DGDarcy Guevarra
@darcyguevarra
Dedicated financial advisor with extensive customer service experience.
PhilippinesWhat I'm looking for
I am a dedicated professional with over 10 years of experience in customer service and virtual assistance, currently working as a Financial Advisor and Insurance Agent. My journey has been marked by a commitment to providing tailored insurance and investment solutions, achieving sales targets, and maintaining long-term client relationships. I thrive in fast-paced environments and am always eager to learn new tools and workflows.
In my previous roles, I have developed strong skills in project scheduling, administrative support, and customer relationship management. I have successfully coordinated with project managers and suppliers to ensure project timelines are met, while also assisting mortgage teams with loan processing and documentation. My adaptability and attention to detail have been key to my success in these roles.
Experience
Work history, roles, and key accomplishments
Financial Advisor / Insurance Agent
Prulife UK
Sep 2017 - Present (7 years 11 months)
Provided tailored insurance and investment solutions through client consultations and financial needs assessments. Achieved sales targets by prospecting, presenting products, and maintaining long-term client relationships.
Plumbing Team Dispatcher
AW Mechanical Corp
Aug 2022 - Mar 2024 (1 year 7 months)
Assisted technicians in creating jobs, quotes, and invoices. Adjusted the technicians' daily schedule.
Mortgage Lending - Processing Assistant
Brivity VA
Dec 2020 - Jun 2022 (1 year 6 months)
Assisted Closing Specialists and Mortgage Analysts in drafting Loan Approval conditions. Supported the mortgage lending process by ensuring all necessary documentation was in order.
Property Management Admin Assistant
Prosource Global BPO Inc.
Aug 2019 - Feb 2020 (6 months)
Provided comprehensive administrative support and tasks for a Real Estate company in Australia. Managed various office functions to ensure smooth operations and client satisfaction.
General Administrator
Acquire Asia Pacific
Mar 2017 - Aug 2019 (2 years 5 months)
Handled financial tasks such as invoicing and receipting purchase orders (PO). Performed monthly and statement checking to ensure accuracy.
Customer Relationship Specialist
Concentrix BPO
Sep 2013 - Feb 2017 (3 years 5 months)
Handled customer emails ranging from product inquiries to customer complaints through email and phone. Provided effective solutions and maintained high customer satisfaction.
Education
Degrees, certifications, and relevant coursework
University of the East Manila
Bachelor of Science, Information Technology
2011 - 2012
Focused on the fundamentals of programming and information technology. Gained knowledge in various programming languages and IT systems.
Tech stack
Software and tools used professionally
Availability
Location
PhilippinesAuthorized to work in
Job categories
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