JOEL ROSALES
APPOINTMENT SETTER | ADMIN SUPPORT
INTRODUCTION
CAREER PROGRESSION
Hi there! I consider myself that I'm
accurate, self motivated, hard
worker, and reliable. My passion is
to serve and help others with
excellence.
FINANCIAL ADVISOR
PROFESSIONAL SKILLS
Sales
Financial plan analysis
Research
MS Excel
Communication (Verbal & Written)
Detail Oriented
Time planning
Resourcefulness
Organize
Customer Relationship
Management
CONTACT DETAILS
Manulife Philippines,-
Developed and presented financial planning and investment seminars for clients and
prospects.
Created standardized reports that resulted in a better understanding of real-time
performance.
ACADEMIC BACKGROUND
IARFC
Registered Financial Consultant/Estate Planner (2017)
Developing financial plans to help clients achieve their long-term and short-term financial
goals.
Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
STI COLLEGE TANAUAN
Diploma in Computer Electronics and Technology (2011)
Number: -
Email:-Address: Filinvest Homes, Santo
Tomas, Batangas
MY INTERESTS
Reading books (general)
Researching
Communicating
Swimming
Tour
An active member of the Student Supreme Council.
Student Assistant working hand in hand in Computer Laboratory.
