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Resume

Experience

2021 - Present

LICENSED FINANCIAL ADVISOR

Sun Life of Canada (Philippines), Inc.

BGC, Taguig, Philippines

  • Conducts Financial Needs Analysis for every prospect/client.

  • Manages and provides service to clients' account/s to keep them updated on any changes with their insurance policies and investments.

  • Provide sound financial advice to every client regarding insurances, investments, and the like.

  • Ensure compliance with every step in the processing of insurance applications.

  • 2021 Top 2 Rookie Advisor - Maria Capra Unit

  • Advisor Activity Track Qualifier

2017 - 2022

SALES & MARKETING SPECIALIST

Panasonic Manufacturing Philippines Corporation

Taytay, Rizal, Philippines

  • Collaborate, coordinate, and seek approval from all related groups (sales, marketing, logistics, finance, customer service, and top management) to accomplish all tasks.

  • Process claims, support, and payments to both suppliers and dealers.

  • Support and coordinate with Marketing Communications Team and other key groups in event management and organization.

  • Process DMR maintenance for material, vendor, and customer code creation in SAP System.

  • Upload sales and marketing activities forecasts thru specific Panasonic reporting system tools.

  • Support with the administrative tasks for several emerging products (TV, Lumix Camera, and  Beauty)

  • Directly manage products (Small Appliances and E-Shower) by preparing and presenting monthly sales and marketing results to forecast sales and market demand on a monthly, quarterly, and annual basis.

  • Collaborate with overseas marketing counterparts to ensure production of finished goods, and strategize marketing plans to realize sales targets.

  • Prepare annual sales and marketing business review and forecast plan for the current fiscal year and the succeeding year/s to Top Management to set future sales targets.

2015-2017

SALES SUPPORT

Mirof Resources, Inc.

Makati, Philippines

  • Manage sales order processing, deliveries, and accounts payable of customers.

  • Collaborate, coordinate, and seek approval from all related groups (sales, marketing, logistics, finance, customer service, and top management) to accomplish related tasks.

  • Process claims support and payments to both suppliers and dealers.

Education

2011-2015

POLYTECHNIC UNIVERSITY OF THE PHILIPPINES

Bachelor in Banking and Finance

Minor in Service Management

Sta. Mesa, Manila, Philippines

My education may not be directly related to my past working experiences but this has made me a resilient and practical learner who is eager to gain more skills and knowledge which has led me to my current career.

2007-2011

SUMULONG MEMORIAL HIGH SCHOOL

Antipolo, Rizal, Philippines

During my high school life, my favorite subject was Technology and Livelihood Education (TLE) and was involved in an extracurricular group such as the Drum & Lyre which competes during Antipolo Festivals.

Professional Skillset

Entrepreneurial Mindset

Product Research & Survey

Graphic Design via Canva

Teamwork & Collaboration

Digital Marketing

Data Entry & Transcription

Social Media Management

SAP System

General Virtual Assistance

Languages

English (native)

Nihongo (basic)

Tagalog (proficient)

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