Joyce Rodriguez Email & Phone Number

Iba, Zambales

• Helping families secure their future thru sound financial planning, while sharing career opportunity• Analyze clients’ overall financial picture, assess their needs, and tailor-fit proposals that will help them make informed decisions to best utilize their money and achieve their financial goals• Policy Delivery; Policy Updates (Premium Dues, Current Fund Value, Coverage, and GIO offers); Annual Policy Review• Stay updated on the industry, financial options, medical & non-medical underwriting guidelines and requirements• Compliance with the laws, I.C. guidelines and regulations • Consistent National Achiever’s Club, Top Financial Advisor, Top Business Builder, and Top Lives Insured, Life Club Member (2022-Present); Protection Drive Qualifier at Dubai UAE; and Pru Service Mark Awardee (2023)

Melbourne, Victoria, Australia

• Designing and maintaining database & business operation templates for efficient storage and retrieval• Collating, processing, and transferring raw data into a new set-up for efficient monitoring, interpretation, and analysis• Collaborate with cross-functional teams to identify data requirements and develop formulas & built-in functions to automate data collection, implement data validation to ensure data accuracy, and reliability of analysis

San Fernando, Pampanga

• Database Management and Data Analysis of the entire Central & North Luzon Area• Generates and consolidates comparative sales and analytics data from systems (OSB/SAP and DIS) • Monitors daily, weekly, and monthly: withdrawal, inventory, and sales to trade per Accounts Specialist/Dealer to assist the Sales team in the achieving their respective targets • Processing and analyzing data from internal and external sources, competitor activity, customer and market trends to provide valuable recommendations to optimize sales activities and improve trade efficiencies• Coordinate with all Region S.I. Assistants across CNLA to provide coherent reports and prepare monthly presentation for Management’s Operations Review• Effective collaboration with the Sales, Marketing, Logistics, Finance, and Plant Production (eg. sales performance, stock movements, inventories, collateral, AR, promotional activities) which are critical to sales operations• Sales forecasting of future growth and trends through historical data, competitive analysis, and other relevant indicators • Contributes to Annual Budgeting which involves both short-term and long-term planning process, provide in-depth analysis to come up with optimum volume projections for the next five years; Gather and analyze relevant information material to be used as basis of projection

Davao, Davao Region, Philippines

– Conducting surveys and interviews to rural areas– Facilitates, Organizes and Implements Events, cluster meetings and trainings which includes preparing necessary logistic arrangement; sending communications; and commencing coordination among members– Documents minutes of the meetings; ensure post-activity reports

(Project-based) Conducting research and fieldwork activities to collect data and perform qualitative and quantitative analysis to support project study

• Monitors the entire operation of the Packing Plant (from harvesting to packing)• Inspection of products from farm to delivery based on standards• Proposed a project study that aimed to improve efficiency in operation from harvesting to packing, while maintaining the quality of fresh pineapple products for international market

Davao, Davao Region, Philippines

3-months part-time during collegeProviding Assistance in Academic Subjects of Ateneo De Davao Grade school students

Bachelor Of Science In Agribusiness Economics, Economics

Activities and Societies: UP Mindanao Konmbuyahan - Kwerdas (Strings)

High School

Kindergarten & Grade School