Grace Aquino Ramos

Experienced Financial Executive with a proven track record of driving financial performance and implementing cost-saving initiatives. Strong strategic thinking skills and ability to analyze complex financial data to develop innovative solutions. Committed to contributing to the success and growth of a dynamic organization.

Executive Financial Advisor - East West Ageas Life Insurance - Bonifacio Global City, Taguig City

(2025-05)

• Develop a deep understanding of the financial services sector particularly in building and maintaining client relationships through tailored financial solutions
• Helping every individual to manage their wealth and achieve short and long-term goals.
• Delivering exceptional customer service and thriving in service-oriented environments.
• Conducts policy review with existing clients to help them check policy status and focus to cross selling.
• Conducts company caravan and financial wellness to generate and prospect new potential client
• Reporting and performing other assignments given by the Banc-Assurance Area and Regional Sales Manager.

Owner/Self-Employed - Gracia's Home Baked with Love - Guadalupe Viejo, Makati City

(2019-04 - 2024-12)

• Answering inquiries of each customer through a different platform.
• Helping customers choose the perfect baked goods and cake design.
• Ensured that all products were of the highest quality and safety standards.
• Capable of working efficiently to meet an early-morning production schedule.
• Provide exceptional customer service.

Financial Specialist - Bancassurance (Philippine Savings Bank) / Axa Philippines Life Insurance - GT Tower International, Ayala Ave., Makati City

(2016-04 - 2018-07)

• Offer an extensive line of products in the industry that provides solutions to various Financial needs like protection, education, retirement, investment and life insurance.
• Enhancing customer relationship, promoting financial well being, conducting regular client assessment and identifying the opportunities for upselling aligns with the needs and customer satisfactions.
• Reporting and doing admin works assigned by the Branch Head and Area Sales Manager from time to time.

Financial Advisor - Bancassurance (Banco De Oro) / Generali Philippines/Bdo Life Insurance - Makati City

(2009-01 - 2013-07)

• Assesses client's financial health, identifies their short-and long-term goals, and develops tailored strategies to achieve them.
• Analyze client income, expenses, risk tolerance to create comprehensive financial solutions
• Provide strategies to protect client's assets and family against unforeseen events.
• Performs marketing and sales functions to achieve sales targets.
• Assisting client's policy concern, policy review and focus to cross selling.

Sales Counselor - Philam Plan Inc. - Palanca St.cor Dela Rosa, Makati City

(2004-08 - 2008-12)

• Conducts telemarketing and setting an appointment with the client and offers an extensive line of products in the industry that provides solutions to various financial needs including life protection, education, savings and retirement.
• Contacts existing customers by phone to promote and explain the benefits of new products and promotions.
• Policy review to existing clients and input accurate customer data changes after every interaction.
• Generate sales numbers according to the monthly given target.
• Perform other tasks assigned by the Unit Manager like follow ups on the scheduled clients.

Customer Service Assistant - Shoemart Incorporated - Ermita Manila

(2002-07 - 2003-07)

• Provide accurate information about the products or services, company policies, accepting and processing bills payment, reviewing customer accounts.
• Ensuring each customer receives an effective service by being efficient, knowledgeable and consistent in delivery, with the objective of achieving first contact resolution.

Bachelor of Science - Management Information System - Colegio De Dagupan (1997 - 2002)

Saint Charles Academy Catholic School (1993 - 1997)