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Mhel A. — Junior Insurance Sales Advisor from Philippines

Mhel A.

Junior Insurance Sales Advisor

Philippines 1-2 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Mhel A. is a Financial Advisor formerly with AXA Philippines, where he established a strong track record in insurance sales and customer communication by managing client inquiries and follow-up activities. With a client-focused approach, he consistently met performance targets and significantly supported account management. During his tenure, Mhel excelled in building and maintaining client relationships by understanding their financial protection needs and recommending tailored insurance solutions. His proficiency in email communication and lead prospecting, combined with top rankings as a performer, showcases his capability in driving results. A significant achievement was maintaining a 94.91% collection-efficiency rate contributing to business growth initiatives. Mhel holds a Bachelor of Science in Tourism Management from National University and brings additional experience from roles in travel and government sectors, enhancing his skills in professional communication and administrative support.

Experience

  • Financial Executive / Financial Advisor

    AXA Philippines · 2024 — 2026
    Managed client inquiries and follow-up activities to build and maintain relationships with multiple prospects and accounts. Communicated with both prospective and existing clients to assess their financial protection needs and recommended suitable insurance solutions. Facilitated appointment setting by qualifying interested prospects and coordinating discussions with clients. Ensured accurate maintenance of client and sales information while addressing policy-related inquiries and service requests.
  • OJT – Office Support

    Department of Tourism · 2024 — Present
    Supported office activities in the Office of Tourism Standards and Regulations. Developed skills in document handling, attention to detail, coordination, and professional communication.
  • OJT - Travel Agency

    WORLD MASTERS INTERNATIONAL TRAVEL · 2022 — Present
    Assisted in customer-facing travel activities and supported the coordination of daily operations. Gained experience in client communication while working in a service-oriented environment.

Skills & Expertise

Education

  • Bachelor of Science in Tourism Management
    National University · 2020 — 2024
  • Accountancy, Business and Management
    Our Lady of Fatima University · 2018 — 2020

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