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Micca Perida Financial Advisor

Philippines

Objectives

Looking for a position that  is a very challenging and working environment where I can apply the skills, knowledge and attitude that I possessed from my experiences.

Education

University of Cebu

2009- 2015

Bachelors in Arts in Psychology

SEMINAR ATTENDED

BOSH Training  (Basic Occupational Safety and Health Training)

DOLE- Regional Office No.VII

April 4-8 2016

JSU- PSU Mariner’s Court

Pier 1, Port Area, Cebu City

Facets of HR

September 2015

Labor Employment for Graduating Students

September 2015

ACTIVITIES ATTENDED

Psychological Society Officer 2014- 2015

Treasurer

Team Building Activity

October 2014

Psychological Society Team Building

Organizer

Graduating Batch Officer 2015- 2016

Treasurer

ON-THE JOB TRAINING

Education Setting

University Of Cebu

High School Guidance

OJT

Industrial Setting

Grand Placement & Gen. Services Corp.

Employment Agency for Overseas

OJT

Experience

Financial Advisor l BDO Life Assurance Company Inc.

October 3, 2016- Present

Provide financial planning support to clients.
Support investment professionals to cultivate client relationships.
A financial advisor helps customers in a life insurance company figure out how much insurance they can afford, as well as how much coverage they need to ensure their loved ones will be cared for upon their death.
Deliver personalized investment solutions to help clients work toward their long-term financial goals.

Administrative Assistant l Elementz Interactive Inc.

March 1, 2016 – September 1, 2016

Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
Manage calendar for Managing Director
Assist in resolving any administrative problems
Run company’s errands to post office and office supply store
Schedule and coordinate meetings, appointments and travel arrangements for Managers
Maintain office supplies for department.

Customer Service Representative | Direct Response Marketing and Training Solutions Inc.

May 2014 – February 2016

Attracts potential customers by answering product and service questions; suggesting information about other products and services.
Resolves product or service problems by clarifying the customer’s complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
Recommends potential products or services to management by collecting customer information and analyzing customer needs.

Contributes to team effort by accomplishing related results as needed.
Identify and assess customers’ needs to achieve satisfaction.

Sales Representative | Direct Response Marketing and Training Solutions Inc.

May 2011- May 2014

Develop and update knowledge on there own products and the products of their competitors.
Proven skills, knowledge and attitude during critical situation.
Present and sell company products and services to current and potential clients.
Selling the company’s products and services and provide product or service information to assist customers in making a decision about a product to buy.

Education

April 2013- January 2016 Customer Service Representative, Sales Representative at University of Cebu

Provide customer needa and queries.

Sales Representative
– offers services to clients

Experience

October 2016- Current Financial Advisor at BDO Life Assurance Company, Inc.

Provides clients financial needs and life insurances to clients.