Gerald G.

Gerald G. is a dedicated professional with extensive experience as a Financial Advisor at Prulife UK, specializing in delivering personalized financial planning and solutions to meet diverse client needs. His role involves conducting financial needs analyses and presenting customized protection and savings plans, which are supported by his ability to generate leads through networking and client engagement activities. Gerald also has a strong background in office administration, evident from his adept skills in scheduling, documentation, and records management. Currently serving as a Healthcare Consultant – Sales Agent at Sarte Insurance Agency, he excels in client consultations and sales performance improvement through effective coordination with team members. Gerald's educational background includes a Bachelor of Science in Business Administration with a focus on Marketing Management from the Philippine School of Business Administration - Manila, along with a certification in Event Management Services, solidifying his capabilities in event and project management, leadership, and data entry.