Marly G.

Financial Advisor’s Assistant/Life, Health and Securities CSR at Schlitt Services
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Vero Beach, Florida, United States, US
Languages
  • Filipino Native or bilingual proficiency
  • English Professional working proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • National Certificate in Events Services III
    TESDA: Technical Education and Skills Development Authority
    Aug, 2017
    - Oct, 2024

Experience

  • Schlitt Services
    • United States
    • Insurance
    • 1 - 100 Employee
    • Financial Advisor’s Assistant/Life, Health and Securities CSR
      • Apr 2023 - Present

      •Basic Bookkeeping. Process/Enter Commission payments into AMS360. Fix error, missing broker/missing policy, balance the statement. •SHAREHOLDER SERVICES. Process new business, deposits, transfer in/out, full surrender, claims for Fixed Annuity, Securities, Life and Health. •Financial advisor’s assistant. Interact daily on the phone with clients, annuities, securities and life insurance companies. •Prepares letters, form and spreadsheet. Daily use of Microsoft excel and word. •Process outgoing mail. Show less

  • Ocean Properties Hotels Resorts and Affiliates
    • Hospitality
    • 1 - 100 Employee
    • Guest Service Representative
      • Jul 2022 - Apr 2023
  • Mountain View Grand Resort & Spa
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Guest Relations Agent
      • Dec 2018 - Dec 2019
  • Teleperformance
    • United States
    • Outsourcing and Offshoring Consulting
    • 700 & Above Employee
    • Customer Service Representative
      • May 2018 - Nov 2018
  • DEPARTMENT OF TOURISM
    • South Africa
    • Government Administration
    • 400 - 500 Employee
    • Student Intern
      • Oct 2017 - Jan 2018
  • Harris Teeter
    • United States
    • Retail Groceries
    • 700 & Above Employee
    • Deli Associate
      • Mar 2017 - Jun 2017

Education

  • University of San Carlos
    Bachelor's degree, Tourism Management
    2014 - 2018

Community

You need to have a working account to view this content. Click here to join now