EXPERIENCE
2018
JUNIOR ASSISTANT MANAGER
BDO Insurance Brokers Inc.| July 2017-September 2018
Preparation of required documentations such as renewal
advice, quotation slip, proposal form, placement slip and
cover note. Review of policies issued by Insurance
Companies.
2017
LAARNI
MANALO
FINANCIAL CONSULTANT /
ADMINISTRATIVE AND
CUSTOMER SERVICE
REGISTERED FINANCIAL CONSULTANT
The Insular Life Assurance Ltd. Co | Feb 2013-June 2017
Provide clients with advice on financial matters, making
recommendations on ways to best utilize their money.
Conducting in-depth reviews of clients’ financial
circumstances, current provision and future aims;
analyzing information and preparing plans best suited to
individual clients’ requirements; Completing risk
analyses.
Designing financial strategies assisting clients to make
informed decisions.
Contacting clients with news of new financial products or
changes to legislation that may affect their savings and
investments; Meeting the regulatory aspects of the role,
e.g. requirements for disclosure, costs of the services
provided and also the advised products.
2012
PROFILE
I am an experienced Financial
Consultant and Customer
Service Specialist seeking a fulltime position in the digital
platform where I can apply my
knowledge and skills for
continuous improvement.
CUSTOMER SERVICE ASSOCIATE
BPI Family Savings | July 2011- September 2012
Responds to client’s inquiries and concerns and endorses
client’s specific concerns to Branch Officers/Associates
in an orderly manner.
Processes, encodes and balances all financial
transactions of the branch.
Accepts posts and pays Peso CA/SA
encashment/withdrawals. To establish the identity of the
payee of the check encashment or representatives
stated on the withdrawal slip.
CONTACT
--
EDUCATION
BACHELOR DEGREE IN BUSINESS ADMINISTRATION
MAJOR IN BANKING AND FINANCE
Adamson University |-
SEMINARS & TRAININGS ATTENDED
4 DISCIPLINES OF EXECUTION
PRODUCT POSITIONING
BDO Corporate Center Ortigas
July 16, 2018
The Insular Life Assurance Co., Ltd.
Insular Life Bldg., Makati City, Philippines
February 2013
SALES MASTERY SERIES
Makati Sports Club- Makati City, Philippines
AIM Acceed-Makati City, Philippines
July 23, August 7, August 20, September 3, 2015
REGISTERED FINANCIAL
CONSULTANT
CONVERSION COURSE
International Association of Registered
Financial Consultant (IARFC)
Giles Hotel – Makati City, Philippines
July 21 – 23, 28 – 29, 2014
MILLION DOLLAR ROUND TABLE
(MDRT)
EXPERIENCE CONVENTION
NEW GENERATION
COUNTERFEIT DETECTION
SIGNATURE VERIFICATION
ANTI-MONEY LAUNDERING ACT
Bank of Philippine Islands
Ayala Avenue, Makati City Philippines
July 2011
TOTAL CUSTOMER SATISFACTION
United Coconut Planters Bank
Makati Avenue, Makati City Philippines
January 2009
SECURITY AND BANK FRAUDS
Kuala Lumpur Convention Centre
Kuala Lumpur, Malaysia
February 13-15, 2014
United Coconut Planters Bank
Makati Avenue, Makati City Philippines
January 2009
FINANCIAL ADVISORS PROGRAM
RISK MANAGEMENT
The Insular Life Assurance Co., Ltd.
Insular Life Bldg., Makati City, Philippines
February 2013
United Coconut Planters Bank
Makati Avenue, Makati City Philippines
January 2009
SKILLS
Financial Planning
Insurance Policy Analysis
Contract Negotiation
Investment Research
Marketing and Sales
Risk Management
Financial Management
Bank Reconciliation
Investment Banking
