Experience

EastWest Ageas Insurance

• Philippines
• Insurance
• 100 - 200 Employee

• Financial Advisor

  • May 2021 - Present



Sun Life

• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Oct 2018 - Dec 2019

  -Offers specialized and independent financial advice to professional and non-professional clients. -In correspondence with multiple clients (2,000+ clients as of late), expanding network and new client bases. -Organizes and keeps client plans up-to-date -Maintains good working relationship with client partners, which eventually leads to more business opportunities. -In charge of collating private and valuable client information, ensuring swift troubleshooting. -Offers specialized and independent financial advice to professional and non-professional clients. -In correspondence with multiple clients (2,000+ clients as of late), expanding network and new client bases. -Organizes and keeps client plans up-to-date -Maintains good working relationship with client partners, which eventually leads to more business opportunities. -In charge of collating private and valuable client information, ensuring swift troubleshooting.



Travelbook.ph (Travel Book Philippines, Inc.)

• Philippines
• Hospitality
• 1 - 100 Employee

• Market Manager

  • May 2018 - Oct 2018

  -Liaised day-to-day deliverables and requirements for the brand. -Had frequent deployments around North Luzon and Mindanao, coordinating with various hotels for partnership and tie-ups. Closed deals with the following hotel chains: Hotel Luna, Le Monet, Vitalis White Sands, Hotel Rembrandt, etc. -Communicated with both new and existing partners through phone and in-person meetings that helped boost business portfolio. -Assisted in developing marketing strategies for the brand. -Liaised day-to-day deliverables and requirements for the brand. -Had frequent deployments around North Luzon and Mindanao, coordinating with various hotels for partnership and tie-ups. Closed deals with the following hotel chains: Hotel Luna, Le Monet, Vitalis White Sands, Hotel Rembrandt, etc. -Communicated with both new and existing partners through phone and in-person meetings that helped boost business portfolio. -Assisted in developing marketing strategies for the brand.



EastWest Ageas Insurance

• Philippines
• Insurance
• 100 - 200 Employee

• Financial Advisor

  • Oct 2016 - May 2018

  -Responsible for identifying new business opportunities. -Facilitates new client recruitments. -Assessed clients’ needs and goals for financial strategy recommendation. -Monitored and organized business portfolios. -Conducted market research and analysis -Responsible for identifying new business opportunities. -Facilitates new client recruitments. -Assessed clients’ needs and goals for financial strategy recommendation. -Monitored and organized business portfolios. -Conducted market research and analysis



SYKES Philippines

• Philippines
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Customer Service Representative

  • Sep 2015 - Mar 2016

  -Opened and maintained customer accounts by recording account information. -Resolved product & service problems by extracting key information in order to determine viable solutions, expediting resolution. -Contributed to team effort by accomplishing related results. -Opened and maintained customer accounts by recording account information. -Resolved product & service problems by extracting key information in order to determine viable solutions, expediting resolution. -Contributed to team effort by accomplishing related results.