2001
Bachelor of Science in Business Management
XAVIER UNIVERSITY, Ateneo de Cagayan
More Info About Me
A highly organized and proactive professional holding a degree in Business Management and NC3 Bookkeeping Certification. Possess practical knowledge of industry-standard software, including Xero and Quickbooks, to efficiently manage and handle a variety of financial tasks. Committed to leveraging strong analytical abilities and a passion for accuracy to help businesses maintain impeccable financial health as a Virtual Assistant.
My Skills and Competencies
Social Media Management
QuickBooks Expert
Data Entry
Content Creator
Certificates
My Experience and Education
2017
-
2025
Manulife Philippines, Pagadian City
(Unit Head)
I currently serve as a Unit Head at Manulife Philippines, a leading life insurance company.
In this role, I oversee team operations, drive sales performance, and lead a team of financial advisors toward achieving business goals.
I am responsible for recruitment, training, and development of advisors, ensuring they are equipped to provide excellent financial planning and protection solutions to our clients.
My role allows me to combine leadership, strategic management, and a passion for helping others secure their financial future. Transitioning from a field advisor to a leadership role allowed me to embrace greater responsibilities in mentoring, guiding, and supporting a team of financial advisors.
It was during this time that I discovered my passion for people development and team building.
This opportunity opened the door for me to grow as a leader, deepen my understanding of the insurance industry, and make a meaningful impact on both our clients' lives and the professional journeys of my team members.
2014
-
2016
AXA LIFE PHILIPPINES, Pagadian City
(Financial Advisor)
I began my insurance career as a Financial Advisor at AXA LIFE Philippines, where I was introduced to the world of financial planning, protection, and investment solutions.
This role gave me the foundation to understand clients' financial needs and offer tailored strategies to help them achieve security and long-term goals.
It was also the starting point of my journey in the people business, where I discovered my passion for helping individuals and families build a more secure financial future.
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.
QuickBooks Expert
Track expenses, manage cash flow & create invoices.