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Sirgea Villamayor
Registered Nurse
BLK 4 LOT 13 Marble Villas Executive Town Homes, Brgy. Ugong Valenzuela City
Summary
Compassionate Registered Nurse with experience offering comprehensive patient care in outpatient environments. Works well with diverse patient populations and fosters trusting relationships to improve outcomes. Efficiently coordinate with healthcare professionals to advance patient care.
Overview
14
14
years of professional experience
2
2
Certifications
1
1
Language
Work History
Bancassurance Sales Executive
BPI AIA Life Assurance Corporation
6811 BPI Philam Life Makati, Ayala Avenue, Salcedo Village Bel-Air Makati City
10.2021 - 07.2023
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Organized presentations at bank branches to promote Bancassurance products, educating both bank employees and customers on the benefits of these offerings.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Streamlined the application process for clients by simplifying paperwork requirements while still adhering to compliance guidelines.
- Analyzed risk factors to recommend appropriate coverage levels.
- Researched and identified potential new markets.
- Built strong relationships with clients, resulting in repeat business and client referrals for new opportunities.
- Conducted regular policy reviews with existing clients to identify gaps in coverage or opportunities for upselling additional products.
- Met with customers to provide information about available products and policies.
- Participated in local community events to raise brand awareness for the bank''s Bancassurance offerings while also generating leads from prospective customers.
- Developed and implemented promotional strategies to increase customer base.
- Designed presentations and marketing materials to promote insurance products.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Increased Bancassurance product sales by effectively identifying customer needs and presenting appropriate solutions.
Nursing Assistant
Fastmeds Drugs Store And Clinic
Lot 2 Blk 15 Wiltor Heights Bonigacio Drive, Barangay Pasong Tamo, Quezon City
10.2016 - 01.2018
- Enhanced continuity of care by thoroughly documenting shift reports and maintaining clear communication with incoming staff members.
- Collaborated with interdisciplinary healthcare teams to develop individualized care plans for optimal patient outcomes.
- Responded to patient requests for supplies and personal comfort items such as extra blankets.
- Assisted nursing staff with completing daily rounds, documenting vital signs and answering calls.
- Upheld infection control and prevention policies across different patient-facing areas.
- Contributed to effective communication between patients and healthcare providers by translating medical jargon into easily understandable language.
- Skillfully operated medical equipment, such as glucose monitors and blood pressure cuffs, ensuring accurate data collection for informed decision-making by healthcare providers.
- Reduced risks of patient infection and cross-contamination by cleaning and sterilizing equipment.
- Completed activities of daily living for patients unable to self-care, and assisted those with limited mobility in completing tasks.
- Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
- Observed patients under care conditions to help identify symptoms, responses to treatments and progress with goals.
- Identified and reported unsafe situations to maintain adherence to safety protocols.
- Facilitated efficient patient transfers, reducing risk of injury through proper body mechanics and use of assistive devices.
- Provided care to patients throughout lifespan with consideration of aging processes, human development stages and culture.
- Maximized patient satisfaction by helping individuals carry out personal tasks such as dressing and walking.
- Enhanced patient care by effectively monitoring vital signs and accurately documenting medical information.
- Engaged in housekeeping tasks by replacing linens and cleaning and sanitizing patient rooms.
- Helped patients with self-feeding and assisted feeding, based on individual needs.
- Followed directions of licensed nurses to administer medications and treatments.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
Senior Financial Advisor
SunLife Of Canada (Philippines) Inc.
Molave Branch New Business Office , 2nd Floor ACE Building Rada St. Corner Dela Rosa St.Makati City
01.2018 - 02.2021
- Developed custom presentations to educate clients on various investment options aligned with their objectives and risk tolerance levels.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Optimized client experience by streamlining the financial planning process, making it more user-friendly and efficient for both advisors and clients.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Informed clients of strategies for reducing debt and maximizing savings.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Recommended specific investments to help clients meet financial goals.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on financial topics and best practices.
- Facilitated new client onboarding process and investment account setup.
- Studied financial documents to identify potential areas needing improvement.
- Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Implemented exit strategies for clients to transition out of investments.
- Created financial models to analyze and evaluate investment strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
- Collaborated with clients to develop customized investment portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Advised clients on investments, retirement and estate planning.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Delivered strategic investment advice for individual and corporate clients.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Presented financial plans and investment recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Increased overall clientele satisfaction rates by resolving issues promptly and ensuring transparent communication throughout transactions.
- Streamlined internal processes by implementing innovative technology solutions for better efficiency in client management.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Cultivated an environment of continuous learning within the team through professional development opportunities and knowledge sharing sessions.
- Enhanced collaboration among team members by employing project management tools and facilitating regular team meetings.
- Assisted clients with budgeting and cash flow management.
- Diversified investment portfolios for enhanced return potential while mitigating risk exposure.
- Helped clients make informed decisions about financial future.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Organized and detail-oriented with a strong work ethic.
- Proven ability to learn quickly and adapt to new situations.
- Passionate about learning and committed to continual improvement.
- Excellent communication skills, both verbal and written.
- Identified issues, analyzed information and provided solutions to problems.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Strengthened communication skills through regular interactions with others.
- Resolved problems, improved operations and provided exceptional service.
- Skilled at working independently and collaboratively in a team environment.
- Gained extensive knowledge in data entry, analysis and reporting.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Worked well in a team setting, providing support and guidance.
- Proved successful working within tight deadlines and a fast-paced environment.
Sales Executive
Mitsubishi Peak Motors Inc.
2941- 43 Abad Santos Ave. Tondo Manila
08.2013 - 02.2016
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Managed pipeline efficiently, prioritizing tasks according to urgency/importance while maintaining focus on long-term objectives.
- Conducted comprehensive market research to identify emerging trends and adjust sales approach accordingly.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Exceeded quarterly targets consistently through diligent prospecting and tailored product presentations.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
- Reviewed competitors'' offerings periodically to stay informed about industry trends and maintain a competitive edge.
Office Assistant
Liga Ng Mga Barangay Sa Pilipinas National
2nd Floor Old Sanguniang Bldg. Caloocan City Hall, Caloocan City
11.2009 - 06.2013
- Processed incoming and outgoing mail and packages according to established procedures.
- Boosted employee morale with thoughtful event planning and team-building activities.
- Monitored security to help maintain equipment, data and information safety.
- Edited documents to keep company materials free of grammar errors.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Coordinated and scheduled meetings and appointments.
- Compiled and analyzed data to produce reports.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
- Interacted with customers by phone, email, or in-person to provide information.
- Strengthened office organization by implementing new filing systems and digital record-keeping practices.
- Created purchase orders and tracked invoices to avoid missed or delayed shipments.
- Supported executive staff with well-prepared reports, presentations, and meeting materials.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Delivered clerical support by handling range of routine and special requirements.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Organized events and meetings to maximize capacity and keep event venues running smoothly.
- Optimized workflow processes through regular evaluation of office procedures for potential improvements.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Acted as a liaison between departments to facilitate the flow of information leading to improved interdepartmental collaboration.
- Utilized office management software to record and track customer information.
- Coordinated office events that promoted team cohesion and boosted overall morale among employees.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
Education
Bachelor Of Science In Nursing - Nursing
Dr. Carlos S. Lanting College
Tandang Sora , Sangandaan Quezon City10.2016
Skills
Interpersonal Communication
Certification
Peri- Operative Nursing Care
Character References
Dr. Nora Velma Matias - Gayod, RN, MAN, PhD
Dean College of Nursing
Dr. Carlos S. Lanting College
(02)88930 5299
Email:lantingcollege.edu.ph
Mr. Roel San Gabriel
Sales Manager
Mitsubishi Peak Motors Phils. Inc.
0922-5342302
Email:ichi_boy@yahoo.com
Solomon Aplasca
Bancassurance Area Manager
BPI AIA Life Assurance Corporation
09178072285 / 09055162813
Michelle Oracion - Roman
Staff Nurse
Philippine Heart Certer
0917-7748464
Dr. Marleen Joann Aquino - Mallanao
CEO / Proprietor
Fastmeds drug store and Clinic
0977- 2349806
Software
Personal Information
Birth Date: September 13, 1984
Birth Place: Quezon City
Age: 39 years old
Gender: Female
Civil Status: Married
Nationality: Filipino
Additional Information
Provincial Address : # 30 San Pedro 1 Brgy. 6 Bacarra, Ilocos Norte
Timeline
Bancassurance Sales Executive
BPI AIA Life Assurance Corporation
10.2021 - 07.2023
Senior Financial Advisor
SunLife Of Canada (Philippines) Inc.
01.2018 - 02.2021
Nursing Assistant
Fastmeds Drugs Store And Clinic
10.2016 - 01.2018
Sales Executive
Mitsubishi Peak Motors Inc.
08.2013 - 02.2016
Office Assistant
Liga Ng Mga Barangay Sa Pilipinas National
11.2009 - 06.2013
Peri- Operative Nursing Care
06-2007
Bachelor Of Science In Nursing - Nursing
Dr. Carlos S. Lanting College
Ethics in Nursing Service a World Map in. becoming a true profession health care
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