Katrina Frances Lago

Develop and maintain long-term client relationships through personalized financial planning and insurance solutions. Provide guidance on life insurance, VUL, investments, retirement, and wealth protection strategies. Conduct financial needs analysis and recommend suitable products aligned with clients' financial goals. Achieved recognition through multiple performance awards including Macaulay Club Award recognition. Maintained compliance with industry regulations and continuously participated in financial advisory trainings and professional development programs.

Develop and maintain long-term client relationships through personalized financial planning and insurance solutions. Provide guidance on life insurance, VUL, investments, retirement, and wealth protection strategies. Conduct financial needs analysis and recommend suitable products aligned with clients’ financial goals. Recognized through multiple performance awards, including Macaulay Club Award recognition. Maintains compliance with industry regulations and actively participates in ongoing financial advisory trainings and professional development programs.

Monitored and evaluated customer service calls to ensure compliance with quality standards, communication guidelines, and operational metrics. Provided coaching feedback and performance improvement recommendations to customer service representatives. Prepared quality evaluation reports and collaborated with team leads to improve customer satisfaction and service consistency. Recognized multiple times as a quarterly awardee for outstanding performance and quality contribution.