2019 - 2022

Licensed Financial Consultant

- Meets clients to understand their financial situations, family needs, and long-term goals which helps them determine the appropriate amount and type of coverage.
- Explains different policy options—such as term, whole, or universal life insurance—and recommend the one that fits the client's needs.
- Helps clients complete the necessary paperwork and navigate the underwriting process, which may include coordinating with medical professionals for health assessments.
- Supports clients by answering questions, helping with policy changes, or managing claims.
- Engages in prospecting for new clients, networking, and marketing their services to grow their business.

2019 - 2021

Billing/Office Staff

- Assists customers with their orders through calls and/or during warehouse visit
- Tracks inventories using company provided tools to monitor availability of stocks
- Recommends products to customers that is relevant to their car accessory/maintenance needs
- Contacts suppliers and other company branches to check availability of stocks including the price that will also suit customer’s budget yet not compromising the product’s quality and performance

2019 - 2019

Technical Support Representative, Customer Service Representative

- Assists customers with technical difficulties encountered on the service by providing and guiding them accordingly with solutions suitable to their concern
- Communicate with customers through live calls and assist them with their orders online while documenting each transaction with company provided tools and system
- Recommends products/services to customers that is relevant and timely according to their needs
- Handles irate calls and address each concern positively and efficiently with the help of company guidelines and spiels to certain circumstances