A Quick Primer on Social Safety Nets in the Philippines (And What They Mean for Your Remote Staff Here)

• Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
• She was exposed to the following tasks: 
  • Sales 
  • Phone Support
  • Email Handling
  • Calendar management 
  • ESL Teaching
  • Payroll
  • Customer Service
  • Client Relations
  • Administrative tasks 
• As a Financial advisor, her tasks are:
  • Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
  • Conducts Financial Needs Analysis for interested clients and companies.
  • Handles and maintain clients and companies
    policies while in force.
• She is proficient in using tools such as Salesforce, Google apps and MS tools.
• She can start ASAP and open to any full-time or part-time roles.

Predictive Index Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Charity will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Ron has been working for almost 3 years in the Transportation Campaign, Business Process Outsourcing handling healthcare and mortgage accounts where he handled and performed roles such as Medical Billing Specialist, Collection Representative, Sales Representative, Customer Service Representative and Account Receivable Specialist, He has an experience dealing with global clients.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service 
  • Billing 
  • Process payments
  • Sales
  • Administrative tasks
• When he was working in the Healthcare  company he was tasked to do the following:
  • Assist patients, attorneys, and insurance companies regarding hospital bills
  • Answer clients’ billing questions
  • Researching and resolving account discrepancies
  • Verifying insurance coverage and eligibility for patients
  • Following up on claims
  • Maintain accurate and up-to-date records of all patient information, procedures, and payments
  • Managing insurance claims to ensure they are processed and paid in a timely manner
• He is proficient in using tools such as Avaya, CRMs, Avility, Provider Portal, Simply pay, Ringcentral, Google apps and MS Tools.
• He can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

Ronnel is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

• Marj has been working for almost 6 years in several industries such as Manpower, Constructions and Medical where she handled and performed roles such as Human Resource Staff, HR - Time Keeper and HR Officer (Timekeeping & Payroll) . She holds a bachelors degree in Human Resource Development Management.
• She was exposed to the following tasks:
  • Timekeeping
  • Payroll
  • End-to-end Recruitment (Nurses and Admin positions such as Purchasing)
  • Administrative tasks
• She is proficient in using tool such as MS Tools, Payroll System and Google Apps.
• She is Xero certified.
• She can start ASAP, amenable to working any shifts and open for any full-time or part-time role.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, MARJORIE is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. MARJORIE gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Eiza has been working for almost 12 years in the Business Process Outsourcing Industries handling accounts such as Telecommunications and Leasing Company performing roles such as Customer Service Representative and Appointment Setter. She then venture into the freelancing world and became a General Virtual Assistant. She holds a bachelor's degree in Information technology. She has catered to international clients.
• She was exposed to the following tasks such as:
  • Phone Support - Inbound and Outbound
  • Appointment Setter 
  • B2B and B2C Campaign
  • Lead Generation
  • Customer Service
  • Bookkeeping
  • Social Media Management
  • Conduct Research 
  • Administrative tasks
• She is proficient in using tools such as:
  • MS Tool
  • Avaya
  • Hubstaff
  • Zoom
  • Skype
  • Google Apps
• She can start ASAP, amenable to working any shifts and open to any part-time roles.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Eiza is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Eiza, who takes responsibilities very seriously.

With experience and/or training, Eiza will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Eiza is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Darwin has been working for almost 8 years in the PH booking firm and Business Process Outsourcing handling radio network account where she handled and performed roles such as Customer Service Representative and Office Staff. She holds a bachelor's degree in Business Administration. 
• He attended online training for upskilling as General Virtual Assistant.
• She was exposed to the following tasks: 
  • Phone Support - Inbound and Outbound calls
  • Customer Service
  • Lead Generation
  • B2C Campaign
  • Billing 
  • Technical Support
  • Retention
  • Sales
  • Bookkeeping
  • Administrative tasks
• He is a proficient in using MS Tools, Google Apps, Calendly, Asana and Mailchimp. 
• He can start ASAP, amenable to working any shifts and open to full-time or part-time roles.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

• Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.

Darwin is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

Position Held: Appointment Setter, Customer Service Representative, Marketing Professional

Work Experience:

• Appointment Setter (2023–2024): Marc scheduled and confirmed appointments using tools such as Calendly, Gmail, and Google Voice. He maintained records and optimized scheduling processes through team collaboration.

• Customer Service Representative (2022–2023): he provided customer service through phone and email, focusing on booking flights using Amadeus, logging issues in Salesforce, and ensuring customer satisfaction. He also handled inbound and outbound calls while maintaining a high monthly KPI performance.

• Live Chat Support / Customer Service Representative (2021–2022): Marc handled customer queries through chat and email, booking flights using Saber and World Span while logging details in Salesforce.

• Appointment Setter (2020–2021): Marc booked appointments for patients, handled vaccine bookings, and ensured KPIs were met.

• Marketing Professional (2016–2018): Marc developed client relationships, explained vehicle features, and ensured sales quotas were met.

Skills:

• Customer Service and Sales (Advanced)

• Inbound and Outbound Calling (Advanced)

• Appointment Setting (Advanced)

• Administrative Support, Google Docs, Google Sheets (Intermediate)

Marc has extensive experience in both customer service and appointment setting, excelling in managing client communications through multiple channels (phone, email, chat). His strong background in outbound appointment setting, customer support, and sales roles makes him highly adaptable in environments that require excellent communication skills and relationship management. He consistently meets performance KPIs, which showcases his reliability and efficiency.

Strengths:

• Advanced skills in customer service and sales, including both inbound and outbound call management.
• Extensive experience with appointment setting and customer relationship management.
• Familiarity with tools like Salesforce, Calendly, Google Voice, and various CRM systems.

• Marc Louisse has a solid background in different fields such as sales and marketing, customer service, and the travel industry. To complement my professional experience, I have exceptional organizational skills and ability to prioritize tasks effectively. As a committed and motivated individual, I consistently strive to exceed expectations and deliver outstanding results.
• He was proficient in having these skills and tools:
  • Appointment setting / Lead generation
  • Data entry and administrative tasks
  • Inbound and outbound calls
  • Generating leads from multiple sources such as cold calling and email campaigns
  • Management of the sales pipeline through the sales cycle
  • Proficient in using Amadeus
  • Proficient in oral and written communication
  • Excellent Customer Service
  • Can complete tasks before deadlines
  • Experienced in a high-pressure working environment
  • Microsoft Office
  • Microsoft Teams
  • Google Applications
  • Google Calendar
  • Google Drive
  • Canva
  • Facebook
  • Instagram
  • Twitter
  • Zoom
  • WhatsApp
  • Skype
  • Slack
  • Amadeus
  • Sabre
  • Worldspan
  • LinkedIn
  • Genesis
  • Avaya
  • Adobe Acrobat
  • Chat GPT
• He has been a Customer Service Representative for 4 years. Booking flights using Amadeus. Assisting customers by answering all their queries through inbound calls. Ensures that customers are satisfied with our service while also making sure that I hit my monthly target KPI.
• He's been a Marketing Professional for 1 year. Sells products by establishing contact and developing relationships with prospective clients while maintaining the relationship by providing information and guidance. Using my knowledge about vehicles to explain and demonstrate vehicle features in a professional and clear manner. Organized and coordinated schedules of the team to ensure we were able to meet obligations and quota.
• Marc Louisse can start ASAP and open for full time and part time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

• Mark Verson has a bachelor's degree in Mass Communication. Expert in Customer Service inbound and outbound calling. Multi awarded customer service sales representative highly motivated coachable can multitask always committed to get the highest score provided and above all a man of integrity. He has been working for 6 years handling and performing role such as Sales Advisor, Customer Service, Freelance Sales Chat Agent and Appointment Setter for clients based in US
• He was exposed and proficient to the following Skills:
  • Appointment Setting
  • Outbound Calling
  • Client Relationship Management
  • Prospecting and Qualification
  • Customer Service
  • Sales
• He has experience as a Customer Service Representative for 3 years. Handles inbound calls in the U.K. Customers call to check their subscription if they have upcoming charges and renewals pertaining to their subscription. Also handling collections and payment extension.
• He has been an Appointment Setter for 1 year. Responsible for offering Health Life and Mortgage protection Insurance to potential leads in the US. We pre-qualify them for the best policies and send a licensed Insurance Broker.
• He has experience as a Sales Advisor for 2 years. In charge of offering emergency services to our customers for better driving experience and protection. We are also arranging payments extensions and collecting payment for their subscription. 
• He also has experience in Freelancing with different kinds of roles. Such as Sales and Chat Agent. Responsible in doing cold calling, offer vouchers, subscriptions and rewards
• He is a confident user of the following tools 
  • Dialers
  • Callrail
  • Softphone
  • Salesforce
  • Google spreadsheet
  • Slack
  • MS teams
• Mark Verson can start ASAP and open for full time and part time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.

• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.

• A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Mark Verson will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
• Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Documentation (Data Entry & Bookkeeping)
• Customer Support (inbound & outbound calls)
• Email management
• Calendar management
• Content Writing
• Video Editing
• UI/UX Designing

• Lumion
• Revit
• AutoCAD
• Adobe Suite (Photoshop, Illustrator, Premiere Pro & Lightroom)
• SketchUp
• Autodesk

• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Behavioral Summary

Dia is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

• Marvin has a bachelors degree in Mechanical Engineering and was a former OFW and has been working for almost 10 years in the Manufacturing, Travel, Aviation, Tourism and Retail industries were he handled and performed roles such as Reservations Sales Representative, Customer Service Agent, Customer Service Associate, Sales Associate and Sales Personnel.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound calls
  • Email and Chat Support
  • Customer Service
  • Sales
  • Basic troubleshooting
  • Administrative taks
• He is proficient in using tools such as 
  • Microsoft Office Applications (Word, Excel, Powerpoint, OneNote),
  • Zendesk
  •  Slack
  • Skype
  • Zoom
  • MS Team
  • GDS
  • Sabre
  • Amadeus
  • Google apps.
• He can start ASAP, amenable to working any shift and open to any full-time or part-time roles.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Marvin is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Marvin gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Maika has been working for 4 years. She started as a Customer Service Representative/Retention Sales Specialist in a BPO company before she graduated college in 2019. After she finished her degree in food technology, she worked as a Quality Assurance Inspector at a local manufacturing company. She then worked remotely as a Virtual Executive Marketing Assistant and Social Media Manager mostly to real estate businesses in the US.
• She has worked part-time for a company based in California. Her digital marketing tasks include developing social media campaigns, updating social media content across all channels, scheduling posts, events, and updates, and responding to reviews online.
• Overall, she is confident in performing the following:
  • social media management
  • content creation
  • graphics designing
  • photo and video editing
  • web designing
  • SEO
  • email marketing
  • customer service
• She has experience running paid ad through meta and has done organic Ads via Google Mybusiness 
• The maximum budget that she handled was at around 300 USD for 10 days for an open house campaign for real estate that leads to increase of number of expected attendees atleast 30 percent and has been able to sell a property 
• She has also done competitor analysis and social media analytics 
• She has also executed administrative tasks such as appointment setting, cold calling, and database management.
• She is proficient in the following tools/software applications:
  • Facebook, Instagram, Twitter, LinkedIn
  • Google MyBusiness
  • Meta Ads
  • Mailchimp
  • Trello
  • Salesforce
  • WordPress
  • Canva
  • Photoshop
  • CapCut 
  • DocuSign
  • Microsoft Office
  • Google Suite
• Maika is available to start immediately and is amenable to working the day shift for a part-time or full-time position.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur.
• Teaches and shares; often working collaboratively with others to help in any capacity.

Maika Mae is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

Her work pace is faster-than-average and she can learn quickly, but rather generally, if left on their own. Because of their strong social orientation, group learning, mentors, and coaches are most effective.

• Crist took Computer Science in college and has been working for 10+ years. He joined local companies like BPO and staffing. He handled different positions such as Inbound Sales and Billing Specialist, Sales Support, Customer Experience Senior Associate, Team Leader, and B2B Sales Executive. He started his freelancing career in 2022 and worked with US clients
• Throughout his career, he proficiently supported the following: 
  • Sales support
  • B2B sales
  • CRM management
  • Customer service (phone, chat, and email)
  • Coaching and Training
  • Appointment setting
  • Lead generation
  • Billing
  • Email management
  • Data Entry
• During his BPO days, he was one of the Top Performers for Fiscal Year 2020-2021, Top Seller’s Club Performer in 2020, and has been the Team’s POC for almost a year. He was also awarded Spectrum Role Model of the Year.
• He is proficient in Avaya, Salesforce, HubSpot, DocuSign, Google Suite, Canva, Microsoft Office Apps, Shopify, Zendesk, Mailchimp, and Zoho.
• Crist is available to start immediately and is amenable to working the day shift for any part-time or full-time position.

• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• More interested in people, building relationships, and teamwork than technical matters. Generally affable, optimistic, and trusting.
• More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.

Patient and relaxed; is a particularly tolerant and understanding listener. People find this individual easy to talk to and feel no pressure or impatience from this rather easygoing, accepting person. 

• MJ has a total of 12 years working experience handling roles like Executive Assistant, and Recruiter Administrator within manufacturing, oil and gas, and web hosting companies 
• She is experience handling clients based in Africa and US 
• She has in depth experience with back office administration as well as recruitment processes which include 
  • Calendar Management 
  • Email Management 
  • Taking Minutes of the meeting 
  • Scheduling applicants for interviews 
  • Reviewing applications 
  • Helping hiring managers for setting up appointments
  • Preparing training materials 
  • Liaising for onboarding candidates 
  • Doing clerical and data entry tasks 
• She is hiring for Data Specialist, IT, SEO, Executive Assistant, and Facility Maintenance Engineer
• She has also experience with arranging expatriate visa papers and working permits
• She is a confident user of 
  • Microsoft
  • Outlook
  • Google Suite
  • Excel
  • Canva
  • Slack 
  • Asana
  • QuickBooks
• She can start as soon as possible 

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Marijoy will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.