Open to opportunities

Reden James Veloso Pascual

@redenjamesvelosopasc

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Proactive financial specialist skilled in client relations, sales support, and audit-driven operations.

Philippines

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What I'm looking for

I seek a client-facing role in finance or operations where I can apply sales, auditing, and reporting skills, grow professionally, and contribute to measurable targets.

I am a proactive financial specialist with hands-on experience engaging high-profile clients to promote investment and life insurance products, consistently meeting monthly targets while supporting bank operations and educating clients on related financial products. I previously worked in aftersales and audit roles where I managed inventory audits, CCTV monitoring, receipt and sales monitoring, and prepared monthly reports and presentations.

I bring strengths in sales support, client relations, seminar delivery, time management, negotiation, and critical thinking, gained across financial services and aftersales environments. I thrive on challenges, continuous growth, and contributing measurable results through disciplined processes and clear communication.

Experience

Work history, roles, and key accomplishments

Financial Specialist

AXA Philippines

Jan 2024 - Jan 2025 (1 year)

Engaged high-profile clients at PSBank to promote investment, life insurance, and health protection products, consistently meeting monthly sales targets and supporting bank staff on product offerings.

Client Engagement Sales Insurance products Cross Selling Relationship Management Banking Operations

After Sales / Audit Assistant

THM Distributors and Sales

Jan 2019 - Jan 2023 (4 years)

Managed inventory and receipt audits, monitored CCTV, prepared monthly reports and presentations, and supported sales/marketing onboarding and seminars to improve after-sales processes.

Reporting Sales Support Presentation