Emmanuel A.
Mid-Level Financial Advisor / HR Training
Actively lookingNew to PlatformPortfolios
About
I am a results-oriented Sales, Business Development, Financial Advisory, and Client Relationship professional with 15+ years of experience in sales, customer service, administration, training, team supervision, and international operations.
I specialize in sales and business development, lead generation, client relationship management, customer service, social media management, appointment setting, and administrative support. I have extensive experience in prospecting, consultative selling, follow-ups, client needs analysis, relationship building, and developing business opportunities.
As a Financial Advisor and Business Development Professional, I work with individuals, families, professionals, and business owners to understand their needs and provide appropriate financial and protection solutions. I also develop leads through referrals, networking, social media, community engagement, and B2B outreach.
I have hands-on experience managing Facebook, Instagram, and LinkedIn content, including content planning, captions, campaigns, presentations, and lead-generation activities. I am comfortable using digital platforms to build brand visibility, engage prospects, and support business growth.
My previous experience also includes BPO customer service, HR and operations management, sales and distribution, administration, and community leadership. I have worked in both the Philippines and internationally, giving me the ability to communicate effectively with people from diverse cultures and backgrounds.
I am a BS Psychology graduate from Silliman University and a licensed Financial Advisor with strong skills in communication, problem-solving, organization, documentation, process coordination, coaching, and relationship management.
I am dependable, professional, highly adaptable, and committed to delivering quality work. I can work independently with minimal supervision while also collaborating effectively with teams.
I am open to opportunities in:
• Virtual Assistance
• Sales & Business Development
• Lead Generation
• Customer Service / Customer Success
• Account Management
• Appointment Setting
• Social Media Management
• Administrative Support
• Training & Coaching
• Insurance & Financial Services
My goal is to become a reliable long-term partner to clients and businesses by helping them improve customer relationships, generate opportunities, streamline operations, and achieve measurable results.
Why hire me
Employers should hire me because I bring 15+ years of diverse experience in sales, business development, customer service, administration, team leadership, and international operations. I am a proactive and results-oriented professional who can build strong client relationships, generate leads, handle customer concerns, manage administrative tasks, and support business growth. I am adaptable, organized, dependable, and comfortable working independently or as part of a team. My experience in social media management, prospecting, consultative selling, documentation, training, and client engagement allows me to contribute across different areas of a business. I don't just complete tasks—I take ownership, communicate effectively, solve problems, and look for ways to create value. I am committed to becoming a reliable long-term partner who helps clients and employers achieve their goals.
Experience
Sales and Marketing Associate
Protech, Inc. · 2023 — 2025Generated leads through online promotions and client visits, ensuring sales consistency by conducting regular marketing activities and committing to monthly sales targets.Social Media Manager
Ink Shared Solutions · 2020 — 2023As a Social Media Manager, I create engaging, audience-focused content that helps brands increase their online presence, build trust, and generate meaningful engagement. I manage content planning, graphic design using Canva, copywriting, scheduling, and community management to ensure a consistent and professional brand voice. With my Psychology background, I understand audience behavior and create content that connects with people while supporting business growth and marketing goals.Financial Advisor
Insular Life · 2022 — PresentI am a dedicated Financial Advisor actively promoting financial literacy and helping individuals make informed decisions about their future. I simplify financial concepts so clients can clearly understand the importance of protection, savings, investments, and long-term planning. My goal is to help people recognize that preparation today creates greater financial security, peace of mind, and opportunities for tomorrow.Sales Manager/Training Head
Fonehaus Timor Leste · 2016 — 2019Managed a sales team to achieve sales targets and provided ongoing training for sales agents, while opening new business opportunities by marketing products to local businesses.Human Resource Head
Kmanek Supermarket · 2013 — 2016Conducted recruitment and implemented company policies, handled staff training and development plans, and resolved employee issues and complaints.
Skills & Expertise
Education
- BS PsychologySilliman University · 1996 — 2000
Photos
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