Clarisse
Get to Know Me
Watch a brief introduction that highlights my professional background and areas of expertise.
Professional Summary
I began my career at a young age as a Pre-Sales IT Consultant (Server and Storage) in Dubai, United Arab Emirates. In this role, I gained valuable experience in administrative and technical support, including preparing invoices, configuring server and storage solutions based on clients' database requirements, and conducting outbound calls to over 100 potential clients to generate business opportunities.
During the COVID-19 pandemic, I returned to the Philippines due to my family's concerns for my safety.
After returning, I joined BPI-Philam Life Assurance Corporation as a Financial Advisor. Although I successfully obtained my insurance license and was deployed, I decided to resign during my probationary period because the assigned work location was too far from my residence and the compensation did not align with the commuting demands.
I was then hired on the same day by PJ Lhuillier Group of Companies, where I earned my certification as a Gold Appraiser. I spent three years with the company, developing strong customer service, sales, and appraisal skills before accepting a better career opportunity.
Most recently, I worked with FWD Life Insurance Corporation as a Financial Solutions Consultant. Throughout my time with the company, I consistently achieved my sales targets, earned performance validations, and built strong relationships with clients by providing tailored financial and insurance solutions.
Key Skills
* Administrative Support
* Calendar & Document Management
* Data Entry & Record Keeping
* Customer Service
* CRM Management
* Email & Phone Communication
* Lead Generation
* Sales Support
* Microsoft Office & Google Workspace
* Time Management
* Organization & Attention to Detail
* Problem Solving
* Client Relationship Management
* Technical Documentation
* Adaptability & Fast Learning
Professional Experience
Financial Solutions Consultant
FWD Life Insurance Corporation | Philippines2025 – Present
* Consistently achieved and exceeded monthly sales targets.
* Provided clients with tailored financial planning and insurance solutions based on their needs.
* Built and maintained long-term client relationships through excellent customer service.
* Conducted financial consultations, presentations, and policy reviews.
* Recognized for consistent performance validation and target achievement.
Gold Appraiser / Branch Associate
PJ Lhuillier Group of Companies | Philippines2022 – 2025
* Certified Gold Appraiser responsible for evaluating and appraising gold items accurately.
* Assisted customers with pawnshop and financial service transactions.
* Processed documentation and maintained accurate transaction records.
* Delivered quality customer service while ensuring compliance with company policies.
* Handled daily branch operations and administrative tasks.
Financial Advisor
BPI-Philam Life Assurance Corporation | Philippines2022
* Successfully obtained insurance licensing requirements.
* Provided financial protection and investment recommendations to bank clients.
* Conducted client consultations and product presentations.
* Resigned during probation due to work location and commuting considerations.
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Pre-Sales IT Consultant – Server & Storage
IT Solutions Company | Dubai, United Arab Emirates2019 – 2020
* Prepared quotations, invoices, and technical documentation for server and storage solutions.
* Configured server specifications based on clients' database and infrastructure requirements.
* Conducted outbound calls to over 100 prospective clients to generate business opportunities.
* Coordinated with the sales team to recommend suitable IT infrastructure solutions.
* Supported pre-sales activities from client inquiry through solution proposal.
