I am a Licensed Financial Consultant with almost 4 years of experience, I had also been in the Sales and Marketing industry for 3 years. I'm a graduate of Bachelor of Science in Information Technology in one of the College Institution here in Philippines.
Experience
FWD Life Insurance Corporation
Nov 2018 – Jun 2022
Philippines
Financial Solution Consultant
Main duties are to work with individuals or companies to plan for their future finances by giving them free financial consults and information on how they should manage and build their future by giving them knowledge on how important to have (Insurance, Health Insurance and Investment). To maintain good record and relationship to the company, to all future and existing clients, and also to the Bank Referrers and to the Bank where we keep our partnership with. Ensuring all monthly and yearly target must be achieved as well as regular monitoring of the records and policies of our dear clients.