LIZA BARCELONA
NEW WESTMINSTER,BC
Summary
Adept Financial Advisor with a proven track record at Sunlife of Canada, excelling in client relations and risk assessment. Mastered relationship building, securing long-term loyalty by tailoring solutions to individual needs. Achieved significant client base growth through personalized risk management strategies and a deep commitment to regulatory compliance.
I believe that this qualifications will help to qualify for the position I am applying for, with the help of training and services that requiring on this field I strongly believe everything will be possible. My goal and curiosity will help to adapt the newly environment and proving dedication enthusiasm, helping the community is beyond.
Thank you.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Sunlife of Canada
04.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Holistic Therapist
Self Employed ( Liza Barcelona )
09.2017 - 03.2022
- Facilitated workshops and seminars on various holistic
- Continuously updated knowledge in holistic therapies through attending conferences, workshops, and professional development courses.
- Educated clients on self-care techniques they could practice at home between appointments to enhance their overall wellbeing.
- Consistently met or exceeded revenue goals through effective marketing strategies and high-quality customer service.
Education
Associate of Science - Holistic Aromatherapy
Langara College
Vancouver, BC06.2015
Bachelor of Science - Bachelor of Science in Computer Science
Our Lady of Perpetual Succor College
Marikina City, Philippines03.2002
Skills
- Relationship building and management
- Client Relations
Languages
English
Full Professional
Tagalog, Filipino dialect
Professional Working
Driving experience. 45 years
I have acquired my first license in Manila Philippines when I was 19, years old.
Timeline
Financial Advisor
Sunlife of Canada
04.2023 - Current
Holistic Therapist
Self Employed ( Liza Barcelona )
09.2017 - 03.2022
Associate of Science - Holistic Aromatherapy
Langara College
Bachelor of Science - Bachelor of Science in Computer Science
Our Lady of Perpetual Succor College
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