Financial Wealth Planner | Funnel BuilderFinancial Wealth Planner | Funnel Builder
Philip
1,500/mo
Pasay City, Philippines
Looking for Full-time
8 hours/day
Availability: Asia timezone
$1,500
per month
($9/hour)
Member since October 2025
Profile Description
A Financial Wealth Planner with over three years of experience in financial consulting and protection planning. Alongside my finance career, I also create digital funnels to help businesses automate their client acquisition and marketing processes.
Top Skills
B2B Sales · 3 yearsB2C Sales · 3 yearsCold Calling · 3 yearsEmail Support · 3 yearsExcel (Advanced) · 3 years
Skills & Expertise
Skill Levels Explained:
• Beginner: <1 year
• Intermediate: 1-3 years
• Advanced: 3-5 years
• Expert: 5+ years
💡 Hover over any skill level to see exact years of experience
AI & Automation
Workflow AutomationBeginner
Content & Writing
CopywritingBeginner
Landing Page CopyBeginner
Email CopywritingBeginner
Customer Success
Email SupportAdvanced
Data & Analytics
Google Sheets (Advanced)Advanced
Excel (Advanced)Advanced
E-commerce & Marketplace
Facebook MarketplaceBeginner
TikTok ShopBeginner
Finance & Accounting
Financial AnalysisAdvanced
Marketing & Growth
Meta Ads (Facebook/Instagram)Beginner
TikTok AdsBeginner
Content MarketingBeginner
ChatGPT for MarketingBeginner
Content StrategyBeginner
Community ManagementBeginner
ThreadsBeginner
Facebook Business ManagerBeginner
Sales & Business Development
B2B SalesAdvanced
B2C SalesAdvanced
Lead GenerationAdvanced
Cold CallingAdvanced
Proposal WritingAdvanced
Sales PresentationsAdvanced
Sales Funnel ManagementBeginner
Quick Stats
Age28 years
English LevelConversational
ID VerificationNot verified