Financial Advisory Accounts Payable

Dayra Ivette Amaya Brown 986-***-**** ********@*****.***

***** *. ******* **. *****, ID 83709

Why am I looking for their company

I'm looking for an opportunity that allows me to combine my passions with my skills, and I believe your company offers just that.

SKILLS AND QUALIFICATIONS

Strengths

Bilingual Spanish & English

Proficient in Banking matters

Soft Trainable Dependable

Proficient in Financial Advisory

Responsible

Proficient in Life Insurance matters

Punctual

Competent as a trainer

Management of accounting accounts and accounts payable

Microsoft Excel, Word, Power Point

Microsoft Outlook

Friendly

PROFESSIONAL EXPERIENCE

SERVIER MEDICAL COMPANY, PANAMA – SPANISH INSTRUCTOR

Teach basic, intermediate, and advanced levels 2023- Present

MRADIOLIFE

Live talk radio answering questions about Financial Education topics. 2023 -2024

PANAMANIAN ASSOCIATION OF INSURERS (APADEA)

Insurance and Personal Finance Seminars for insurance brokers and the public 2023- Present

GLOBAL BANK January 2016 – Sept 2022

Financial Advisory Manager - Panama

Financial Advice:

• Periodically analyzed and evaluated business strategies with the goal of achieving objectives

• Direct financial advisory talks to classified companies.

• Participated in a radio show with Financial Advisory topics.

• Participated in the TV Program with Financial Advisory topics focused on Savings.

• Webinar for companies with Financial Advisory topics adapted to difficult times

HSBC INSURANCE / BANISTMO INSURANCE August 2010– August 2014

Commercial Manager - Panama

• Supervised and directed the brokers’ executives to guarantee the fulfillment of the team's goals. Train, direct and market life and general risks products.

Bank Assurance Manager

• Responsible for training and qualifying the bank's sales executives to certify them as insurance sales agents (bank assurance) according to the law that regulates the insurance activity in Panama.

Developed sales techniques and motivation. Follow up in all that regards production for the continuous increase of the company's portfolio through the bank's clients.

• Develop and implemented continuous training programs for the bank's commercial department personnel, sales executives of the bank's branches in the life, auto, multi-protection home, sales techniques and involved in the negotiation area at the national level.

INTERNATIONAL INSURANCE COMPANY May 2004- March 2007

Director of Agencies and Training- Panama

• Responsible of 7 Agency Managers and around 100 salespeople. This was a program in development that the company had at that time, among the responsibilities we had were:

• Train the direct sales force that were the Brokers and Managers who were part of the Company's Agency System for life, health, and personal accident plans. Also, in charge of meeting related goals established for each Manager.

• Involved in the training of everything concerning products that the company distributes

DEGREES CERTIFICATIONS

Panama University. Panama

Bachelor of Accounting -1999 (CPA)

Master’s in Business Administration - 2004

Certifications

Associate, LOMA Insurance Training Program (Professional Designation PFSL)

Life Management Institute / Life Office Management Association (LOMA).

Associate, Life Management Institute (ALMI Professional Designation)

Life Management Institute / Life Office Management Association (LOMA).

Associate, Customer Service (ACS Professional Designation)

Life Management Institute / Life Office Management Association (LOMA).

Agency Management Training Course (AMTC) - LIMRA INTERNATIONAL

Dale Carnegie Course (Dale Carnegie Course - Leadership, Human Relations and Communication)

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