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MARY E. — Mid-Level Business Counselor from Philippines

MARY E.

Mid-Level Business Counselor

Philippines No experience yet
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Mary E. is an accomplished professional with a comprehensive background in the fields of insurance, business development, and election operations. She is currently an Assistant Unit Manager at Pru Life UK, where she conducts client consultations, provides financial solutions, and ensures compliance with industry regulations. Her role also involves training new financial advisors and supporting management in achieving sales targets. Additionally, Mary serves as a Negosyo Center Business Counselor for the Department of Trade and Industry, delivering support and advisory services to Micro, Small, and Medium Enterprises (MSMEs), aiding their growth and competitive edge through data-driven insights and entrepreneurship programs. She has a history of facilitating efficient operations at the Commission on Elections, and extensive administrative experience from her tenure at Family Eye Wellness Center. Her academic credentials include a Bachelor of Arts in Social Sciences from the University of the Philippines - Baguio with a major in Economics and a minor in Political Science. Mary is adept in Microsoft Office Suite, Google Workspace, and data management, combining her technical skills with a passion for entrepreneurship and community outreach.

Experience

  • Assistant Unit Manager

    Pru Life UK · 2024 — Present
    Conducted consultations with clients, recommending suitable insurance and financial solutions. Assisted in managing client relationships and provided after-sales support. Ensured adherence to company policies and industry regulations while preparing reports and maintaining accurate records. Played a role in recruiting, training, and mentoring new financial advisors and supported the Unit Manager in reaching sales and performance targets.
  • Business Counselor

    Department of Trade and Industry · 2022 — Present
    Delivered a variety of business support services, including assistance with business registration, advisory services, and advocacy for Micro, Small, and Medium Enterprises (MSMEs). Analyzed and managed business data to offer relevant recommendations. Planned and executed entrepreneurship programs, training sessions, and initiatives aimed at enhancing the competitiveness of MSMEs. Monitored performance and processes to suggest improvements in productivity and service efficiency.
  • Election Job Order

    Commission on Elections · 2022 — 2022
    Provided administrative and clerical assistance for election operations, focusing on document processing, data encoding, and records management. Assisted in preparing election materials and coordinated with personnel to ensure efficient operations while supporting voters and stakeholders and maintaining confidentiality in records.
  • Election Job Order

    Commission on Elections · 2021 — 2021
    Handled clerical and administrative tasks for election operations, including document processing, data encoding, and managing records. Supported the preparation of election materials and worked with election personnel to facilitate smooth operations, offering help to voters while ensuring accurate record-keeping.
  • Administrative Officer

    Family Eye Wellness Center · 2020 — 2020
    Oversaw daily administrative operations, ensuring an efficient office workflow while accurately maintaining patient and clinic records. Processed and verified PhilHealth claims, checking patient eligibility and coordinating with representatives to resolve discrepancies. Prepared administrative reports in line with PhilHealth regulations and provided support to healthcare professionals and patients.

Skills & Expertise

Education

  • Bachelor of Arts in Social Sciences Major in Economics Minor in Political Science
    University of the Philippines - Baguio · — — 2018
  • Special Science Class
    Tayug National High School · — — 2014

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