Joyce Taguran

I help businesses deliver better customer experiences. Client-focused professional with 5+ years of experience across customer support, account management, consultative sales, financial advising, billing support, and account protection. Experienced in supporting US-based customers, handling sensitive information, resolving concerns, managing documentation, and maintaining professional client relationships.

Strong communication, organization, problem-solving, and attention to detail, with the ability to work independently in remote environments.

Financial Advisor at SUN LIFE OF CANADA, PHILIPPINES (2025 – Present)

• Conduct client discovery and financial needs analysis; explain complex financial products in clear, client-friendly language.
• Prepare proposals and manage applications, documentation, underwriting requirements, and follow-ups with internal teams.
• Generate prospects through referrals, networking, social media, and direct outreach; maintain long-term client relationships.
• Recognized as one of the 2025 Top Rookie Advisors.

Sales Account Executive — American Water Account at FLATWORLD PHILIPPINES (2023 – 2025)

• Supported US-based customers, handling inquiries, concerns, and account-related requests in a high-volume environment.
• Resolved issues through active listening and problem-solving; used consultative sales techniques to present appropriate solutions.
• Balanced customer satisfaction with business objectives while meeting service, quality, productivity, and conversion targets.
• Top agent in net sales, conversion, and customer satisfaction.

Account Protection & Fraud Prevention Specialist at PAYPAL (2021 – 2023)

• Managed customer accounts and resolved billing and payment-related concerns.
• Reviewed suspicious activity, followed verification and fraud-prevention processes, and guided customers through account-security procedures.
• Explained account limitations and requirements for restoring access; kept accurate case documentation.

Bachelor of Science in Psychology (2020)