2022
BSBA Major in Marketing Management
Tarlac State University
More Info About Me
I’m a 26-year-old Senior Financial Advisor at Allianz PNB Life Insurance Inc., and a 2-time MDRT (Million Dollar Round Table) qualifier. I hold a degree in BSBA major in Marketing Management from Tarlac State University. I also gained valuable experience during my internship at AC Motors – Adventure Cycle Philippines Inc., where I worked in customer relationship management. Before that, I worked in the BPO industry for months, where I handled customer concerns and developed strong communication and problem-solving skills.
Now, I’m actively looking for new opportunities where I can continue to grow, expand my skills, and take on bigger responsibilities. I’m open to roles that challenge me and allow me to learn more. My goal is to keep improving and building a meaningful career where I can make a positive impact.
My Skills and Competencies
Canva Design & Document Preparation
Communication & Organization
Lead Generation & Follow-Up
Customer Service & Client Support
Certificates
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My Experience and Education
2023
-
2025
Allianz PNB Life Insurance Inc.
(Senior Financial Advisor)
Assigned at various Philippine National Bank (PNB) branches, providing financial consultations, offering and selling life insurance and investment products, and assisting clients with policy servicing and financial concerns. Trained in prospecting, lead generation, and delivering excellent customer service to diverse clients.
2023
-
2024
Sitel Philippines Corporation-Tarlac Branch
(HP Technical Support)
Handled inbound calls to assist HP clients with printer-related issues. Provided step-by-step troubleshooting, technical guidance, and product support to ensure customer satisfaction and timely resolution of concerns.
My Services
Social Media Assistance
Creating simple posts or visuals using Canva and helping manage basic social media tasks.
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Lead Generation
Researching, prospecting, and following up with potential clients through calls, emails, and social media.
Customer Support
Delivers friendly and efficient customer support to maintain client satisfaction and loyalty.