Kevin Alonte
North Hills
Summary
Accomplished Financial Advisor with a solid track record in financial services at AXA Philippines. Skilled in identifying client needs and developing comprehensive financial solutions that foster long-term relationships. Recognized for outstanding sales performance, having achieved prestigious travel incentives to international destinations. Committed to providing exceptional service and financial education, empowering clients to secure their financial goals.
Overview
7
7
years of professional experience
Work History
AXA Philippines Financial Advisor
AXA Phlippines
06.2014 - 10.2021
Results-driven Financial Advisor with 7 years of experience at AXA Philippines, specializing in providing comprehensive financial planning and investment strategies. Proven track record in building client relationships, achieving sales targets, and delivering exceptional service to enhance client financial health.
Professional Experience
Financial Advisor
- Developed personalized financial plans for clients, focusing on insurance, investment, and retirement solutions.
- Conducted comprehensive needs analyses to assess clients financial goals and risk tolerance.
- Built and maintained a strong client base through networking, referrals, and relationship management.
- Provided ongoing support and financial education to clients, ensuring they remained informed about their policies and market trends.
- Collaborated with a team of financial professionals to enhance service delivery and client satisfaction.
- Recognized for exceptional performance with travel incentives to Tokyo Japan, Barcelona Spain, Paris France and Amsterdam Netherlands along with local travel incentives.
Results-driven Financial Advisor with 7 years of experience at AXA Philippines, specializing in providing comprehensive financial planning and investment strategies. Proven track record in building client relationships, achieving sales targets, and delivering exceptional service to enhance client financial health.
Education
Bachelor of Science - Business Management
De La Salle Lipa
Philippines 03-2011
Skills
- Financial Planning & Analysis
- Client Relationship Management
- Sales Strategy Development
- Risk Assessment & Management
- Investment Portfolio Management
Timeline
AXA Philippines Financial Advisor
AXA Phlippines
06.2014 - 10.2021
Bachelor of Science - Business Management
De La Salle Lipa
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