
Sales & Finance Specialist
Send a job offer directly to this candidate
Results-driven sales professional with 4+ years of experience in financial services and consumer finance, consistently achieving and exceeding sales targets. Skilled in prospecting, client relationship management, and delivering tailored financial solutions. Recognized as Top Performer of the Year (2024) for outstanding sales performance and client retention.
Sales Consultant at BYD Nueva Ecija (2025-08 – 2026-03)
Provided expert guidance on automotive products and managed sales pipeline from prospecting to closing.
Bank Sales Representative at CMB CardPlus Financial Advisory (2023-06 – 2025-07)
Expanded customer portfolio and educated clients on financial products and banking programs.
Licensed Financial Advisor at Sun Life of Canada Phil. Inc. (2022-02 – 2023-04)
Guided clients in selecting tailored financial programs and created investment and retirement planning strategies.
Licensed Financial Advisor at Sun Life of Canada Phil. Inc. (2018-07 – 2019-03)
Early financial advisory role providing client guidance on financial programs.
Bachelor of Secondary Education in English – Nueva Ecija University of Science and Technology (2020-08 – 2023-02)
High School Diploma in Accounting and Business Management – Nueva Ecija Senior High School (2018-07 – 2019-03)