Open to opportunities

Jao Nasis

@jaonasis

Message

Dedicated financial advisor with a strong background in education.

Philippines

Message

What I'm looking for

I seek a role that fosters growth and allows me to utilize my financial expertise while contributing to a collaborative team environment.

I am a passionate financial advisor currently working with Manulife Philippines, where I leverage my extensive experience in the financial sector to provide clients with tailored financial solutions. My journey began in education as a secondary school teacher, where I honed my communication and leadership skills, which are essential in my current role.

Throughout my career, I have achieved significant milestones, including being recognized as a Million Dollar Round Table (MDRT) member in 2022 and 2023. My commitment to excellence is reflected in my work, as I strive to empower clients to make informed financial decisions. I believe in continuous learning and development, which has driven my success in the financial advisory field.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisor

Current

Manulife Philippines

Jan 2024 - Present (1 year 6 months)

Provided comprehensive financial planning and investment advice to clients. Developed tailored strategies to help individuals achieve their financial objectives.

Financial Planning Client Relationship Management Sales Risk Management Portfolio Management Financial Analysis Communication

Executive Financial Advisor

AXA Philippines

Jan 2021 - Dec 2024 (3 years 11 months)

Achieved top-tier performance as an Executive Financial Advisor, recognized by MDRT and COT. Provided expert financial guidance and built strong client relationships.

Financial Advisor Wealth Management Sales Strategy Financial Analysis Negotiation Relationship Building

Secondary School Teacher

Keys School Manila

Jan 2022 - Dec 2024 (2 years 11 months)

Delivered engaging lessons and managed classroom activities for secondary school students. Developed and implemented curriculum to foster academic growth and positive learning environments.

Classroom Management Curriculum Development Zoom Communication Mentoring

Executive Financial Advisor

AXA Philippines

Oct 2021 - May 2024 (2 years 7 months)

Salesperson role focused on selling life and health insurance.

Financial Executive

PSBANK, AXA Philippines

Jan 2017 - Dec 2018 (1 year 11 months)

Managed financial operations and advised on financial products in a collaborative role between PSBANK and AXA Philippines. Contributed to strategic financial planning and enhanced client service.

Financial Operations Banking Financial Products Financial Reporting Client Services Strategic Planning Data Analysis Risk Assessment Collaboration

Varsity Office Assistant

University of the Philippines

Jan 2016 - Dec 2017 (1 year 11 months)

Provided administrative and logistical support to the UP Diliman Varsity Office. Assisted with daily operations, record keeping, and coordination for athletic programs.

Administrative Support Office Management Data Entry Scheduling Communication MS Office Event Coordination Record keeping

Assistant to Varsity Director

University of the Philippines

Jan 2015 - Dec 2016 (1 year 11 months)

Provided direct administrative and logistical support to the Varsity Director and key personnel. Facilitated smooth operations and communications within the varsity department.

Administrative Support Logistics Communication Scheduling MS Office Stakeholder Management

Event Assistant Director

Phil-Bike Convention Inc.

Jan 2015 - Dec 2016 (1 year 11 months)

Assisted in the planning and execution of large-scale events, ensuring successful delivery and participant satisfaction. Coordinated logistics, vendors, and on-site operations.

Event Planning Event Management Logistics Coordination Vendor Management Project Coordination Communication Team Collaboration Budget Management

Education

Degrees, certifications, and relevant coursework

University of the Philippines

Bachelor of Sports Science, Sports Science

Activities and societies: UP Diliman Varsity Office Assistant, Event Assistant Director for Phil-Bike Convention Inc.

Undertook a comprehensive curriculum focusing on sports science principles. Gained expertise in various aspects of sports, including training methodologies and athletic performance.