Cherry Pie Diego
Summary
Result-driven professional who can work as part of a team and managed several priorities at any one time. Successfully established a reputation for consistently going beyond what is required to deliver quality service ensuring customer satisfaction; self-motivated with the ability to excel in a fast-paced environment and readily adapt to new challenges.
Overview
16
16
years of professional experience
1
1
Language
Work History
Life Insurance Agent
Sun Life Of Canada (Phils) Inc
11.2022 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
Bancassurance Financial Advisor
BDO Life Assurance Company Inc.
05.2018 - 01.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Instructor
UNIVERSITY OF THE CORDILLERAS
09.2015 - 06.2017
- Promoted a positive learning environment by establishing clear expectations and maintaining consistent classroom management techniques.
- Participated in professional development opportunities to stay current on educational trends and enhance teaching effectiveness.
- Prepared quizzes, tests and examinations to gauge how well students were learning.
Purchasing Staff cum Secretary
SAMYOUNG ELECTRONICS (PHILS) INC.
09.2014 - 03.2015
- Acted as Secretary to the President
- Liaised with clients, forwarders, and suppliers regarding purchase order and quotation.
Customer Service Supervisor
E-BIZ ONLINE SOLUTIONS
03.2013 - 08.2014
- Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
- Coached employees through day-to-day work and complex problems.
- Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
Customer Service Officer
PHILIPS ELECTRONICS (SINGAPORE) PTE LTD
02.2012 - 02.2013
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Demonstrated adaptability in handling diverse clientele, effectively addressing their unique needs and expectations.
Customer Service Associate
E-BIZ ONLINE SOLUTIONS - Baguio City, Philippines
05.2011 - 11.2011
- In-charge of screening and selecting applicants
- Generates daily, weekly, and monthly reports of the overall business transactions
- Check to ensure that appropriate changes were made to resolve customers' problems.
Sales Associate (Management Trainee)
VEEKO FASHION (SINGAPORE) PTE LTD
02.2010 - 02.2011
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanour and professionally managed issues in busy, high-stress situations.
Administrative Assistant
COLLEGE OF BUSINESS ADMINISTRATION
06.2008 - 09.2008
- Assisted the assigned supervisor in general clerical duties to include, but not limited to encoding, copying, filing, and PowerPoint presentations
- Answered telephones and transferred to appropriate staff member
- Distributed incoming correspondence.
Court Stenographer
REGIONAL TRIAL COURT, BAGUIO CITY
02.2008 - 04.2008
- Attended and taken court proceedings using pen and paper stenography
- Provided transcript of court proceedings to adviser (fulfilled course requirement).
Education
Bachelor of Science - Office Administration
UNIVERSITY OF THE CORDILLERAS
Baguio City, Philippines04.2011
Associate in Computer Office Administration -
UNIVERSITY OF THE CORDILLERAS
Baguio City, Philippines09.2008
Skills
- Customer Relationship Management (CRM)
- Customer Service
- Financial Planning
- Appointment Scheduling
- Administrative Support
- Records Management
- Data Entry
- Sales and Marketing
- Computer Proficiency
- Microsoft Office Suite
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Life Insurance Agent
Sun Life Of Canada (Phils) Inc
11.2022 - Current
Bancassurance Financial Advisor
BDO Life Assurance Company Inc.
05.2018 - 01.2022
Instructor
UNIVERSITY OF THE CORDILLERAS
09.2015 - 06.2017
Purchasing Staff cum Secretary
SAMYOUNG ELECTRONICS (PHILS) INC.
09.2014 - 03.2015
Customer Service Supervisor
E-BIZ ONLINE SOLUTIONS
03.2013 - 08.2014
Customer Service Officer
PHILIPS ELECTRONICS (SINGAPORE) PTE LTD
02.2012 - 02.2013
Customer Service Associate
E-BIZ ONLINE SOLUTIONS - Baguio City, Philippines
05.2011 - 11.2011
Sales Associate (Management Trainee)
VEEKO FASHION (SINGAPORE) PTE LTD
02.2010 - 02.2011
Administrative Assistant
COLLEGE OF BUSINESS ADMINISTRATION
06.2008 - 09.2008
Court Stenographer
REGIONAL TRIAL COURT, BAGUIO CITY
02.2008 - 04.2008
Bachelor of Science - Office Administration
UNIVERSITY OF THE CORDILLERAS
Associate in Computer Office Administration -
UNIVERSITY OF THE CORDILLERAS
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