Financial Solutions Associate (MBTC) - AXA PHILIPPINES (BANCASSURANCE DEPARTMENT)
(2026-04 - 2026-06)
- Conducting Financial needs analysis to understand a client's current situation and future financial goals.
- Promoting and cross-selling life insurance, health protection, and investment-linked products to potential and qualified bank clients.
- Relationship building and referral reciprocity with bank partners.
- After-sales support to clients in relation to their respective requests.
- Preparing and submitting regular sales reports and pipeline forecasts to sales manager and branch.
Finance Associate- Cashier (Cash Sales and Checks Collection) - GG&G Distributors Inc. (Nestle Authorized Distributor)
(2025-02 - 2026-03)
- Receiving and checking of cash and check remittances of salesmen and logistics team
- Monitoring of Postdated Checks (PDC's) received from remittances
- Safekeeping of cash and check deposits for the next banking day
- Banking functions in BPI every Tuesday and Thursday and Pick up of Deposits of Security Bank Personnel every Monday, Wednesday and Friday
- Sending of daily cash and check deposits for the daily Cash Position update
- Preparing Daily Transmittal report of Remittances and Same Day Deposits.
- Monitoring and releasing of accountable forms such as: Sales Invoices (SI) – Booking and Non-Booking, Collection Receipt (CR), Credit Note (CN), Merchandise Return Slip (MRS), Remittance Report (RR), and Daily Sales Report (DSR)
- Monthly inventory of accountable forms
Telemarketer - GG&G Distributors Inc. (Nestle Authorized Distributor)
(2024-05 - 2025-02)
- Initiating calls to potential or existing customers to inform them about products or services and successfully closing sales deals.
- Asking questions and actively listening to understand a customer's needs, problems, or requirements to offer suitable products or tailored solutions.
- Maintaining a thorough and up-to-date knowledge of the company's products, services, and pricing to effectively answer customer questions and explain features.
- Addressing customer concerns, doubts, and objections in a professional, persuasive, and calm manner to move the sale forward.
- Constantly working toward and striving to meet or exceed daily, weekly, and monthly sales quotas and goals.
- Preparing and submitting daily, weekly, or monthly reports on sales achievements, and other Key Performance Indicators (KPIs).
Area Appraiser Reliever - PJ Lhuillier Group of Companies (Cebuana Lhuillier)
(2019-11 - 2020-06)
- Served as the head of a branch whenever the Manager is not present.
- Tasked to appraise and evaluate jewelries for pawning and utilize cash positions of branch.
- Monitor the due dates of pawned jewelries and informs the pawners to pay interest and/or loans to avoid incurring penalties.
- Processing the contracts (pawn ticket) for pawned items and ensures the clients to understand the terms and conditions of the loan.
- Manage and resolve client complaints regarding appraisals, remittances and other services.
- Delivers accurate description of product and/or service to clients and take them through the sales process.
- Maintains a high level of service with clients and meets performance targets.
Business Client Relations Associate III (Vault Custodian) - PJ Lhuillier Group of Companies (Cebuana Lhuillier)
(2019-05 - 2019-11)
- Tasked to safekeep the totality of branch funds and pawned jewelries.
- Conducts Vault Inventory (cash counts and monitoring of all pawned jewelries each time the branch opens and closes.)
- Secure inventories by executing controls and ensuring strict compliance with security procedures
- Prepare auctioned items for sale and keep track of them for additional branch KPI.
- Assist in pawning and remittance transactions and other services.
Business Client Relations Associate II - PJ Lhuillier Group of Companies (Cebuana Lhuillier)
(2018-08 - 2019-05)
- Responsible for processing of remittances, bills payment and issuing receipts.
- Responsible in greeting and checking out clients when they enter the branch. Also answers questions and offer suggestions about other products and services offered such as insurances, discount cards, and opening of savings account.
- Responsible in operating the cash register (releasing of cash remittances, change, and net amount of Pawned items.)
