Marc

Customer Support/Licensed Financial Advisor/Real Estate

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Overview

Looking for full-time work (8 hours/day)

at $4.55/hour ($799.99/month)

High school diploma

Last Active

April 4th, 2024 (16 days ago)

Member Since

January 15th, 2023

Profile Description

???? Introduction: With a proven track record in
financial advisory services and property management, I bring expertise in
guiding clients towards their financial goals and ensuring smooth operations in
real estate properties. From comprehensive protection packages to efficient
tenant management, I am dedicated to delivering results-driven solutions
tailored to client needs.
???? Professional Experience:
Financial Advisor,
PRU LIFE UK (07/2023 - Present)
Conduct needs-based
analysis and one-on-one interviews to guide clients in setting up financial
goals.
Develop
comprehensive protection packages and investment strategies aligned with client
backgrounds and budgets.
Provide investment
advisory, estate planning services, and other offerings to secure the future
for clients and their generations.
Drive business
growth through continuous prospecting, lead generation, and partner onboarding.
Real Estate
Property Manager (08/2022 - Present)
Manage day-to-day
operations of multiple condominium properties, overseeing tenant relations,
leasing, and maintenance activities.
Lead tenant
acquisition efforts, conduct property viewings, negotiate lease agreements, and
ensure compliance with legal requirements.
Implement proactive
maintenance programs, manage repair projects, and maintain accurate financial
records.
???? Key Competencies:
Customer Service
Excellence
Strong Client
Relations
Fluent in English
Effective Time
Management
Critical Thinking
Skills
Exceptional
Communication Skills
Strong
Interpersonal Abilities
Proactive and
Self-Motivated
Outstanding
Organizational Skills
???? Education & Certifications:
Licensed Financial
Advisor, PRULIFE UK (Agent Code:Upgrade to see actual info)
Bachelor's Degree
in Electrical Engineering, University of Santo Tomas, Manila, NCR
Senior High School
Graduate (STEM) with Honors, Ateneo de Zamboanga University, Zamboanga City,
Zamboanga del Sur
???? Extracurricular Activities:
Volunteer, UNICEF
Member, UST Yellow
Jackets 
 

Top Skills

E-Commerce » Ebay » Customer Support

Experience: Less than 6 months

Customer Support » Insurance

Experience: 1 - 2 years

Experience as a financial advisor under PRU LIFE UK

Customer Support » Phone Support » English Speaking

Experience: Less than 6 months

BPO experience

Other Skills

Customer Support » Chat Support

Experience: Less than 6 months

Customer Support » IT

Experience: Less than 6 months

Office and Administration » Data Entry

Experience: 6 months - 1 year

Experience with BPO and part-time in data entry wherein I transcribe video to text and encode physical logbooks to interactive excel sheets.

Real Estate » Management

Experience: 1 - 2 years

Supervised and maintained 3 separate condominiums across the city wherein I am task to find potential tenants, make contracts, and upkeep the units.

Basic Information

Age
22
Gender
Male
Website
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Address
Zamboanga City
Tests Taken
None
Uploaded ID
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