goals.
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Used SalesForce to handle current portfolio and prospective leads.
- Expanded customer base by identifying needs, developing solutions and delivering client-centered products.
- Communicated with local organizations to build networks and develop leads.
- Increased brand awareness, website traffic and sales by implementing effective marketing campaigns and strategies.
- Developed and implemented favorable pricing structures balancing firm objectives against customer targets.
Customer Care Representative
Telstra by Teletech
Cebu City
10.2015 - 03.2016
- Leveraged sales expertise to promote products and capitalize on upsell opportunities.
- Resolved concerns with products or services to help with retention and drive sales.
- Analyzed customer feedback for process improvements to achieve long-term business objectives.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Trained new employees on best practices and customer care procedures to eliminate inefficiencies.
- Navigated multiple computer systems and applications to find information.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
Customer Service Representative
Accenture Philippines
Cebu City
10.2014 - 08.2015
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Recommended products to customers, thoroughly explaining details.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Processed customer adjustments to maintain financial accounts.
- Responded to customer requests for products, services and company information.
Customer Service Account Executive
Convergys Philippines
IT Park Lahug, Cebu
12.2012 - 08.2014
- Utilized proper telephone etiquette and asked in-depth questions to immediately find solutions to issues for customers.
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Responded to customer requests for products, services and company information.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Recommended products to customers, thoroughly explaining details.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Processed customer adjustments to maintain financial accounts.
Market Research Analyst
Survey Sampling International
Lapu-Lapu
11.2011 - 11.2012
- Collected and analyzed data on customer demographics, preferences, needs and buying habits to identify potential markets and factors affecting product demand.
- Created and presented real-time reports on current market conditions to upper management.
- Analyzed survey data and generated insights by importing data sheets from survey projects into survey analysis software.
- Gathered data on competitors to analyze prices, sales and methods of marketing and distribution.
- Prepared reports of findings by illustrating data graphically and translating complex findings into written text.
- Created and managed database of information gathered from research.
Education
Bachelor of Science - Business Administration And Management
Cebu Institute of Technology - University
N. Bacalso Avenue, Cebu City 06.2016 - 03.2019
Bachelor of Science - Development Communication
Cebu Technological University
M.J. Cuenco Avenue, Mabolo Cebu City. 06.2010 - 03.2012
Timeline
Paraplanner
Freelance
04.2020 - 09.2022
Paraplanner
VA Platinum
08.2018 - 03.2020
Sales Representative
Channel Information and Technology Phils.
10.2016 - 08.2018
Bachelor of Science - Business Administration And Management
Cebu Institute of Technology - University
06.2016 - 03.2019
Business Development Specialist
Dreamscape Networks
04.2016 - 08.2016
Customer Care Representative
Telstra by Teletech
10.2015 - 03.2016
Customer Service Representative
Accenture Philippines
10.2014 - 08.2015
Customer Service Account Executive
Convergys Philippines
12.2012 - 08.2014
Market Research Analyst
Survey Sampling International
11.2011 - 11.2012
Bachelor of Science - Development Communication
Cebu Technological University
06.2010 - 03.2012
Skills
Customer Relations
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