DIANNE ALFONSO

My role involves ensuring the efficiency and productivity of the Senior Financial Planner I am supporting through:

• Managing proper documentation, safeguard confidential information, and maintain a secure record for clients.
• Organizing daily calendar and scheduling appointments.
• Contributing to sales growth through product introductions and providing excellent customer service by assisting clients with account navigation and addressing financial inquiries.

I successfully marketed and sold insurance and investment plans to both individual clients and businesses. My responsibilities included:

• Conducting consultations and presentations tailored to meet the specific needs of clients.
• Formulating and implementing comprehensive marketing strategies to generate sales.

My notable achievements performing this role are:

• Financial planning seminars, such as '7 Steps to Money for Life,' '10 Facts About Money,' and 'Budgeting Skills You Need to Know.' These seminars garnered significant success and received positive reviews from attendees.
• Receiving company and team recognition such as Advisor of the Month and Fast Track Qualifier multiple times.

• Crafted the menu and product designs, showcasing my creative capabilities and commitment to delivering a polished and quality products.
• Promoted business on social media platforms to maximize brand identity and generate revenue.
• Managed operations budgeting, product inventory and cash flow.

RTAMSI is a Life and Non-life Insurance Brokerage company, my role included:

• Effectively managed the day-to-day schedules of the CEO and CFO - that includes meeting and travel arrangement.
• Prepared presentation and reports and organized confidential company documents.
• Played a key role in maintaining budget compliance during the organization of company events and activities through cultivating positive relationships with vendors.

Among my achievement performing this role:

• Created and implemented a formulated excel document to monitor client information, ensuring streamlined management of medical schedules, birthdays, and special events. Including systematic approach in physical document filing.
• Provided valuable assistance to our international brokerage partner by orchestrating a successful partner meeting event in Hong Kong. This included coordinating hotel bookings, managing food catering, and overseeing the distribution of tokens.

• Managed client inquiries and maintained up-to-date client records.
• Reported directly to the owner, my responsibilities extended to addressing both personal and official needs, including meetings, events, and travel appointments.
• Managed less than 10 employees payroll and benefits.

A significant achievement during my tenure involved:

• Implementation of an automated notification system for client's account renewals and birthdays. This thoughtful gesture, which included greetings and gifts, significantly enhanced customer relations and resulted in a remarkable 50 percent increase in sales.
• Restructured and implemented a systematic filing system, encompassing both electronic and hard copies, to facilitate efficient navigation and retrieval of client files.