2013
Bachelor of Secondary Education, Major in English
Batuan Colleges Inc.
More Info About Me
Hello, I'm Dan. I’m an experienced virtual assistant for an insurance sales team in the Philippines. My background as an insurance advisor and unit manager in the life insurance industry has finely tuned my interpersonal skills, while my previous role as an English teacher at a state university has sharpened my communication abilities.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
My Experience and Education
2022
-
2024
Sun Life Philippines
(Virtual Assistant)
• Assists Advisor Candidates in their application to become financial advisors
• Monitors and provides feedback on the sales team's performance
• Manages the sales team's official Facebook Page and Facebook community (group)
• Creates graphics (art cards) for the team's social media page
• Prepares spreadsheet updates on the team's sales and recruitment progress
2020
-
2021
Sun Life Philippines
(Unit Manager)
• Recruited qualified individuals to compose my own team of financial advisors
• Conducted relevant training, coaching, caddying and monitoring to ensure high level
of productivity of recruits.
• Ensured advisors adhere to the Most Respected Advisor (MRA) corporate values of
Sun Life which is: Winning, Professional, Caring and Inspiring.
• Provided guidance to advisors on strict compliance to regulations, both external and
internal.
2018
-
2021
Sun Life Philippines
(Insurance Advisor)
• Provided expert financial advice and financial solution (i.e. insurance and/or
investments) to clients according to their needs
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.