Approved VA profileAvailable
Rochel E.
Executive Financial Advisor
11+ yrs experience30 hrs/week availability$6.00/hr preferredMorning PH timezone / schedule
Financial planningcustomer servicecustomer relationship managementsales and lead generationcommunication
Overview
I do best at building strong relationships with clients, understanding their needs, providing best customer service and keeping customer informations organized. I focus on providing personalized guidelines so clients can make informed decisions.
Skill certifications
1 earned Customer Service
Earned by passing a proctored, category-specific skills test on VirtualAssistant.com.ph.
Core skills
5 listedFinancial planningcustomer servicecustomer relationship managementsales and lead generationcommunication
Tools
Microsoft ExcelPowerPointMicrosoft TeamsOutlookMicrosoft Word
Industries & languages
IndustriesInsurance
LanguagesEnglish · Filipino
What has been reviewed
Public profiles appear only after the required profile, category skills test, video introduction, recruiter review, and final approval stages.
Structured profile Category skills test Video communication review Recruiter scorecard Final approval
Private test answers, recruiter notes, contact details, and uploaded resumes are never shown on this public profile.