John Christopher Reyes
Abu Dhabi
Summary
Driven professional with experience as primary point of escalation for high-level client questions, needs, wants and complaints. Passionate about delivering superior interactions with customers by hearing issues, requirements and requests to provide first-class customized solutions. Dedicated to identifying trends by analyzing customer records, purchases, inquiries and complaints to develop rapid solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Consultant
Nexus Insurance Brokers
12.2018 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Personal Financial Advisor
Pru Life UK
04.2018 - 05.2019
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Advised clients on portfolio allocation and various investment types.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
Education
Bachelor of Science - Aircraft Maintenance
MATS College of Technology
03.2018
Associate of Science - Aircraft Maintenance
MATS College of Technology
Davao City, Philippines03.2015
Skills
- Complaint Resolution
- Paperwork Processing
- Appointment Scheduling
- Data Collection
- Consultative Sales
- Scheduling
- Reading Comprehension
- Technical Support
Accomplishments
- Averaged 3 new business every month
- Effectively convinced clients on their wealth management
- Advised clients to save and convert their lifestyle to reach financial freedom
- Advised clients on clearing out their debts by adjusting expenses monthly
- Documented client's needs through a thorough financial review
Certification
- CII Award in Investment Planning by Charter Institute of UK
- Licensed aircraft mechanic (2016-2020)
Visa Type
Currently under Nexus Insurance Brokers
Personal Information
- Birthday: 27-03-1995
- Title: LICENSED AIRCRAFT MECHANIC (expired license)
- Nationality: Filipino
References
References will be provided upon request.
Languages
English
Upper intermediate (B2)
Timeline
Financial Consultant
Nexus Insurance Brokers
12.2018 - Current
Personal Financial Advisor
Pru Life UK
04.2018 - 05.2019
Bachelor of Science - Aircraft Maintenance
MATS College of Technology
Associate of Science - Aircraft Maintenance
MATS College of Technology
- CII Award in Investment Planning by Charter Institute of UK
- Licensed aircraft mechanic (2016-2020)
Similar Profiles
Lubega RichardLubega Richard
Receptionist Administrator at NEXUS INSURANCE BROKERSReceptionist Administrator at NEXUS INSURANCE BROKERS
Manudev SheoranManudev Sheoran
Financial Consultant at Nexus Insurance Brokers LLCFinancial Consultant at Nexus Insurance Brokers LLC
Cherian Panavila JohnCherian Panavila John
Head of Business-IFAs(Life, Health & Investment) at Continental Insurance Brokers LLCHead of Business-IFAs(Life, Health & Investment) at Continental Insurance Brokers LLC