Joanne Mae Palad Exec. Unit Manager, MDRT, CIA

Joanne Mae Palad Exec. Unit Manager, MDRT, CIA

Marketing & Research Assistant

Followers of Joanne Mae Palad Exec. Unit Manager, MDRT, CIA1000 followers
location of Joanne Mae Palad Exec. Unit Manager, MDRT, CIASan Pedro, Calabarzon, Philippines

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  • Timeline

  • About me

    MDRT | Star Achiever Financial Advisor | Agency Leader | GAMA FLA Gold

  • Education

    • Registered Financial Planners’ Association of the Philippines

      2020 - 2020
      RFP Certification Finance and Financial Management Services

      Registered Financial Planners Philippines is the premiere professional body of financial planners in the Philippines. RFP Philippines promotes the value of financial planning and advances the financial planning profession.

    • De La Salle University - Dasmarinas

      2003 - 2009
      Bachelor of Science in Business Administration Major in Marketing and Advetising Management

      Enrolled in AB Communication Arts for the first two years, then shifted to BSBA Marketing and Advertising Management.

    • Colegio de San Agustin

      1999 - 2003
      High School Diploma Highschool

      Activities and Societies: Retro Dance Team (2003)

  • Experience

    • Honda Cars Makati, Inc.

      May 2011 - Aug 2013
      Marketing & Research Assistant

      • Provided over-all assistance to the functional director of Marketing and Customer Relations• Engaged in various customer relations activities (Product launch, open house, customer care activities and other company events)• Involved in corporate social responsibility program (feeding program, games and activities for children in less fortunate schools)• Built tie-ups and sponsorships for the company• Provided assistance and conducts research activities (e.g. focus group discussion, mystery shopping) and collects, analyzes and interprets data from research activities• Consolidated customer feedback for analysis and interpretation and ensures all data are accurate• Monitored competitors’ and industry activities and current events Show less

    • Honda Cars Makati, Inc. - Alabang

      Aug 2013 - Jul 2015
      Senior Customer Relations/ Marketing/ Executive Assistant

      Handlig local marketing, sponsors, tie-up, events, corporate communication, comm campaign and graphic designs for the dealershipProviding assistance to the customers and handles complaintsProviding executive assistance to the Branch Manager Gathering and presenting market research reports

    • Honda Cars Makati, Inc.

      Jul 2015 - Dec 2015
      Corporate Sales Specialist

      Responsible for cultivating & nurturing new accounts, including profiling of company, identifying fleet requirements, determining employees with car plan benefits, schedule of re-fleeting cycle, current vehicles used, and purchase requirements/potentialAssists corporate partners/clients in their over-all vehicle requirementsResponsible for managing client relationship, as well as developing new business with assigned accounts

    • Pru Life UK

      Oct 2015 - now

      GAMA FLA Gold Level 2024GAMA Silver Level 2022, 2023, 2025MDRT - 2020, 2021, 2022, 2025National Achievers Club for Managers & Agents Provides financial needs assessment, investment advise, education planning, insurance & retirement planning, keyman insurance, group insurance, mortgage redemption insurance, handling term and variable unit-linked products with the following credentials:Senior Achiever 2017Quality Circle 2017Senior Achiever 2018Life Club Pro 2019National Achiever 2019 Helps clients understand and achieve their financial goals through the ff:- Financial planning- Investment proposal and monitoring- Savings plan designing2023 Life Club Pro 21-stars Qualifier2022 3rd MDRT Membership2021 Elite National Achiever2019 Century Club & Star Club Qualifier

      • Executive Unit Manager, MDRT

        Feb 2022 - now
      • Certified Investment Advisor

        Oct 2020 - now
      • Assistant Unit Manager

        Oct 2015 - now
      • Financial Consultant

        Oct 2015 - Aug 2017
    • Freelance Writer and Blogger

      May 2016 - Jan 2017
      E-commerce Specialist

      Identifies efficient meta tags and keywords for Search Engine Optimization and provides back-end support to the ff platforms:- Shopify- Lazada- Zalora- Beauty MNL- Magento- Blogspot- Movie/ Video Subtitle Transcriber

    • MDRT

      Oct 2019 - now
      Qualifying Member

      Member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Show less

  • Licenses & Certifications

    • Registered Financial Planner (RFP)

      INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL PLANNERS
      Jun 2020
    • MDRT Member

      MDRT
      Jan 2020
    • Frontline Leader Awardee - Gold Level

      GAMA Global
      Jan 2024
  • Honors & Awards

    • Awarded to Joanne Mae Palad Exec. Unit Manager, MDRT, CIA
      Prudential Life Club Pro Prudential Corp Asia Mar 2020 12 stars
    • Awarded to Joanne Mae Palad Exec. Unit Manager, MDRT, CIA
      MDRT Member MDRT Jan 2020
    • Awarded to Joanne Mae Palad Exec. Unit Manager, MDRT, CIA
      Pru Service Mark Prudential Corporation Asia Dec 2019
    • Awarded to Joanne Mae Palad Exec. Unit Manager, MDRT, CIA
      Star Club Awardee Pru Life UK Dec 2019
  • Volunteer Experience

    • Volunteer

      Issued by MDRT Foundation on Aug 2020
      MDRT FoundationAssociated with Joanne Mae Palad Exec. Unit Manager, MDRT, CIA