BS Industrial Engineering
University of San Carlos
Hello there! My name is Lance, and I'm excited to share a bit about myself with you.
I am a 27-year-old man who is currently residing in Cebu, Philippines. I am a curious person who is passionate about learning and exploring new ideas and experiences.
One of my greatest passions is travel, and I have been fortunate enough to visit many different places around the country and I wish to travel abroad someday. I love immersing myself in different cultures and trying new foods, and I believe that travel is one of the best ways to broaden one's perspective and gain a deeper understanding of the world.
In addition to travel, I am also passionate about fitness and health. I enjoy running, biking, and swimming, and I believe that exercise is an essential part of a healthy lifestyle. I also enjoy cooking and experimenting with new recipes, and I believe that eating well is just as important as staying active.
Professionally, I have worked in a variety of fields, including marketing, sales & finance, and insurance. I have undergone trainings & certifications about Real Estate, Insurance, Financial Planning & currently learning Project Management. I enjoy challenging myself and taking on new responsibilities, and I'm always looking for ways to improve my skills and knowledge.
In my free time, I enjoy playing online games, listening to music, and spending time with my friends and pets. I am a firm believer in the importance of self-improvement and personal growth, and I strive to be the best version of myself every day.
Overall, I am a curious, active, and open-minded person who is always looking for new opportunities and experiences. To add, I am going to be a father - I need to double my income to provide the best life for my growing family. I believe that life is a journey, and I'm excited to see where it takes me next!
University of San Carlos
-Assess client's financial situation
-Assess client's preferences
-Assists clients in site & office visits
-Explains Projects to Prospects
-Email Management
Researches relevant information about key people, committees & organizations.
- Qualified MDRT in 2021, Registered A. Financial Planner, & Certified Professional Financial Advisor
-Conduct Needs Based Assessment
-Financial Planning
-Administrative Assistant to Policyholders
-Data Management
-Calendar Management for their Dues
-Handles a team of 10 people
-Creates digital materials
-Email Management
Assists clients in property management, real estate investment, & administrative works.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.