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• 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.

• In her more than 20 years of employment, Phoebe has held positions such as real estate virtual assistant, ESL tutor, customer service representative, activation specialist, and customer relations consultant in educational institutions, property management/real estate, and business process outsourcing firms handling telecommunications, financial, and law publishing accounts. She has catered to global clients.
• She was exposed to the following tasks:
  • Appointment Setting
  • Lead Generation
  • Cold Calling
  • Email and Chat Support
  • Phone Support
  • Customer Service
  • Technical Support
  • Social Media Management
  • Researching
  • Marketing Analysis
  • Administrative Tasks
• She is proficient in using tools such as Microsoft Office, Google apps, LinkedIn Sales Navigator, Netsuite, Mojo, Siebel, Dos, Asana and Skype.
• She can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

• 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.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.

Sunset Phoebe 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.

• Aiza has been working for more than 10 years now in the Financial Service and Online Educational Institution handling roles such as Sales Consultant, Purchaser & Admin, Online English Instructor and Part-time Financial Advisor. She then started being a independent contractor in 2022 as Social Media Manager for Real-estate and Pastry business. She was able to handle clients from Israel.
• She was exposed to the following tasks:
  • Social Media Management (FB, IG, Tiktok, Twitter and Youtube)
  • Content Strategizing
  • Analytics and Reporting
  • Graphic Designing
  • Sales
  • Online Teaching
  • Administrative tasks
• As as Social Media Manager she was tasked to: 
  • Effectively handle the social media presence and administrative tasks to promote the company's properties,engage with potential clients, and enhance its online reputation.
  • Maintain an up-to-date database of property listings,including details like property descriptions, images, videos,pricing, and availability status.
  • Organize and manage leads generated through socialmedia channels, website inquiries, and other sources. Followup with potential clients and nurture them throughout the sales process.
  • Communicate with clients, both buyers and sellers, throughvarious channels, such as email and direct messaging, toprovide updates, answer questions, and maintain a positiveclient experience.
  • Conduct market research to stay updated on real estatetrends, property values, and competition in the local market.Provide insights and recommendations to the real estate team based on the research findings.
• She also into article writing, topics were about beauty products.
• She is proficient in using tools such as Capcut, Filmora, Canva, Adobe Photoshop, Google workspace, MS Office, Trello, Monday.com, Notion and Click-up.
• She can start ASAP, amenable to working any shifts 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.
• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.

Aiza Concepcion 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.

Understanding the technical aspects of own work well, is capable of exercising ingenuity in problem-solving within the limits of specialized expertise and training. Conservative and eager to avoid risk, is cautious and skeptical about new ideas. Will be comfortable with established, approved systems, technology, organizational relationships, and people.

• Judith is a Computer Science graduate and has 20+ years of experience. Her career started when she was employed in a hotel resort as a Front Office cum Cashier and was promoted to Accounting-in-charge. She also joined an insurance company as a Data Encoder for 4 years. Since 2014, she has been an ESL online teacher to Chinese adult students on a flexible schedule. Simultaneously, she got hired in a BPO as a Customer Service Representative assigned to an education campaign.
• Over the years, she became well-versed in performing the following:
  • Online teaching
  • Accounts receivable
  • People management
  • Encoding patient information
  • Proctoring and monitoring student's exam
  • Customer support via phone
  • Student technical assistance
• As a Data Encoder, she
  • Accurately input and update data into the company database;
  • Conduct regular data quality checks to ensure accuracy and completeness; and
  • Collaborate with team members to streamline.
• She is adept with Slack, Zoho, Twilio, Zoom, GoTo Meeting, Canva, Microsoft Office Apps (Word, Excel, Teams, Outlook), and Google Spreadsheets.
• She can start immediately.
• She is amenable to a morning or mid-shift, part-time or full-time position.

• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.

Judith is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating influence on others, while being firm, direct, and self-assured in dealing with them.

• Kirsty has been working for more than 10 years for various BPO companies. She handled different roles wherein she started as a Customer Care Specialist and then became a Technical Support. She had also catered to US, UK, and Australian clients being a Sales Representative. In addition, she has experience working as a Publishing Consultant wherein she managed professional authors through the publication process, and as an HR Specialist focusing on screening candidates and implementing training and development plans. 
• Recently, she worked remotely as an HR Manager for a US-based company where her involvement was in general - recruitment, employee relations, compensation and benefits, and training and development. At the same, she was also engaged with Sales - doing lead generation and appointment setting. 
• Overall, her expertise is in the following:
  • Customer Service
  • Outbound Sales
  • B2B campaign
  • Recruitment
  • Onboarding
  • ESL Teaching
  • Appointment Setting
  • Account Management
• She is adept in using tools/applications such as Salesforce and Microsoft Office - Word, Powerpoint, Excel, SharePoint, and Outlook.
• She is available to start immediately.

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• 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.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, Kirsty will work within those standards to ensure repeated successes and high-quality results. She has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well-thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Agatha brings over a decade of experience across diverse industries, including customer service, ESL instruction, data entry, and real estate. Her roles have consistently required strong communication skills, client engagement, and adaptability in fast-paced environments, making her a versatile and resilient candidate.

With significant experience in customer service, Agatha has worked with American companies in the BPO sector, holding roles as a Customer Service Representative and Reservation Sales Specialist. Her background as an ESL teacher and supervisor highlights her expertise in communication, while her experience in real estate cold calling demonstrates her effectiveness in lead generation. Agatha holds TESOL and TEFL certifications, further enhancing her qualifications in client-facing roles.

Her progression to a supervisory role in ESL instruction and her achievements in data entry and real estate reflect her dedication to professional growth. Agatha’s ability to manage responsibilities independently, combined with her focus on quality, indicates her reliability.

She is proficient in customer support, sales, and teaching and is skilled in tools like CallTools, RingCentral, Hubstaff, Aircall, and REISift. Her computer proficiency and command of English enable her to excel in administrative, communication, or technical support roles.

Agatha is ready to start immediately.

• 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.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Agatha Rossane 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 Agatha Rossane, who takes responsibilities very seriously.

• Technical Expertise: Proficient in accounting software (QuickBooks, Salesforce, SAP), financial statement preparation, and multi-state sales tax compliance.
• Process Optimization: Adept at documenting and streamlining workflows, contributing to knowledge sharing and operational consistency.
• Team Leadership: Strong mentoring skills, effectively training new employees on systems and best practices.
• Client Management: Exceptional at onboarding, maintaining communication, and addressing client concerns, ensuring satisfaction and compliance.
• Attention to Detail: Demonstrates accuracy in managing high-volume transactions, reconciliations, and regulatory reporting.
• She is able to start immediately.

• 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-dened team for which they produce high-quality output and decisions.
• Unhurried and deliberate, stable and will do things using the established process; nds it dicult 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.”

Katrina is 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. Katrina Marie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Katrina Marie is unselsh, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously. Does things the established or conventional way, and will make changes only when convinced, with hard evidence, that the new way will be better. In rolling out new changes, Katrina Marie will be very tactical, thinking through exactly how it should be done, creating a complete plan, and having solutions to possible pitfalls. Decisions will be equally well thought-out.

• Outbound B2B sales
• Appointment setting
• After sales
• Admin assistance
• Loan processing
• Tutoring
• Order processing and verification
• Basic troubleshooting
• Customer support

• Grasshopper
• Google Suite
• DocHub
• Slack

• 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.
• Works steadily at an even pace; most productive with fewer interruptions.

Mnemosyne is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

In most circumstances, she is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.

• Mitch has been employed by a local hospital for more than 20 years, serving in the position of a billing officer. She made the decision to start freelancing after the pandemic and worked in the real estate, educational, and manufacturing sectors, performing tasks like real estate virtual assistant, private ESL tutor, and accounting associate. She presently works as a part-time private ESL tutor with a flexible schedule and holds a bachelor's degree in accounting. She has an experience working for Russian, Japanese, Koreans, Indonesians and local clients.
• She took online classes to develop her skills in Project Management, Social Media Management, Facebook and Instagram Advertising, and Basic Graphic Designing.
• She was able to train a sales staff and generate 20% of the company's revenues for the previous year while she was employed by a real estate firm.
• She was exposed to the following tasks:
  • General Admin
  • Bookkeeping
  • Billing
  • Invoicing
  • Customer Service
  • Digital Marketing
  • Social Media Management
  • Product listing
  • Appointment Setting
  • B2C marketing
  • Monitoring of Accounts Receivable
  • Data entry
  • Preparation of monthly reports
• She is proficient in using tools such as Office 365, MS Tools, Google Apps, Canva, Pick Monkey, Vector, SAP, Hubspot, Headline Analyzer, Mailchimp, Chat GPT,  FB Ads Manager, Hootsuite, Trello, Grammarly and Quillbot.
• She has a basic knowledge in Xero and QuickBooks. 
• She can start ASAP, amendable working any shifts and open to any full-time or part-time role.

• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
• Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
• Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.

• 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".

Michelle 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.

• Gerald has been working for more than 10 years.
• He has gained experience/expertise with:
  • Customer Service
  • Technical Support
  • Data Encoding
  • Online English/Science Teaching
  • Real estate sales
• He used to work in the BPO and Real Estate industries and recently he transitioned to working permanently on a homebased set-up doing online English teaching to mostly Japanese students.
• He is adept with using tools/technologies such as Avaya, CRM and Skype
• He's also skilled with handling inbound calls, email & chat.
• He used to be promoted as well from an agent to supervisory role when he worked in the BPO industry
• He can start ASAP

• 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.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.

• Kath has been working remotely for 11 years now. She acquired a degree in Nursing in 2010. After her stint with a local magazine company, she shifted to remote work and started as an ESL Online Teacher to Chinese students. After 3 years, she joined a Singapore-based HR consulting company as an Appointment Setter. Most of her employment after that was with clients from the UK, Canada, and the US engaging in education, biotechnology, real estate, merchant, and cleaning industries.
• She became well-versed in performing the following:
  • Appointment setting
  • B2B outbound sales
  • Cold calling
  • Emails and SMS outreach
  • Social media management - LinkedIn, Instagram, and Facebook
  • Lead generation
  • Tutoring
• She is an adept user of Apollo.io, MailChimp, Go High-level, HubSpot, Salesforce, Zendesk, Microsoft Office Apps (Outlook, Excel), Google Workspace (Document, Spreadsheet, Drive, Hangouts), Slack, Discord, Trello, Realestate.com.au, and PopStream.
• She can start anytime.
• She is amenable to working in any shift, whether part-time or full-time.

• 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.