Windell T.
Junior Financial Solutions Associate
Open to offersNew to PlatformAbout
Windell T. is an experienced professional with a background in the insurance, business process outsourcing, and education industries in the Philippines. As a Financial Solutions Associate at AXA Philippines from March 2023 to April 2024, Windell carried out continuous lead generation, set appointments with clients, conducted financial needs analyses, and delivered customized solutions while strengthening customer relationships through after-sales service. At WNS Philippines, he supported internal logistics platforms and managed records, shipment coordination, and order processing, communicating with onshore teams in China to ensure proper documentation and container safety for overseas product shipments. Previously, as Marketing Staff at Southeast Asia Institute of Trade and Technology, Windell engaged with prospective students, handled inquiries, and participated in institutional support activities. He holds a Bachelor’s degree in Business Administration (Marketing Management) and is a Licensed Financial Executive.
Experience
Agent Associate
WNS Philippines · 2024 — 2026Processed customer product goods for shipment to various countries. Coordinated with the onshore team in China regarding bookings with incomplete documentation to ensure container and vessel safety. Monitored and tracked pending records for updates and compliance with documentation requirements.Financial Solutions Associate
AXA Philippines · 2023 — 2024Engaged in lead generation activities and arranged appointments via phone and in-person. Conducted financial needs analysis, offered tailored solutions, collaborated with bank partners for referrals, and enhanced customer relationships through after-sales servicing.Marketing Staff
South East Asia Institute of Trade and Technology · 2019 — 2020Delivered presentations to prospective students regarding various educational programs. Supported different educational institutions and assisted students during the enrollment process.
Skills & Expertise
Education
- Bachelors of Science in Business Administration Major in Marketing ManagementOur Lady of Fatima University · 2014 — 2018
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