Jao Nasis
@jaonasis
Dedicated financial advisor with a strong background in education.
What I'm looking for
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
Financial Advisor
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.
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.
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.
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.
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.
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.
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.
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.
University of the Philippines Integrated School
Secondary School Diploma, General Studies
Completed secondary education with a focus on academic development. Engaged in various school activities and prepared for higher education.
University of the Philippines Integrated School
Primary School Certificate, General Studies
Completed primary education, building foundational knowledge and skills. Participated in early academic and social development programs.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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