Open to opportunities

Nelson Trinidad

@nelsontrinidad

Message

Experienced financial advisor and data analyst delivering client-focused business solutions.

Philippines

Message

What I'm looking for

I seek roles where I can apply financial advisory and data analysis skills to drive client success, exceed targets, and grow professionally in a collaborative, client-focused environment.

I am a results-driven financial advisor and data analyst with over 15 years of experience in financial advisory, sales, and data-driven decision making. I combine strong analytical skills with client-focused communication to exceed targets and build lasting relationships.

Throughout my career I have delivered tailored life insurance solutions, analyzed customer and industry trends to improve service, and closed high-value accounts through consultative selling. I have a proven track record of improving customer experience and consistently surpassing sales goals.

I hold a Bachelor of Science in Accountancy and have completed a CPA refresher course; I am highly adaptable, proficient in Microsoft Office, and committed to delivering measurable business impact through insight-driven strategies and exceptional client service.

Experience

Work history, roles, and key accomplishments

Financial Advisor

Sun Life of Canada Phils, Inc.

Oct 2017 - Jul 2025 (7 years 9 months)

Educated clients on financial literacy, conducted needs analyses, and delivered tailored life insurance solutions while building long-term client relationships and ensuring lifetime service.

Financial Advisory Needs Analysis Sales CRM Relationship Management Microsoft Excel

Data Analyst

Keywords Studios

Sep 2018 - Jun 2019 (9 months)

Categorized incoming support emails and performed daily analyses of gaming trends and issues to improve customer experience and support efficiency.

Data Analysis Trend Analysis Reporting SQL Excel Customer Experience

Sales Account Executive

OSRP, LLC

Jul 2010 - Sep 2018 (8 years 2 months)

Identified market opportunities and closed high-value accounts through consultative selling, consistently exceeding sales targets and maintaining exceptional customer satisfaction.

Consultative Selling Account Management Negotiation Sales Strategy CRM Prospecting