Leo Viray Email and Phone Number

I am a dedicated and results-oriented professional with a diverse background in team management, financial advisory, and entrepreneurship. With a strong focus on achieving both personal and team goals, I thrive in dynamic environments that require strategic thinking and effective communication.As a Unit Manager at Sun Life of Canada Phils. Inc. since August 2021, I have successfully recruited and built a team of high-performing financial advisors. Through comprehensive training, coaching, and monitoring, I ensure that my team maintains a high level of productivity and upholds the corporate values of Sun Life - Winning, Professional, Caring, and Inspiring. I provide guidance to advisors on strict compliance with regulations, both external and internal, while steering them towards professional and personal growth. Additionally, I am actively involved in developing individuals within my team to become future leaders and managers of Sun Life.My tenure as a Financial Advisor at Sun Life, which began in August 2011, has equipped me with the expertise to assist clients in creating solid financial roadmaps. I offer personalized financial advice tailored to their short or long-term goals, helping them effectively manage their money and make informed decisions. By recommending suitable solutions for their unique objectives at various life stages, I ensure that clients receive the best possible guidance and support. Additionally, I handle any policy-related requirements or claims, ensuring seamless and efficient service delivery.Prior to my career in the financial industry, I successfully owned and operated Better Fit Uniform and Tailoring from November 2001 to 2013. As the proprietor, I was responsible for all aspects of the business, including marketing, customer relations, personnel supervision, and sales forecasting. Through my astute leadership, I cultivated a diverse client base, including prominent companies such as Mitsubishi Motors, JAD Group of Companies, Katolec Philippines, and Citibank, among others.Combining my extensive experience in team leadership, financial advisory, and entrepreneurship, I bring a unique skill set to any organization. I am committed to driving success, fostering professional growth, and delivering exceptional results. With a passion for helping individuals and businesses achieve their financial goals, I am dedicated to making a positive impact in the lives of my clients and the teams I lead.Let's connect and explore opportunities for collaboration or mutually beneficial professional connections.