Mid-Level Financial Sales Associate
Open to offersNew to PlatformCarlyle J. is a dedicated professional with experience in the financial services industry. Most recently serving as a Financial Sales Associate at HealthOz PTY LTD, Australia, Carlyle was instrumental in promoting financial products and services, assisting clients in choosing optimal financial solutions, and maintaining robust client relationships. This role emphasized sales, customer service, and advisory duties, where he adeptly met sales targets and handled client inquiries. Prior to that, Carlyle was an Account Officer at GM Bank of Luzon, Inc., Philippines, where he managed client accounts, ensured account accuracy, and coordinated with internal departments to support customer transactions and satisfaction. Carlyle holds a Bachelor's degree in Hotel and Restaurant Management from Wesleyan University-Philippines, demonstrating his adaptable and customer-focused approach. His proficiency with Microsoft Office, keen attention to detail, and problem-solving skills support his contributions to organizational growth.
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