Work Experience:
*Financial Advisor / Insurance Consultant (Agent):
-(Sales) Setting appointments, meeting with clients and providing financial solutions through insurance protection and investment plans
-Doing after sales service to clients (e.g. policy servicing, assisting policy claims, regular policy review, financial plan updates, etc.)
-Selling insurance and investment plans online through Social Media Marketing and Advertising
Business Suite)
*Advisor Development Program Manager / Head:
-Supervised and monitored 11 Business Units/Teams with over 100 Financial Advisors/Agents in total
-Created activity monitoring tools and system to increase each teams' productivity
-Tracked each advisors' training and checked their sales progress
-Worked with the management team to find ways on how to further improve the advisors' sales performance
-Conducted trainings to support every advisor's development (e.g. insurance product orientation, financial planning, etc.)
Technical Skills: Social Media Marketing for Insurance Business, Meta Business Suite and
Office Applications (Word, Excel, Powerpoint), Programming (C,C++,HTML), Engineering Softwares & Hardwares(Matlab, Arduino, STM32, NRF51822, Raspberry Pi, MSP-EXP430G2, ESP8266, etc.)Interpersonal Skills: Active Listener, People-oriented, Analytical and Critical Thinker, Team-player,
Versatile
Communication Skills: English and Filipino
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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