Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Additional Information
Generic

MARIA HAZEL ANNE YAGONIA

Calgary,Canada

Summary

Results-driven financial advisor with over 8 years of diverse experience in insurance, sales, and customer service across Canada, the UAE, and the Philippines. Demonstrated expertise in managing complex financial planning projects, cultivating strong client relationships, and consistently exceeding sales targets. Recognized for exceptional leadership, effective communication, and innovative problem-solving abilities in dynamic, client-focused environments. Committed to delivering tailored financial solutions that drive client success and satisfaction.

Overview

14
14
years of professional experience

Work History

Insurance Agent (Independent Agent)

Greatway Financial
02.2025 - Current
  • Assessed individual and business client needs for insurance and retirement planning.
  • Researched and compared offerings from multiple providers to provide tailored life, illness, travel, disability, and business protection policies.
  • Presented clear policy explanations, facilitated decision-making, and effectively addressed client concerns.
  • Built and maintained long-term client relationships through regular policy reviews and claims assistance.
  • Ensured strict adherence to provincial and federal insurance regulatory standards.
  • Monitored product developments and market trends to deliver current, competitive recommendations.

Administrative Assistant

Garage111 Performance LTD.
06.2023 - 08.2024
  • Schedule and confirm appointments.
  • Answer telephone calls and relay messages, and respond to email inquiries.
  • Compile data, statistics, and various kinds of information.
  • Oversee the preparation of reports for management.
  • Advise senior management on administrative and coordination matters.
  • Order and maintain office supplies and inventory.
  • Greet visitors and direct them to the appropriate contacts or areas.
  • Type and proofread correspondence, forms, and other documents.
  • Perform data entry tasks.
  • Assign, coordinate, and review projects and programs.

Senior Financial Solutions Consultant (Bancassurance)

FWD Life Insurance Company
07.2016 - 06.2019
  • Delivered customized financial solutions to clients within Security Bank branches.
  • Conducted sales presentations and public engagements to boost brand awareness.
  • Processed payments, managed accounts, and implemented a financial reporting system in Excel to improve workflow efficiency.
  • Performed accounting functions including journal entries, online transfers, and payment plans using QuickBooks.
  • Prepared monthly sales forecasts and ensured compliance with financial reporting standards.

Financial Advisor

Takaful Emarat Life Insurance
03.2015 - 06.2016
  • Educated individuals and families on insurance policies and benefits through group and in-home presentations.
  • Met and exceeded production and accuracy goals, leveraging networking and lead generation strategies.
  • Handled billing, account setup, and collections; resolved customer payment issues with tact and accuracy.
  • Improved financial reporting delivery through a custom Excel system; performed journal entries using QuickBooks.

Financial Solution Executive (Bancassurance)

AXA Philippines
03.2013 - 07.2014
  • Identified and approached bank clients to offer tailored life insurance, investment, and protection solutions.
  • Conducted financial needs analysis to match clients with appropriate AXA products.
  • Processed applications and ensured compliance with documentation requirements.
  • Delivered excellent after-sales service, including policy reviews and claims assistance.
  • Built strong relationships with bank staff to generate leads and referrals.
  • Participated in regular training sessions to maintain product knowledge and sales effectiveness.
  • Monitored daily activities and submitted performance reports to branch and AXA management.

Corporate Sales Support Assistant

Polyflex Industries (URATEX)
05.2011 - 01.2013
  • Prepared audit reports and sales data for merchandising and showroom performance.
  • Coordinated booth setups for events including budgeting, stock planning, and manpower management.
  • Handled online and phone inquiries, customer orders, and managed pricing and discount systems.
  • Assisted corporate accounting operations including AP/AR support.

Education

Bachelor’s Degree - Business Administration, Marketing Management

La Consolacion College Manila

Office Administration Executive - undefined

Aquinas College Calgary Alberta

Skills

  • Financial planning & client advisory
  • Insurance product sales
  • Customer service excellence
  • Accounts receivable/payable
  • Report generation & data analysis
  • QuickBooks & Excel proficiency
  • Sales presentations & lead generation
  • Policy processing & renewals

Accomplishments

2018 Chairman's Award FSC of the Year

2017 president's award


Additional Information

Languages: English (Fluent), Filipino (Native)

Timeline

Insurance Agent (Independent Agent)

Greatway Financial
02.2025 - Current

Administrative Assistant

Garage111 Performance LTD.
06.2023 - 08.2024

Senior Financial Solutions Consultant (Bancassurance)

FWD Life Insurance Company
07.2016 - 06.2019

Financial Advisor

Takaful Emarat Life Insurance
03.2015 - 06.2016

Financial Solution Executive (Bancassurance)

AXA Philippines
03.2013 - 07.2014

Corporate Sales Support Assistant

Polyflex Industries (URATEX)
05.2011 - 01.2013

Office Administration Executive - undefined

Aquinas College Calgary Alberta

Bachelor’s Degree - Business Administration, Marketing Management

La Consolacion College Manila

Additional Information

  • Software: QuickBooks, Microsoft Excel, MS Office Suite
  • Eligible to work in Canada

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MARIA HAZEL ANNE YAGONIA