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Apple G. — Mid-Level Financial Advisor from Philippines

Apple G.

Mid-Level Financial Advisor

Philippines 3-6 years 2000 - 3000 USD per month
Actively lookingNew to Platform
Languages
EnglishTagalog
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About

Apple Grace C. is an experienced professional with a background in customer support, operations, and client relations across insurance, publishing, construction, and payroll industries. As a Scheduling Assistant at Everseal Basement, she managed client appointments and supported executive operations remotely in Illinois. At PRU LIFE UK, she advised clients in the Philippines on achieving financial goals through financial planning and investment solutions. Her work as Editorial Staff at California Business Journal involved coordinating the publishing process and maintaining editorial standards. Additionally, she handled payroll management for The Bridge Company in Kuwait, ensuring timely salary disbursement and record reconciliation. Apple Grace C. holds a Bachelor of Science in Social Work, graduating magna cum laude from Misamis University.

Experience

  • Financial Advisor

    PRU LIFE UK · 2021 — 2025
    Assisted clients in reaching their financial objectives by delivering customized insurance and investment solutions. Fostered trust through proactive guidance, clear communication, and tailored follow-ups to enhance client relationships and engagement.
  • Scheduling Assistant

    Everseal Basement · 2023 — 2024
    Managed client appointments utilizing inbound and outbound calls, ensuring effective communication and punctual scheduling. Organized and streamlined calendars to enhance workflow and collaborated directly with the CEO for daily operational support.
  • Editorial Staff

    California Business Journal · 2018 — 2021
    Oversaw the complete publishing process, involving content formatting, scheduling, and preparation for release. Worked closely with the CEO to ensure that all material was consistent with the company’s objectives while adhering to rigorous editorial standards.
  • Payroll Officer

    The Bridge Company · 2018 — 2018
    Handled comprehensive payroll operations, guaranteeing the accurate and timely payment of employee salaries. Reconciled payroll documentation, managed deductions and benefits, and responded to employee inquiries with clarity and professionalism.

Skills & Expertise

Education

  • Bachelor of Science in Social Work
    Misamis University · 2011 — 2015

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