My name is Jomelyn Tejor, a Licensed Financial Consultant with Pru Life UK. In this role, I’ve gained strong experience in client management, follow-ups, scheduling, and simplifying complex information for easy understanding—skills that are also highly valued in a Virtual Assistant role. I may not have formal VA work experience yet, but I’m tech-savvy, organized, and comfortable using tools like Google Workspace, Canva, and CRM platforms such as
Experience: 2 - 5 years
Knowledgeable in assessing client needs, evaluating risk profiles, and recommending suitable insurance and investment solutions tailored to financial goals.
Proficient in managing customer data, automating follow-ups, and tracking leads through CRM tools like Systeme.io. Skilled in creating marketing content, social media campaigns, and client engagement strategies that improve conversions and strengthen customer relationships.
Experience: 2 - 5 years
Skilled in budgeting, expense tracking, and fund allocation to ensure resources are managed efficiently and financial goals are achieved.
“My business would not be able to go forward if it was not for them”
Gaurab - Adhikari
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