Financial AdvisorFinancial Advisor
Roxanne
ID Verified$1,000
per month
($6/hour)
Profile Description
Proactive and detail-oriented professional with 6 years of experience as a Financial Advisor managing client portfolios, customer support, and administrative tasks. Skilled in using digital tools like Zoom, Calendly, CRM platforms, Google Workspace, and Canva to streamline operations and support client engagement. Experienced in social media content branding and online marketing. Adept at multitasking in fast-paced environments, providing reliable support, and learning new systems quickly.
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Sales & Business Development
Marketing & Growth
E-commerce & Marketplace
Design & Creative
Customer Success
AI & Automation
Data & Analytics
Work Experience
Financial Advisor
PRU LIFE UK
May 2019 - Present
Job Responsibilities:
Managed a client database of over 100+ individuals, ensuring accurate records, timely follow-ups, and organized documentation using CRM tools. Coordinated 100+ client meetings through tools like Zoom and Calendly, improving scheduling efficiency and reducing appointment conflicts. Handled end-to-end onboarding processes, from gathering documents to preparing proposals and summarizing financial p...
Research and Development Officer
Mister Donut Philippines
Nov 2011 - May 2018
Job Responsibilities:
Coordinated cross-department communication (R&D, production, purchasing, QA, marketing) to ensure smooth project timelines and product launches. Prepared technical documents, including product specifications, costing sheets, SOPs, and quality reports with high accuracy. Managed project timelines and updated trackers, ensuring all R&D tasks, tests, and approvals were completed on schedule. Organ...