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Sammia Prestoza

@sammiaprestoza

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Outgoing supervisor and licensed financial advisor focused on boosting productivity and client financial outcomes.

Philippines

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What I'm looking for

I'm generally looking for a place where I can utilize my attention to detail, organizational skills, and ability to manage tasks efficiently, while also having opportunities for continuous learning and professional growth.

I am an outgoing supervisor and licensed financial advisor with extensive experience in staff supervision, customer service, direct selling, and financial planning. I have a track record of streamlining processes, training employees, resolving customer complaints, and improving sales procedures using client feedback.

Across roles in financial advising, branch supervision, property custodianship, and real estate sales, I have led teams, enforced compliance, managed cash handling and operations, and conducted client financial reviews to develop tailored insurance solutions. I bring strong communication skills, practical operational experience, and a commitment to customer-focused results.

Experience

Work history, roles, and key accomplishments

Current

Licensed Financial Advisor

Current

Crown Summit Life Insurance Agency

Jul 2024 - Present (2 years)

Conduct cold outreach and client meetings to develop financial plans, identify client risk profiles and present Prulife UK products; perform financial reviews for existing clients to retain and grow business.

Financial Planning Presentation Client Relationship Management Sales Customer Service

Branch Supervisor

Lucky 8 Star Quest Inc

Oct 2021 - May 2022 (7 months)

Managed tellers and gaming staff, enforced compliance with gaming regulations, oversaw cash handling and equipment maintenance, and resolved customer issues to ensure secure, efficient branch operations.

Staff Supervision Cash Handling Regulatory Compliance Customer Service Operations Management Training Development

Property Custodian

Cristina Isabelo

Jun 2007 - Dec 2021 (14 years 6 months)

Maintained and safeguarded property assets over a 14-year tenure, coordinating upkeep and ensuring security and operational readiness of facilities.

Property Maintenance Asset Management Record keeping

Real Estate Salesperson

Picar Development Inc

Mar 2010 - Feb 2011 (11 months)

Performed direct real estate sales activities, engaging clients, conducting property showings and closing transactions to meet sales targets during tenure.

Real Estate Sales Negotiation Customer Service Microsoft Office 365