I'm a Financial Advisor who helps clients manage their finances and work towards financial freedom. My previous role as an accounting specialist, focusing on payables, taught me how to be detail oriented, organized and focused.
I am adaptable, i have successfully transitioned from logistics to accounts payable role when i work in Premiere Wine and Spirits.
My colleagues praised me for being focused thus maintaining concentration despite distractions.
During my time in Super 8 Retail Systems i have successfully trained new hires, and helped them be regularized by the company.
I have a strong attention to detail, i double-check documents, verifies details with relevant parties. Lastly, i am willing to learn a new system and work with new people.
Experience
Sun Life of Canada Philippines
Sep 2023 – Present
BGC, Taguig
Financial Advisor
Prospecting, Setting up appointment for Financial Planning