Marianne A.
Junior Financial Advisor
Open to offersNew to PlatformAbout
Marianne A. is a versatile professional operating in both the financial advisory and sales sectors, currently a Financial Advisor at Sun Life of Canada Philippines and a Sales Officer 1 at Saint Peter Life Plan in Legazpi City, Albay. She leverages her expertise as a Registered Psychometrician and a Bachelor of Science in Psychology graduate from Ateneo de Naga University to excel in delivering client-oriented solutions. Marianne's robust training includes psychological counseling, first aid, student psychology, and the dynamics of workplace mental health. Her proficiency extends to client consultations, administrative support, and efficient coordination, backed by multiple certifications in insurance and financial planning. Marianne has been recognized as a top performer, earning the 2025 Top Rising Star accolade from Sun Life. Her background in developing mental health initiatives further underscores her commitment to psychological well-being and service excellence.
Experience
Sales Officer 1
Saint Peter Life Plan · 2026 — PresentGuided clients in selecting life plans and memorial service options, while clearly explaining policy details and addressing client concerns with a professional approach.Administrative Assistant
Barrios Kids Pool · 2023 — 2025Prepared reports, supervised on-the-job trainees, and coordinated various administrative tasks while supporting daily operations through effective communication and organization.Financial Advisor
Sun Life of Canada Philippines · 2025 — PresentConducted client consultations and recommended suitable financial protection plans, ensuring continuing client support with professionalism and confidentiality.
Skills & Expertise
Education
- Bachelor of Science in PsychologyAteneo de Naga University · — — 2023
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