TRISHA HYACINTH SARIO
CAGAYAN DE ORO CITY ,PHILIPPINES
Summary
Productive employee with proven track record of successful project management and producing quality outcomes through leadership and team motivation. Works with clients to determine requirements and provide excellent service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
PRULIFE UK
03.2022 - Current
- Counselled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability.
Branch Manager
Thera Diagnostic
CAGAYAN DE ORO CITY
09.2024 - 12.2024
- Project Base (3 months).
- Managed daily operations of branch, overseeing staff performance and customer service standards.
Sales Marketing Executive
MCBL(MANULIFE CHINABANK LIFE ASSURANCE CORPORATION
CAGAYAN DE ORO CITY
06.2020 - 02.2021
- Responded to customer queries to provide information regarding product specifications and uses, delivering smooth and positive communication.
- Engaged with customers to better understand needs and deliver excellent service.
- Managed a portfolio of corporate clients, providing bespoke insurance solutions tailored to their unique needs.
Team Leader
CocoLife
Cebu City
04.2016 - 12.2018
Unit Manager
FWD LIFE INSURANCE
01.2014 - 03.2016
- Managing team
ASSISTANT SALES MANAGER
PPLIC
CAGAYAN DE ORO CITY
04.2012 - 05.2013
- Dynamic Assistant Sales Manager with strengths in team leadership and client relationship management. Drives sales performance through strategic planning and execution of tailored marketing initiatives. Delivers exceptional customer experiences while fostering a culture of collaboration and achievement.
Education
Diploma of Higher Education - ECONOMICS
XAVIER UNIVERSITY ATENEO DE CAGAYAN
CAGAYAN DE ORO CITY01-2011
GRADESCHOOL AND HIGHSCHOOL
BUKIDNON STATE COLLEGE
Malaybalay, BUK01-2006
Skills
- Insurance solutions
- Client needs analysis
- Life assurance products
- Sales strategy
Accomplishments
- NATIONAL ACHIEVER 2023 (PRULIFE UK )
- TOP SALES MANAGER 2016( FWD LIFE)
- TOP SALES CONSULTANT CONSOLIDATED 2012 (PPLIC)
- TOP ASSISTANT SALES MANAGER 2013 (PPLIC)
Languages
English
Upper Intermediate
B2
TAGALOG
Upper Intermediate
B2
CEBUANO
Proficient
C2
Certification
- ESTATE PLANNING
- CLOSING SALES SEMINAR
- CAREER PLANNING SEMINAR
Timeline
Branch Manager
Thera Diagnostic
09.2024 - 12.2024
Financial Advisor
PRULIFE UK
03.2022 - Current
Sales Marketing Executive
MCBL(MANULIFE CHINABANK LIFE ASSURANCE CORPORATION
06.2020 - 02.2021
Team Leader
CocoLife
04.2016 - 12.2018
Unit Manager
FWD LIFE INSURANCE
01.2014 - 03.2016
ASSISTANT SALES MANAGER
PPLIC
04.2012 - 05.2013
Diploma of Higher Education - ECONOMICS
XAVIER UNIVERSITY ATENEO DE CAGAYAN
GRADESCHOOL AND HIGHSCHOOL
BUKIDNON STATE COLLEGE