Real Estate Agent
Vincent Ruel Luchana
Marketing And Sales
CITY OF CEBU (CAPITAL)
Summary
Dynamic Financial Advisor with proven expertise at AXA Philippines in investment planning and client relations. Successfully developed tailored financial strategies, enhancing client satisfaction and loyalty. Recognized for driving revenue growth as Branch Manager at St. Peter Life Plan Inc. through effective sales strategies and exceptional problem-solving skills.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
30
30
years of professional experience
Work History
Financial Advisor
AXA Philippines
06.2024 - 03.2025
- 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 Manager
St. Peter Life Plan Inc.
09.1995 - 06.2023
- Regularly Employed for 28 years
- Promoted as Branch Manager for 25 years.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Consulted customers to boost product sales and services.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Education
Bachelor of Science - Commerce - Major in Management
SOUTHERN MINDANAO COLLEGES
Pagadian, Province Of Zamboanga Del Sur, Philippines 04.2001 -
Skills
Investment planning
Client relations
Problem-solving
Insurance decisions
Sales expertise
Sales and marketing
Financial services
Retirement planning
Investment advice
Lead generation
Interests
Timeline
Financial Advisor
AXA Philippines
06.2024 - 03.2025
Bachelor of Science - Commerce - Major in Management
SOUTHERN MINDANAO COLLEGES
04.2001 -
Branch Manager
St. Peter Life Plan Inc.
09.1995 - 06.2023