Mc Bert Abalos
Gallatin,Tennessee
Summary
- Hard Working and Energetic. Person with positive attitude. Eager to learn and adaptable. Driven and customer-focused with exceptional interpersonal skills. Work with team. Leader.
- Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Axa Insurance
Philippines
01.2016 - 01.2023
- Advised clients on targeted business strategies and corporate financing
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Recommended specific investments to help clients meet financial goals.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Implemented exit strategies for clients to transition out of investments.
Rental Coordinator
Delta Earthmoving Inc.
01.2014 - 11.2014
- Monitor rental equipment in the field and conduct regular equipment assessment and monitoring.
Medical Representative
Sanofi Aventis
01.2013 - 08.2013
- Conduct regular health screening to private clinics and hospital while promoting product specialization.
Education
Bachelor of Science in Nursing -
Northwestern University
12.2010
Special Science Class -
Ilocos Norte National Highschool
12.2004
Skills
- Good Communication Skill
- Critical Thinking
- Customer Need Assessment
- Problem Analysis and Resolution
- Interpersonal Skills
- Goal and Target Execution
- Investment advice
- Cash Flow Projections
- Sales expertise
- Microsoft Excel
- Sales and Marketing
- Employee Benefits Consulting
- Client Needs Assessment
Accomplishments
- Consistent producer awardee 5x ( 2016-2022)
- Top seasoned advisor multiple awardee 5x ( 2016-2022)
- Rookie advisor awardee 2016 ( Branch level)
- MDRT Million Dollar Round Table awardee 2019 ( National and International )
Timeline
Financial Advisor
Axa Insurance
01.2016 - 01.2023
Rental Coordinator
Delta Earthmoving Inc.
01.2014 - 11.2014
Medical Representative
Sanofi Aventis
01.2013 - 08.2013
Bachelor of Science in Nursing -
Northwestern University
Special Science Class -
Ilocos Norte National Highschool