Celeste Villamer
Insurance Professional
Cabuyao
Summary
Accomplished financial services professional with over 20 years of experience in bancassurance, insurance advisory, financial planning, and real estate sales. Proven ability to deliver customized insurance and investment solutions tailored to the unique needs of banking clients while consistently fostering strong client relationships and surpassing sales targets. Expertise in collaborating with banking partners to design and implement effective bancassurance programs, significantly enhancing strategic financial protection and wealth management initiatives. Committed to driving growth and delivering exceptional value in every client interaction.
Overview
1
1
Language
20
20
years of professional experience
Work History
Senior Sales Financial Associate
Manulife-Chinabank Life Assurance Corp
SM city Sto Tomas, Batangas, Philippines
09.2025 - Current
- Manage clients relationship.
- Identify financial needs.
- Present suitable insurance and Investment solutions.
- Handle applications and documents, provide after sales support while achieving sales and Business targets.
Unit Manager
Insular Life
Makati City, Manila, Philippines
07.2024 - 08.2025
- Lead and manage a team of financial advisors.
- Driving sales performance, recruitments, training and professional growth.
- Implement strategic sales initiatives.
- Coaching team members toward achieving targets and strengthened team productivity.
- Clients relationship and overall business performance.
Financial Solutions Officer
AXA Philippines-Bancassurance
Metrobank, Cabuyao, Laguna, Philippines
04.2022 - 02.2024
- Manage clients relationship.
- Identify financial needs.
- Present suitable insurance and Investment solutions.
- Handle applications and documents, provide after sales support while achieving sales and Business targets.
Financial sale Officer
Metrobank Group
Gumaca, Quezon, Philippines
09.2021 - 03.2022
- Lead and manage a team of financial advisors.
- Driving sales performance, recruitments, training and professional growth.
- Implement strategic sales initiatives.
- Coaching team members toward achieving targets and strengthened team productivity.
- Clients relationship and overall business performance.
Financial sales Officer
AXA Philippines Bancassurance.
Legazpi city, Albay, Philippines
01.2017 - 09.2021
- Manage clients relationship.
- Identify financial needs.
- Present suitable insurance and Investment solutions.
- Handle applications and documents, provide after sales support while achieving sales and Business targets.
Financial Solutions Specialist
AXA Philippines-Bancassurance
Tabaco, Albay, Philippines
09.2015 - 12.2016
- Handled daily correspondence, managed phone calls, and addressed visitor inquiries using professional courtesy.
- Coordinated meeting calendars and scheduled appointments to maintain smooth office operations.
- Streamlined storage and retrieval by organizing filing systems, records, and confidential documents.
- Created letters, memos, and routine office reports using consistent, accurate formatting.
Financial Advisor
AXA Philippines
Legazpi city, Albay, Philippines
10.2014 - 08.2015
- Provided strategic guidance on insurance and investment solutions aligned with financial goals.
- Assessed client financial goals to recommend suitable insurance and investment solutions.
- Built personalized financial plans aligned with risk tolerance, protection needs, and long-term objectives.
- Explained policy features, benefits, and exclusions clearly to support informed client decisions.
Secretary and Operation Manager
Chikka Grill and Resto
Municipality of Polangui, Albay, Philippines
10.2010 - 02.2012
- Managed daily phone calls and visitor inquiries while processing correspondence with professional courtesy.
- Managed daily correspondence and routed messages to appropriate restaurant staff.
- Scheduled appointments, meetings, and shift-related administrative tasks.
- Maintained organized filing system for invoices, records, and employee documents.
Private Tutor
Lebanese, German Family
Dubai , UAE
06.2009 - 06.2010
- Designed differentiated lesson plans in alignment with student learning styles and academic goals.
- Planned individualized lessons for German and Arabic language development.
- Supported homework completion across math, science, and reading assignments.
- Adapted teaching methods to match learner pace and attention span.
Real Estate Consultant
Empire East Land Holdings Inc.
Makati City, Manila, Philippines
12.2008 - 06.2009
- Provided client guidance on property options aligned with budget, location, and lifestyle requirements.
- Advised clients on property options, pricing structures, and purchase requirements.
- Conducted site tours and presented project features to qualified prospects.
- Coordinated lead follow-ups, client inquiries, and appointment schedules.
Life Insurance Underwriter
Beneficial Life Insurance Company
Municipality of Polangui, Albay, Philippines
03.2007 - 11.2008
- evaluated life insurance applications using underwriting guidelines, medical records, and financial documentation.
- Evaluated life insurance applications for risk, insurability, and policy eligibility.
- Reviewed medical records, financial data, and attending physician statements to support underwriting decisions.
- Applied company underwriting guidelines to approve, decline, or rate applications accurately.
Education
Masters of Business Administration - Computer Sciences and sales
UNIVERSITY OF SAINT ANYHONY
Iriga City, Camarines Sur01-2017
Bachelor of Science - Computer Science
UNIVERSITY OF SAINT ANTHONY
Iriga City, Camarines Sur01-2003
Skills
Administrative Support
Policy Administration
Operations Management
Customer Service
Operational efficiency
Client management
Strategic problem-solving
Negotiation skills
Ability to Work Under Pressure
Timeline
Senior Sales Financial Associate
Manulife-Chinabank Life Assurance Corp
09.2025 - Current
Unit Manager
Insular Life
07.2024 - 08.2025
Financial Solutions Officer
AXA Philippines-Bancassurance
04.2022 - 02.2024
Financial sale Officer
Metrobank Group
09.2021 - 03.2022
Financial sales Officer
AXA Philippines Bancassurance.
01.2017 - 09.2021
Financial Solutions Specialist
AXA Philippines-Bancassurance
09.2015 - 12.2016
Financial Advisor
AXA Philippines
10.2014 - 08.2015
Secretary and Operation Manager
Chikka Grill and Resto
10.2010 - 02.2012
Private Tutor
Lebanese, German Family
06.2009 - 06.2010
Real Estate Consultant
Empire East Land Holdings Inc.
12.2008 - 06.2009
Life Insurance Underwriter
Beneficial Life Insurance Company
03.2007 - 11.2008
Bachelor of Science - Computer Science
UNIVERSITY OF SAINT ANTHONY
Masters of Business Administration - Computer Sciences and sales
UNIVERSITY OF SAINT ANYHONY
Languages
English
Bilingual or Proficient (C2)
AWARDS
AXA Philippines – Metrobank Bancassurance
- Dragons Circle – Top Awardee
- Excellence Award – recipient
- Century Life Achiever – recipient
- Consistent People Protector Awardee
- Top Synergy Awardee
AXA Agency
- AXA QSSR Awardee
Personal Information
Date of Birth: 1982-03-20