A financial and marketing consultant.
About me
Professional Summary
I am a Registered Financial Planner®, licensed underwriter and Certified Investment Advisor who helps clients grow their wealth to take their business to the next level for more than 16 years. I am a sales and marketing professional who possesses a track record for cultivating long-standing client relationships. I have extensive experience in life insurance sales and leadership training, and life coaching. A quick learner, team player, creative, resourceful and analytical. Passionate about quality, persistent business and travelling. I am a dedicated financial and life coach.
Skills
Financial planning • Consultative sales and marketing • Accounts management • Life coaching • Social Media marketing • Public speaking • Graphic design • Branding
Work Experience
2020-Present
• Representing a company across social channels as the sole voice of the brand. • Responding to comments, compiling campaigns and creating content. • Providing organizations with the guidance needed to enhance their online presence.
Digital marketing manager
2004-Present
Financial consultant | Pru Life UK
• Performing the sales process and doing annual reviews • Client servicing including but not limited to: investments, withdrawals, claims, orphan adoptions • Collecting premiums • Business development
2008-Present
Registered Financial Planner
• Helping clients understand their financial circumstances and how to reach their short-term and long-term financial objectives • Analyzing client's information and present realistic, meaningful recommendations based on their financial situations and goals.
Education
1986-1991
De La Salle University Manila
Liberal Arts & Bachelor of Science in Commerce Majoring in Psycholog and Accounting
1982-1986
St. Paul College of Pasig
High school graduate
Interests
Running, zumba, yoga, reading, self-development, travelling, volunteering, spirituality, meditation,