Sebastian Noel

Versatile professional with 3 years of experience blending customer service and financial planning. Expert at building trust, analyzing financial needs, and finding smart solutions for clients.

Financial Planning Assistant - Virtual Business Partners - Cebu, Philippines

(2016-11 - 2018-06)

• Prepare clear and professional Statements of Advice (SoAs) and Records of Advice (RoAs) for senior financial planners.
• Input client data into financial planning software to generate retirement projections and investment models.
• Manage the client onboarding process, ensuring all forms, fact-finders, and legal documents are complete and secure.

Customer Service Representative - Convergys - Cebu, Philippines

(2014-10 - 2016-07)

• Managed monthly subscription renewals, package upgrades, and plan changes for an average of 50+ daily callers.
• Guided users through satellite radio activation, hardware resets, and signal refresh procedures, reducing repeat calls.
• Addressed customer billing disputes, processed account credits, and resolved cancellation requests to retain loyal subscribers.
• Educated customers on streaming app features and premium channel add-ons, consistently meeting monthly sales and retention quotas.

BS - Hospitality Management - University of San Jose- Recoletos (2009-11 - 2019-03)

BS - Psychology - University of San Carlos (2007-11 - 2009-03)