CASMM17


Financial Advisor

  • From Philippines
  • Member Since Jul 18, 2016
  • Service Delivered 0
  • EmailVerified
  • Phone NumberNot Verified
  • Profile InfoCompleted
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Financial Advisor

I have been in the Sales industry for almost 5 months. My most recent experience is handling outgoing calls to the clients, emailing them regarding to their status/pending requirements/ new promos and many more. One reason I particularly enjoy this business, and the challenges that go along with it, is the opportunity to connect with people. In my last job, I formed some significant customer relationships resulting in a 30 percent increase in sales in a matter of months.


Skills

  • Data Entry
  • Sales
  • Virtual Assistant
  • Presentations
  • Customer Service
  • Telephone Handling
  • Internet Research
  • Email Handling
  • Financial Planning

Education

  • Degree Fitter Machinist (Mechanical Engineering)
  • Year 2012 - 2014
  • College Name Don Bosco Technical Institue of Makati , Philippines

  • Degree Civil Engineering
  • Year 2011 - 2012
  • College Name New Era University , Philippines

Experience

  • Job Profile Financial Advisor
  • Year February,2016 - Present
  • Company Manulife Philippines

Description

I Provide clients with specialist advice on how to manage their money and I offer some advice to clients in saving plans and insurance. I am the one who Analyze their given information and preparing plans best suited to my clients needs. I also design financial strategies for them.


  • Job Profile Administrative Assistant
  • Year October,2015 - January,2016
  • Company SM Investment Corporation

Description

I have the ability to juggle multiple projects with superb accuracy, I have strong administrative skills with exceptional customer service skills, over the phone and in person, with our customers and internal departments. And also I have a strong sense of urgency and problem solving skills.


  • Job Profile Legal Secretary
  • Year August,2015 - September,2015
  • Company Barangan Notary Public

Description

Typing correspondence and legal paperwork Transcribing court proceedings and other recorded meetings Scheduling, coordinating and confirming court dates, appointments, and meetings Conducting research in legal matters Maintain calendars and schedules for a number of attorneys Develop and maintain a comprehensive and organized billing system Ensure all billable hours are accurately recorded Understand the basics of a number of court documents, such as summons and subpoenas make travel arrangements Arrange for the filing of court documents


  • Job Profile Korean English Tutor
  • Year August,2015 - Present
  • Company Freelancer

Description

I tutored elementary to High school age in English and Language Arts to help them better comprehend in school lectures, learning objectives, or catch up with other students. I Coached them to strengthen grammar, spelling, paragraph writing, creative writing, and essay writing skills. I do prepare individualized education plans aligning with students’ needs and interest.


  • Job Profile Purchasing Specialist
  • Year May,2015 - August,2015
  • Company Laguna Autoparts Manufacturing Corporation (LAMCOR)

Description

I have huge experience in processing purchase orders, data entry activities and associated software, and working in clerical and administrative capacities. I have profound knowledge of documenting information and filing records manually and electronically. I am highly skilled in performing customer services duties via telephone and in-person.


  • Job Profile Production Monitoring
  • Year June,2014 - April,2015
  • Company JFS Precision Technology Corporation

Description

I have basic learning about AUTOCAD, I also have knowledge of machine parts, minor adjustments and understanding drawings and Machinery operation. Over 1 year of experience working as an assembler. I am proficient in studying blue prints and instructions that need to be followed in order to assemble electronics. I am highly skilled in determining subassemblies, tools, materials and other parts need to be used for any particular project

Portfolio

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