EDUCATION
University of the Philippines
1998 - 2000
M.A. Business Administration, Service Awardee.
University of the Philippines
1989 - 1994
B.A. Communications Research
Philippine Women’s University-
Secondary Education
AMANDA
GARCIA
Financial Advisor, REBL, Licensed Life Insurance Advisor and Health Benefits Consultant
PROFILE
A passionate, hardworking, and
disciplined professional focused on
investment and risk management.
CONTACT
PHONE:
-
-
WEBSITE:
www.facebook.com/MyPropertyHub.ph
www.facebook.com/TheInvestmentHub.ph
-
WORK EXPERIENCE
Experience in Investments and Risk Management
Financial Advisor
Axa Philippines June 2019 to date
AIA Philam Life May 2013 to January 2019
Individual Clients
• Prepares estate plan proposals for clients
• Conducts Financial Health Check with clients
• Prepares investment plans and financial projections for
clients depending on their needs, priorities, and budget.
• Assists individual clients prepare their healthcare
fund.
Corporate Clients
• Conducts Financial Wellness Forum for companies.
o These Fora are meant to encourage employees
of companies to save up for their dreams, and
even for retirement and not rely on the SSS
retirement benefits they will get.
• Services client needs on policy-related matters.
• Presents to company executives for life protection,
health, retirement, and accident benefits for their
employees.
• Assists companies to prepare their retirement benefits
package for employees.
o Advises companies on matters pertaining to
retirement benefits for employees.
o Meets with executives of human resources and
finance on the C level to discuss their options for a
retirement plan, and how they could register it with
the BIR.
SKILLS
•
•
•
•
•
•
•
•
•
•
Use of Microsoft Office
software
Skilled in business, feature,
content, technical and
academic writing
Experienced in the use of
Microsoft Exchange and
Google Suite
Experienced in using Canva in
creating content for own social
media content
Exemplary administrative skills
Excellent sales skills
Use of digital marketing tools
and platforms to generate
greater knowledge and
awareness of projects
Skilled in the use of Facebook
live studio
Skilled in the use of
Streamyard
Comfortable using Zoom,
Smartsheet, Microsoft Teams,
and Google Suite
Licenses:
• Real Estate Broker, Issued by
the Professional Regulations
Commission, 2015.
• Life Insurance, Issued by the
Insurance Commission, 2013
• Non-life Insurance, Issued by
the Insurance Commission,
2020
Trainings/Courses/Seminars/
Conferences:
• What is Social, Issued by
Northwestern University, April
2019.
• Social Media Marketing:
Managing Online
Communities, Issued by
LinkedIn, March 2021.
• Social Media Marketing
Foundations, Issued by
LinkedIn, March 2021.
• Networking in the Digital Age,
Issued by Lamudi, June 2021.
• Building an Integrated Online
Marketing Plan, Issued by
LinkedIn, June 2021.
Health Benefits Agent, 2016 to date
• Assist individuals and corporate clients find the HMO
company that best fit their needs.
• Facilitates transactions of clients with health
providers.
• Accredited with local HMO companies
Licensed for Non-Life Insurance, 2020 to date
• Assist mostly business owners in managing risks
associated
with
property,
manpower,
and
performance of their business.
• Accredited with local non-life insurance companies.
Licensed Real Estate Broker
•
•
•
Handles marketing and sales of big tracts of lands
owned by private individuals in the Philippines.
Conducts background research and tracing of land title
history for the landowner.
Accredited to market properties of land developers.
Experience with real estate project selling:
Sales Director, Amaia Land, Nov. 2020 to Mar 2021
Sales Director, Camaya Coast, Nov. 2019 to Apr. 2020
Business Unit Head, Vista Residences, Jun 2012 to
Jan.2013
Sales Manager, Filinvest Alabang,-
Property Consultant, Edge Properties Development
Corporation,-
Management Consultancy
Operations Consultant, AMC Properties, April 2021
Andrei Alvarez Realty Services,-
•
•
•
•
•
•
•
Managed brokerage, accounting, human resources
and property management departments.
Assigned to double check and approve accounting
permissions, requests for payables, and petty cash
disbursement and replenishment.
Double checked, designed, and recommended
process flow changes or improvements for
operations of company.
Worked closely with human resource consultant for
recruitment and organizational development.
Negotiated with clients for commercial and
residential leasing of corporate-owned properties.
Oversaw the work of the Broker Manager to ensure
properties get leased or sold in a timely manner.
Double checked recommendations of Broker
Manager for contracts and helps prepare financials
(in coordination with accounting department) for
leasing of properties.
Leadership:
Volunteer Fundraiser, Operation Blessing
Foundation Philippines
2019 to date
Operation Blessing Foundation Philippines, Inc.
is the humanitarian arm of CBN Asia, the
producer of “The 700 Club Asia.” The
organization was established to reach out to
the most neglected and disadvantaged people
in the Philippines. As a volunteer fundraiser, I
help bring sponsors or even organize
outreaches in the poorest communities in the
Philippines
U.P. MBA ALUMNI SOCIETY, INC.
2019 to 2020, Board Secretary
Chairman, Outreach Committee
Chairman, Membership Committee
Chairman, Facilities Committee
2018 to 2019, Board Secretary
2012 to 2014, Trustee
Project Chair, Golf Tournament
Assistant Head, Choir Ministry Affairs
Music Ministry, Alabang New Life
2017 to date
•
•
•
Assists the Choir Ministry Affairs
head in keeping order among the
volunteer choir members that meet
every week. The active members
number around seventy (70), but
there are more than a hundred
volunteers for the music ministry.
Facilitates distribution and
accomplishment of records on
administrative matters. This is
done along with the other Choir
Managers.
Assigns volunteers every week to
handle, prepare, and distribute
food to the members for the
weekend church services.
Research and Communications
Researcher, Jaka Investments Corporation-
Office of the President
• Conducted research on subject matters assigned by the
President of the company.
▪ Assisted the real estate division of the company in their
research work in different regions (Visayas and
Mindanao) of the country.
Business Development
• Conducted research on different industries.
• Researched on the work of some government agencies
and government-owned and controlled corporations.
Freelance Writer
Academic Writer, 2005 to 2021
Content Writing, 2018 to 2019
Editor, 2014
Layout Editor, 2008
TV CONTINUITY WRITER, 1992 to 1993
•
•
•
•
Wrote documentaries that were shown on ABC 5 for a full
season (13 episodes);
Wrote client-specified documentary on a Taoist temple
and its charity work, shown on RPN 9 (1993)
Conducted background research for assigned topics for
each episode of the documentary.
Developed the storyline for special documentaries aired
on local television in the Philippines.
MMREM, 1992 to1994
•
•
Wrote personality profiles of Executives, athletes, and
other persons of interest. The articles were published in
a business magazine.
Worked closely with the editor on the selection of
subject, and in setting
up of appointment for interview and photoshoot of the
subject. In most cases, I had a free hand on whom to
write about.
Junior Project Officer, Johns Hopkins University
Department of Health Compound, Manila
Mar-Apr 1998
•
•
•
Project-based, the contract was just for one month (as
the financing being given by USAID was dependent on
who will win as President of the Philippines).
Assisted the Senior Project Officers in the training of
health officers in Baguio City.
Analyzed the results of the national survey conducted on
the
•
effectiveness of the family planning program of the
Department of Health of the Philippines
Wrote the final report for a national survey on the NCC
campaign 1997.
Researcher, University of the Philippines
Diliman, Quezon City
1993
• Involved in the evaluation of the KAVS study conducted
by UP.
• Reviewed the minutes of the meeting of the UP Board of
Regents from 1970 to 1993.