Juan Fernandez

Build multi-step GoHighLevel funnels using landing pages, quizzes, forms, personalized result pages, calendars, and thank-you pages. Configure CRM pipelines, opportunity stages, email nurture sequences, and workflow automation. Translate business requirements into clear customer journeys, guiding prospects from initial inquiry through booking and follow-up. Test pages, forms, links, calendars, tri

Conduct financial discovery conversations, prepare tailored recommendations, and manage ongoing client relationships through CRM systems and structured follow-up. Built and operate a GoHighLevel system for lead generation, qualification, appointment booking, pipeline tracking, and email nurturing. Maintain relationships with long-standing clients while directing policy-specific service requests th

Trained and guided financial advisors across the complete client-acquisition process, from lead sourcing and discovery to presentation, follow-up, and aftersales. Coached advisors on sales practices, client management, and digital prospecting while creating email newsletters to support client engagement.

Recruited and onboarded new financial consultants, then guided them through prospecting, client discovery, financial-plan preparation, presentation, and follow-up. Continued managing a personal financial-planning practice while supporting the unit’s recruitment and advisor-development activities.

Conducted discovery calls, developed personalized financial plans, and presented suitable solutions based on each client’s needs and priorities. Used social media and paid advertising to generate leads, then managed the complete client journey through CRM tracking, follow-ups, SMS reminders, policy delivery, and aftersales service.

Performed backend and functional manual testing for enterprise applications supporting one of the Philippines’ largest telecommunications companies. Created and executed test scenarios, validated data using Oracle Database, documented defects, and retested resolved issues before release.