Independent Contractor

During my time as a Licensed Financial Advisor at AIA Philippines, I managed chat support in addition to my advisory role. I responded promptly to client inquiries, addressed concerns, processed claims, and provided assistance via online chat platforms. This experience improved my communication skills and helped me convey financial information clearly. It also provided valuable insight into client preferences, enhancing overall client satisfaction and retention.

Throughout my career, I've consistently delivered exceptional client service, transitioning from my role as a Banker/Client Service Associate at BDO Unibank to a Licensed Financial Advisor at AIA Philippines, and later, a part-time chat support for emerging small businesses on social media platforms. Starting as a banker, I gained valuable experience in serving clients' financial needs, which I carried into my role as a Licensed Financial Advisor. There, I provided personalized financial guidance, prioritizing transparency and empathy to meet clients' goals. Additionally, my part-time role as a chat support for small businesses on social media platforms allowed me to further enhance my communication skills and adaptability in addressing diverse client inquiries. My diverse experience has honed my ability to anticipate and address client needs effectively, communicate clearly, and navigate challenges with professionalism. I am committed to exceeding expectations and fostering strong client relationships in every interaction.

As a Project-Based OJT Admin Assistant at Topserve Solutions, Inc., I supported the hiring process by managing applicant files, assisting with screening resumes, scheduling interviews, and handling general office tasks and ensures efficient operations within the HR department.

While not a professional, I'm passionate about graphic design, including video and photo editing, as well as creating business cards and logos. Exploring platforms like Canva brings me joy, and I'm eager to continuously learn and improve. I've already created designs for friends' emerging businesses as a hobby, and I'm driven to explore further. This dedication fuels my commitment to crafting content that resonates with clients and prospects in my role as a financial advisor.

As a financial advisor, I leveraged social media to engage clients and prospects effectively. Through strategic Facebook posts, I provided informative content on financial planning, investment strategies, and market updates, while also promoting our company's products and plans. Prompt responses to inquiries and comments enhanced client satisfaction and trust.