Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
VIVIAN ICATLO

VIVIAN ICATLO

FINANCIAL SOLUTIONS CONSULTANT
Santa Maria, Province Of Bulacan

Overview

5
5
years of professional experience

Work History

FINANCIAL SOLUTIONS CONSULTANT

FWD Life Insurance
05.2022 - Current
  • Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Organized and analyzed primary and secondary research to understand industry, market and company trends.
  • Frequently inspected production area to verify proper equipment operation.
  • Created monthly forecast templates and resource management allocations.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Proved successful working within tight deadlines and a fast-paced environment.

Financial Executive

AXA PHILIPPINES
11.2019 - 03.2022
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Providing assistance through email.
  • Endorsing services, such as withdrawal request, updating to clients policies, claims, etc
  • Building a network of contacts through professional associations
  • Utilizing websites, social media, email campaigns, and online advertisements to reach a broader audience
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Developing skills and contributing to team productivity improvements.
  • Complied with established internal controls and policies.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Created and managed financial models to evaluate corporate investments and acquisitions.

Education

BACHELOR OF SECONDARY EDUCATION MAJOR IN TLE, Philippines -

BULACAN STATE UNIVERSITY
Malolos, Province Of Bulacan, Philippines
06.2019

Skills

Team Leadership & Development

Accomplishments

    LICENSED PROFESSIONAL TEACHER

    THAILAND QUALIFIER 2020

    LEAGUE OF CHAMPION SINGAPORE QUALIFIER (BRANCH) 2022

    LUMANARIES 2022

    LEAGUE OF CHAMPION JAPAN QUALIFIER 2023

    LUMANARIES 2023

    TOP GUN QUALIFIER JUNE

    TOP GUN QUALIFIER OCTOBER

    TOP FINANCIAL SOLUTIONS CONSULTANT IN TERMS OF CASE COUNTS

    TOP FINANCIAL SOLUTIONS CONSULTANT IN TERMS OF APE

Timeline

FINANCIAL SOLUTIONS CONSULTANT

FWD Life Insurance
05.2022 - Current

Financial Executive

AXA PHILIPPINES
11.2019 - 03.2022

BACHELOR OF SECONDARY EDUCATION MAJOR IN TLE, Philippines -

BULACAN STATE UNIVERSITY

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