Experience

Lifespan Physical Therapy, Occupational Therapy and Speech and Language Pathology Services, PLLC

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Scheduling Assistant

  • Apr 2023 - Present



FWD Insurance

• Hong Kong
• Insurance
• 700 & Above Employee

• Licensed Insurance Agent

  • Dec 2021 - Present

  Responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. Meeting with clients. Offering specialized financial guidance and advice. Completing financial needs analyses. Creating and explaining customized plans. Utilizing knowledge of tax investment strategies. Assessing clients' financial portfolios. Analyzing clients' risk. -Encouraging clients to invest in the future. Responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. Meeting with clients. Offering specialized financial guidance and advice. Completing financial needs analyses. Creating and explaining customized plans. Utilizing knowledge of tax investment strategies. Assessing clients' financial portfolios. Analyzing clients' risk. -Encouraging clients to invest in the future.



FILIPINO HOMES

• Philippines
• Real Estate
• 200 - 300 Employee

• International Property Investment Endorser

  • Jan 2018 - Present

  Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms Determine clients’ needs and financials abilities to propose solutions that suit them Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing Perform comparative market analysis to estimate properties’ value Display and market real property to possible buyers Prepare necessary paperwork (contracts, leases, deeds, closing statements etc) Maintain and update listings of available properties Cooperate with appraisers, escrow companies, lenders and home inspectors Develop networks and cooperate with attorneys, mortgage lenders and contractors Promote sales through advertisements, open houses and listing services Remain knowledgeable about real estate markets and best practices Show less



Department of Education - Philippines

• Philippines
• Education Administration Programs
• 700 & Above Employee

• Teaching

  • Jul 2013 - Present



Manulife Philippines

• Philippines
• Insurance
• 700 & Above Employee

• Licensed Insurance Agent

  • May 2021 - Sep 2021



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Data Analyst

  • Jan 2012 - May 2013

  Process Insurance claims from California clients Process Insurance claims from California clients