BS PSYCHOLOGY
ADAMSON UNIVERSITY
ADAMSON UNIVERSITY
- Meet with the client to understand vision, goals, and budget
- Create and manage the event timeline and budget
- Design the theme, layout, and flow of the event
- Source and book vendors (venue, catering, entertainment, décor, etc.)
- Coordinate with vendors throughout the planning process
- Send invitations, manage RSVPs, handle logistics
- Conduct walkthroughs and attend vendor meetings
- Prepare detailed event plans and run sheets
- Oversee the setup and ensure everything matches the plan
- Troubleshoot issues on the day
- Keep everything on schedule (ceremony, program, etc.)
- Serve as the point of contact during the event
- Helps clients meet their financial goals by building relationships.
- Identify and approach potential clients.
- Build and maintain long-term client relationships.
- Conduct regular reviews and follow-ups with clients. Financial Needs Assessment
- Analyze client financial situations, goals, and needs.
- Provide recommendations on appropriate financial products (e.g., life insurance,
health plans, mutual funds, retirement plans).
- Provide policy servicing, claims assistance, and policy updates.
- Address client questions and concerns prompt
- Assist the sales team with creating and processing sales quotations, invoices, and
purchase orders.
- Maintain and update customer databases and sales records.
- Respond to customer inquiries via email, phone, or in person.
- Track orders and follow up on delivery or service completion.
- Handle office tasks such as filing, scanning, scheduling, and organizing meetings.
- Manage incoming and outgoing communications, including calls and emails.
- Prepare reports, presentations, and spreadsheets for sales tracking and management
review.
- Maintain office supplies and equipment needed for the sales department.
- Compile monthly or weekly sales and performance reports.
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.
Advertise your business across Facebook various ad formats and maximize your budget.