Joanne Mae Palad, Exec. Unit Manager, Mdrt, Cia Email & Phone Number

San Pedro, Ph

Philippines

GAMA Silver LevelMDRT - 2020, 2021, 2022National Achievers Club for Managers

Alabang

Provides financial needs assessment, investment advise, education planning, insurance & retirement planning, keyman insurance, group insurance, mortgage redemption insurance, handling term and variable unit-linked products with the following credentials:Senior Achiever 2017Quality Circle 2017Senior Achiever 2018Life Club Pro 2019National Achiever 2019

Helps clients understand and achieve their financial goals through the ff:- Financial planning- Investment proposal and monitoring- Savings plan designing2023 Life Club Pro 21-stars Qualifier2022 3rd MDRT Membership2021 Elite National Achiever2019 Century Club & Star Club Qualifier

National Capital Region, Philippines

Member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Online

Identifies efficient meta tags and keywords for Search Engine Optimization and provides back-end support to the ff platforms:- Shopify- Lazada- Zalora- Beauty MNL- Magento- Blogspot- Movie/ Video Subtitle Transcriber

Ncr - National Capital Region, Philippines

Responsible for cultivating & nurturing new accounts, including profiling of company, identifying fleet requirements, determining employees with car plan benefits, schedule of re-fleeting cycle, current vehicles used, and purchase requirements/potentialAssists corporate partners/clients in their over-all vehicle requirementsResponsible for managing client relationship, as well as developing new business with assigned accounts

Handlig local marketing, sponsors, tie-up, events, corporate communication, comm campaign and graphic designs for the dealershipProviding assistance to the customers and handles complaintsProviding executive assistance to the Branch Manager Gathering and presenting market research reports

• Provided over-all assistance to the functional director of Marketing and Customer Relations• Engaged in various customer relations activities (Product launch, open house, customer care activities and other company events)• Involved in corporate social responsibility program (feeding program, games and activities for children in less fortunate schools)• Built tie-ups and sponsorships for the company• Provided assistance and conducts research activities (e.g. focus group discussion, mystery shopping) and collects, analyzes and interprets data from research activities• Consolidated customer feedback for analysis and interpretation and ensures all data are accurate• Monitored competitors’ and industry activities and current events

Rfp Certification, Finance And Financial Management Services

Registered Financial Planners Philippines is the premiere professional body of financial planners in the Philippines. RFP Philippines.

Bachelor Of Science In Business Administration, Major In Marketing And Advetising Management

Enrolled in AB Communication Arts for the first two years, then shifted to BSBA Marketing and Advertising Management.

High School Diploma, Highschool

Activities and Societies: Retro Dance Team (2003)