Maximize Your ROI: Onboard
Pre-Vetted Remote Telemarketers to Fill Your Sales Pipeline and Drive Scalable Revenue

Allan is an experienced professional with a comprehensive background in customer experience, order fulfillment, and compliance within the outsourcing, renewable energy, and telemarketing sectors. Leveraging his educational foundation in finance and management accounting , he applies a highly analytical approach to resolving fulfillment issues, ensuring invoice compliance, and managing end-to-end client relations. His proven ability to balance independent problem-solving with collaborative stakeholder management makes him an excellent fit for roles requiring meticulous order tracking and high-level partner support.

• The candidate holds a Bachelor of Science in Commerce with a major in Finance and Management Accounting, obtained in 2007.

• He possesses over a decade of relevant work experience spanning the IT-enabled services, renewable energy, and education sectors.

• Managed inside sales, vendor fulfillment, and customer experience within the outsourcing industry, tracking purchase orders through all stages until full invoicing.

• Handled dealer support, sales order booking, and invoice compliance as an analyst and support representative for a prominent renewable energy company.

• Served as a Team Leader and Quality Assurance Specialist in a sales and telemarketing environment.

• Acted as a Communications Coach, tailoring lesson plans to accommodate varying learning styles to properly prepare students for careers in the call center industry.

• Successfully managed the end-to-end fulfillment process, actively problem-solving vendor issues to ensure customer expectations were consistently met through original or substitute vendors.

• Owned the on-time delivery of partner orders by region, holding personal accountability for regional customer satisfaction while providing direct support to Regional and Area Sales Managers.

• Validated the accuracy of complex invoice packages and successfully managed the end-to-end process for handling exceptions according to strictly approved policies.

• Performed extensive quantitative data analysis, extracting critical reports used by stakeholders and partners in key business presentations.

• Order Fulfillment & Partner Support: Highly proficient in tracking orders, resolving fulfillment discrepancies, and maintaining strong client relations for both cash and lease orders.

• Invoice Compliance & Data Analysis: Skilled in strict document validation, policy enforcement, and quantitative reporting.

• Coaching & Leadership: Experienced in evaluating student progress, preparing tailored lesson plans, and previously leading a student assistant team.

• CRM & Inventory Systems: Experienced in utilizing software applications including HubSpot, Salesforce, and SOS Inventory for order updates.

• ERP & Reporting Tools: Proficient in maintaining existing sales orders via Oracle ERP and utilizing Oracle Discoverer for data extraction.

• He can start immediately and is open to both full-time and part-time

Sam is a seasoned customer support professional with a strong foundation in technical support, customer service, and content moderation within the outsourcing and digital services industries. Across six years, she has demonstrated consistent performance in handling high-volume customer interactions, resolving technical concerns, and maintaining customer satisfaction. Her progression into a Subject Matter Expert role reflects both her technical competence and her ability to guide teams, making her a well-rounded candidate for client-facing and support-driven roles.

Work Experience / Educational Background
The candidate has 6 years of relevant experience in the business process outsourcing and customer service industry, supporting telecommunications, e-commerce, and digital platform clients.

Key areas of experience include:

• Technical support for internet, phone, television, and home security services
• Customer service handling billing, subscriptions, order management, and issue resolution
• Content moderation aligned with community standards and compliance policies
• Cold calling and lead generation for sales pipelines
• Team support and knowledge sharing as a Subject Matter Expert

Industry exposure:

• Telecommunications and cable services
• E-commerce and subscription-based services
• Online platforms and digital communities
• Sales and lead generation services

Educational background includes undergraduate studies in Biology and English education, contributing to her communication and analytical skills.

Career Highlights / Relevant Projects

• Managed 25+ customer issues daily in a technical support environment while maintaining strong customer satisfaction metrics
• Earned early recognition and achievement badges as a new hire, indicating fast onboarding and adaptability
• Progressed into an SME (Subject Matter Expert) role, providing guidance, maintaining KPI reports, and supporting team performance
• Demonstrated cross-functional capability by transitioning between technical support, customer service, moderation, and sales roles
• Consistently met KPIs such as response time, resolution efficiency, and customer satisfaction across multiple accounts

These accomplishments highlight her ability to deliver results in high-pressure, metrics-driven environments while supporting team success.

Skill Proficiency + Tech / Software Proficiency

• Customer Support & Technical Troubleshooting (6 years): Extensive experience resolving service and device-related concerns via phone support
• Communication & Problem Solving (6 years): Clear, customer-focused communication applied in resolving complex and sensitive concerns
• Content Moderation & Policy Enforcement (2–3 years): Reviewing and enforcing compliance with platform guidelines

Additional Skills:

• Cold calling and lead nurturing
• Billing and subscription management
• KPI tracking and reporting (as SME)
• Time management and multitasking in high-volume environments

Tools & Systems:

• CRM and ticketing systems (various platforms typical to BPO environments)
• Telephony systems for inbound/outbound support
• Documentation and reporting tools for KPI tracking

Her top strengths technical support, communication, and adaptability are directly aligned with client-facing support roles and fast-paced service environments.

Work Availability / Schedule Specifics
The candidate is available to start immediately.

Cashmer brings with him over a decade of progressive leadership experience spanning Business Development, Sales, and General Management across the UAE and the Philippines. Throughout his career, he has developed strong expertise in lead generation, cold calling, client networking, and pipeline management. His day-to-day responsibilities often began with reviewing sales pipelines, following up with existing customers, and monitoring ongoing projects to ensure smooth progress toward closure. Beyond frontline sales activities, he has also taken a strategic role in leading cross-functional teams composed of engineers and IT professionals, ensuring that client requirements were fully met through technical solutions such as BOQs and system adjustments.

He has extensive hands-on experience in closing high-value sales and managing transactions across B2B, B2C, and B2E markets, while also cultivating long-term relationships with key vendors and clients. Over the years, he has held senior leadership positions that highlight his career growth, including serving as General Manager at Alpha CB International from 2019 to 2022, Senior Business Development Executive at Thakral IT Services from 2017 to 2019, and Senior Sales Executive at Dynamic World Computers from 2014 to 2017. These roles allowed him to demonstrate both operational oversight and strategic business development capabilities, including revenue growth, client retention, and market expansion.

Cashmer’s strong educational foundation includes a degree in Computer Systems Design and Programming from AMA-CLC (2001–2003), further supported by his secondary education at St. Scholastica’s Academy. To complement his professional experience, he has earned certifications in Google Digital Marketing and HP Networking, both of which have enhanced his ability to merge technical knowledge with modern business development and digital sales practices. This blend of technical expertise, leadership experience, and formal training underscores his readiness to contribute to growth-oriented business development roles.

1. Career Highlights / Relevant Projects

• Successfully managed enterprise clients (10+ accounts), eventually delegating small accounts to a sales team he supervised.
• Consistently drove new business development, market expansion, and customer engagement strategies while maintaining existing accounts.
• Directed full company operations (sales, finance, strategic growth) as General Manager, overseeing long-term partnerships and revenue generation.
• Dealt with international clients, including Canadian and Australian accounts, and collaborated with distributors and vendors to deliver complete IT solutions.
• Actively engaged in sales forecasting, quota management, and project oversight, ensuring timely delivery and client satisfaction.

2. Skill Proficiency + Tech / Software Proficiency

• Strong sales and communication skills with expertise in B2B, B2C, and B2E sales management.
• Proficient in Salesforce CRM for lead and account management, Tally for accounting-related tasks, and Excel for reporting and sales tracking (daily pipeline updates, forecasts).
• Familiar with Monday.com project management platform and other digital productivity tools (calendar management, online collaboration).
• Demonstrates adaptability across analog and digital sales approaches, balancing traditional networking with modern digital lead generation.
• Recognized for creative design and digital marketing skills, with experience in content creation and collaborations with international brands

She can start immediately.

Predictive Index Behavioral Profile: Specialist

Strongest behavior:

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Behavioral Summary:

• Cashmer is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
• Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Cashmer, who takes responsibilities very seriously.
• With experience and/or training, Cashmer will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Cashmer is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Cashmer is a highly experienced outbound sales professional with over a decade of hands-on B2B and B2C selling experience across the tech, digital marketing, and IT service sectors—making her a strong fit for full-cycle sales responsibilities.
• She has a proven track record managing cold outreach campaigns using LinkedIn, email marketing tools, SMS, and phone calls.
• Cashmer has worked in quota-driven environments and is confident prospecting and converting leads into long-term customers.
• She has a consultative approach to selling—prioritizing the customer's needs and providing value first over aggressive tactics, which aligns perfectly with mission-driven marketing/sales.
• In her prior roles as General Manager and Senior Business Development Executive, she was responsible not just for sales but for creating and refining sales systems, collaborating with leadership, and contributing strategically to business growth.
• She’s also familiar with pipeline ownership using CRMs like Salesforce and Tally, managing lead urgency, follow-up schedules, and performance metrics.
• Cashmer expressed strong interest in working with a purpose-driven company.
• She is confident, technically capable, and proactive—ready to start immediately, open to the AU shift, and amenable to part-time with the possibility of transitioning to full-time.

Strongest Behaviors:

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new relationships.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks are completed to standard.
• Cautious and by-the-book; follows established plans to avoid errors and bases decisions on researched evidence.
• Focused on operational excellence and efficiency; motivated by delivering accurate, timely work.

Behavioral Summary:

Cashmer is a highly conscientious and disciplined individual who approaches her work with thoroughness, care, and precision. She is exacting in her execution and relies on established systems, structured workflows, and clear expectations to perform at her best. Her reserved but sincere communication style makes her reliable and trustworthy in delivering high-quality, consistent output. She thrives in environments where accuracy, planning, and integrity are paramount—and her mindset is well suited to a structured, fast-paced remote sales operation.

Manuel is a motivated, versatile professional with a well-rounded background in BPO customer service and freelancing, focused on outbound sales and lead generation. With nearly a decade of experience, he has transitioned smoothly between structured corporate environments and fast-paced freelance engagements.

Manuel brings 7+ years of relevant work experience in customer service, outbound sales, and lead generation across both BPO and e-commerce industries.

• Worked in Philippine-based BPO firms from 2016 to 2022, handling both inbound and outbound calls for telco and utility clients, including debt collection and billing concerns for a U.S.-based cable and internet provider.
• Handled global customer base (U.S., Canada, UK, Australia, New Zealand) as a CSR and sales support for an online store selling therapeutic electronic devices.
• Engaged in lead qualification and outreach for a US-based business acquisition team, researching small businesses and verifying ownership information via cold calls and follow-up emails.
• Outbound Sales Experience: As a remote CSR for an e-commerce business, Manny routinely upsold complementary health devices by proactively calling existing customers and gauging satisfaction.
• Lead Generation: Most recently worked as an outreach specialist for a business-buying group.
• He conducted cold outreach to business owners and gatekeepers, verifying data and coordinating lead handoffs for proposal meetings.

• Monday.com, Zoom, and Surfshark VPN
• Familiar with domain management via GoDaddy

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Independent, analytical thinker who prefers to act based on their own decisions with minimal need for validation.
• Assertive and goal-oriented; cuts through obstacles quickly to reach outcomes.
• Direct communicator with high urgency, often pushing self and others to deliver rapid results.

Behavioral Summary:
Manuel is a self-starting, ambitious professional who thrives on challenge and responsibility. He is energized by new ventures, open to taking risks, and motivated by goal achievement. His preference for autonomy and fast-paced decision-making makes him ideal for entrepreneurial environments or early-stage business teams. His candid and authoritative communication style, paired with his adaptive mindset, supports effectiveness in roles where proactivity and execution are key.

Yolanda is a proactive and people-focused Lead Generation and Strategic Outreach Assistant with relevant experience in client engagement, database management, and email/DM outreach. She has supported industries such as real estate and offshoring services, and is now excited to contribute to the wellness and personal development space. Her thoughtful approach to lead qualification and follow-ups, combined with her adaptability and strong communication style, make her a promising fit for outreach roles requiring both empathy and strategy.

• Conducted lead generation and strategic outreach for real estate investors, wholesale buyers, and offshoring clients—creating personalized emails and DMs to secure collaborations and virtual assistant partnerships.

• Successfully managed lead lists using tagging and prioritization strategies, ensuring timely follow-ups and organized outreach pipelines.

• Delivered customer-centric communication by adjusting message tone and structure based on the recipient’s needs and industry, using tools such as AI-assisted drafting to maintain professionalism and warmth.

• Engaged with Australian and U.S.-based clients in previous roles, showcasing cultural familiarity and strong written and verbal communication.

• Demonstrated interest in wellness and human-centric businesses, expressing both a personal and professional alignment with the client’s values and audience.

Skill Proficiency: Lead research, outreach messaging, follow-up cadence, lead list management, client communication, meeting brief preparation, inbox coordination, and calendar scheduling.

Tech / Software Proficiency: Calendly (basic use), Gmail, Google Workspace, Facebook outreach, LinkedIn (basic familiarity, open to training), AI writing tools (e.g., ChatGPT), and basic CRM functions.

She is available to start immediately. 

Predictive Index Behavioral Profile: Guardian

Strongest Behaviors: 

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Administrative Support
• Team Leadership
• Training and Development
• Customer Service
• Sales and Lead Generation

• Telecommunications
• Insurance
• Legal Services

• Team Leader (Comcast)
  • Led, motivated, and coached a team of appointment setters for financial advisers.
  • Delegated tasks effectively, prioritized workload, and set clear performance expectations.
  • Monitored team performance, providing constructive feedback, coaching, and development opportunities.
  • Audited calls to ensure adherence to client standards and managed the hiring process, training, and onboarding of agents.
• Supervisor (Comcast)
  • Led and coached a team of employees, fostering a positive and productive work environment.
  • Monitored team performance, provided feedback, and conducted performance reviews.
  • Addressed employee concerns, resolved conflicts, and ensured adherence to company policies and safety regulations.
  • Identified opportunities for process improvement and implemented changes to enhance efficiency and productivity.
• Product Specific Trainer (Comcast)
  • Developed and maintained comprehensive training programs for technical account features and best practices.
  • Delivered impactful training sessions through various instructional methods.
  • Tailored training content to diverse learning styles and evaluated trainee comprehension through assessments.
  • Collaborated with subject matter experts to ensure training program effectiveness.
• Insurance Quotation Specialist (Remote) (Home and Auto Insurance)
  • Conducted thorough needs assessments to recommend appropriate home and auto insurance policies.
  • Prepared accurate and competitive quotes and processed applications for new and existing policies.
  • Answered client questions regarding coverage, billing, and claims, providing ongoing customer service and support.
• Technical Service Representative (Hybrid) (Comcast)
  • Diagnosed and resolved a wide range of technical issues through phone, chat, or email support.
  • Provided clear instructions to guide customers through troubleshooting steps and maintained strong customer relationships.
  • Documented interactions and tracked service resolutions to ensure optimal customer experience.
• Lead Generation Specialist (Remote) (Schedule an appointment for attorneys)
  • Performed outbound calls on leads to check for a variety of cases and scheduled appointments for attorneys.
  • Ensured data in CRM systems were correct.

Skills:

• Social Media Management (Intermediate)
• Salesforce CRM (Advanced)
• CRM (Advanced)
• Microsoft Office (Advanced)
• Google Apps (Advanced)

Mira is a highly skilled administrative professional with robust expertise in managing teams, developing training programs, and providing excellent customer service. Her strong skills in CRM management, team leadership, and process improvement make her a valuable asset for any organization. Minerva has a proven track record of enhancing team performance and ensuring high standards of service, demonstrating exceptional ability in various roles.

Profile: Scholar

Mira's Scholar profile indicates that she excels in analytical thinking and possesses a deep knowledge in her field. As a Scholar, she brings a methodical and detail-oriented approach to her work, ensuring thoroughness and precision. Her ability to analyze complex situations and develop effective solutions makes her a strong candidate for roles that require critical thinking and expertise. Minerva's Scholar profile complements her extensive experience, positioning her as a valuable asset in any organization.

• May is a seasoned customer service and sales professional with 10 years of collective experience. She acquired a degree in Business Administration majoring in Marketing Management. She started her career in a local construction company as a Sales Assistant. After 11 months, she transferred to Singapore with her husband where she joined retail, spa, training and research, and contact center as a Customer Service Executive and Business Development Executive. She moved back to the Philippines to look after her growing daughter and she is keen to land remote work.
• Her decade-long experience made her an expert in
  • Telemarketing
  • Data mining
  • Cold-calling
  • Email marketing
  • Appointment scheduling
  • New employee training
  • Customer service via phone calls, emails, and chats
  • Conflict resolution
  • Supporting marketing activities such as website updates, newsletters, and event organization
• She adeptly used Mailchimp, Canva, Meta Business, client-specific CRM, Salesforce, Pipedrive, Sprinkler, Omni, and Microsoft Office Apps (SharePoint, Excel, Word, PowerPoint, Outlook, Teams).
• She can start anytime.
• She is amenable to a graveyard shift, whether part-time or full-time.

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.

May is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

• Jason worked for almost 15 years as a Senior Telemarketer, Customer Service Representative, Team Lead,  and Lead Supervisor. He has Bachelor's degree in Political Science.
• He supported the following tasks:
  • TeleSales
  • Telemarketing
  • Customer Service 
  • Coaching Plans
  • Audit
  • Handling Escalations
• Proficient with Microsoft Office, Ring Central . 
• He can start immediately for any full-time position. 

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

A pleasant and extraverted person, Jason is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Jason gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Abi has been working for almost 5 yeras in the Property Management/Real-Estate, Automotive and Business Process Outsourcing handling accounts for telecommunications and financial services where she handled and performed roles such as Property Specialist, Car Sales Marketing and Customer Service Representative. 
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service
  • Technical Support
  • Email Support
  • Sales
  • Administrative tasks
• She has also done booking calls and appointment for sales tema 
• She also do researching for contact details and target market for prospect leads 
• She is proficient in using tools such as MS word, Infor CRM excel, avaya, monarch, google sheet, any microsoft tools, skype, zoom, outlook, zendesk, atlast, fineesse and samson.
• She can start ASAP, amenable to working any shifts and open to any ful-time or part-time roles.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. ABIGAIL has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, ABIGAIL will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Ronnie has been working for almost 3 years in different companies in the Education and Retail industries. He handled different positions such as Lead Generation and Telemarketer. He handled 200-300 calls per day. He worked with clients from the US and supported the following tasks:
  • Telemarketing
  • Cold calling
  • Targeting potential customer
  • Lead generation
  • Sales
  • Outbound sales
• He is proficient in tools such as Salesforce, Zoho, Microsoft Teams, and Micorsoft tools.
• Ronnie is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Jennie has been working for 5 years in different companies from BPO, Real Estate and Retail industries. She handled different positions such  Customer Service Representative, Sales Representative, Appointment Setter, Lead Generation, and Telemarketer. She started working as a Customer Service Representative back in 2007 band started her freelancing in 2020. She's been working with Australian clients and supported the following tasks:
  • Cold calling business
  • Setting up appointments
  • Sales
  • Data mining
  • Record keeping
  • Customer Sevice
• She handle 200-250 calls per day.
• She is proficient in Salesforce, CRM, Google Docs, and Microsoft word.
• Jennie is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

Behavioral Summary
Jennie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise. Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Jennie, who takes responsibilities very seriously.

With experience and/or training, Jennie will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Jennie is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
• She was exposed to the following tasks: 
  • Sales 
  • Phone Support
  • Email Handling
  • Calendar management 
  • ESL Teaching
  • Payroll
  • Customer Service
  • Client Relations
  • Administrative tasks 
• As a Financial advisor, her tasks are:
  • Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
  • Conducts Financial Needs Analysis for interested clients and companies.
  • Handles and maintain clients and companies
    policies while in force.
• She is proficient in using tools such as Salesforce, Google apps and MS tools.
• She can start ASAP and open to any full-time or part-time roles.

Predictive Index Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Charity will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.