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, Philippines06.2019
Skills
Team Leadership & Development
Analytical Thinking
Executive Support
Integrity and Honesty
Interpersonal Communication
Client Relationships
Adaptability
Team Collaboration
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