Creating Joy ✨
Resume
Experience
2021 - Present
LICENSED FINANCIAL ADVISOR
Sun Life of Canada (Philippines), Inc.
BGC, Taguig, Philippines
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Conducts Financial Needs Analysis for every prospect/client.
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Manages and provides service to clients' account/s to keep them updated on any changes with their insurance policies and investments.
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Provide sound financial advice to every client regarding insurances, investments, and the like.
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Ensure compliance with every step in the processing of insurance applications.
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2021 Top 2 Rookie Advisor - Maria Capra Unit
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Advisor Activity Track Qualifier
2017 - 2022
SALES & MARKETING SPECIALIST
Panasonic Manufacturing Philippines Corporation
Taytay, Rizal, Philippines
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Collaborate, coordinate, and seek approval from all related groups (sales, marketing, logistics, finance, customer service, and top management) to accomplish all tasks.
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Process claims, support, and payments to both suppliers and dealers.
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Support and coordinate with Marketing Communications Team and other key groups in event management and organization.
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Process DMR maintenance for material, vendor, and customer code creation in SAP System.
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Upload sales and marketing activities forecasts thru specific Panasonic reporting system tools.
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Support with the administrative tasks for several emerging products (TV, Lumix Camera, and Beauty)
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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.
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Collaborate with overseas marketing counterparts to ensure production of finished goods, and strategize marketing plans to realize sales targets.
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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
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Manage sales order processing, deliveries, and accounts payable of customers.
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Collaborate, coordinate, and seek approval from all related groups (sales, marketing, logistics, finance, customer service, and top management) to accomplish related tasks.
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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)