ALBERT CHRISTO
Richmond,CA
Summary
A seasoned leader in the financial services sector, I've driven strategic growth and operational excellence at Pacific Insurance Agencies Ltd and Pylon Wealth Management Group Inc. Leveraging skills in strategic planning and sales leadership, I've enhanced company performance and client satisfaction. My approach combines financial management with mentoring, fostering team strengths and client trust for sustained success. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
29
29
years of professional experience
Work History
Managing Director
PACIFIC INSURANCE AGENCIES LTD
07.2024 - Current
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
- Managed risk effectively by instituting comprehensive mitigation strategies across the Agency's operations.
- Strengthened client relationships with regular communication, timely policy delivery, and high-quality services.
- Observed each employee's and producer's individual strengths and initiated mentoring program to improve areas of weakness.
Managing Director
PYLON WEALTH MANAGEMENT GROUP INC
01.2019 - Current
- Increased overall company performance by implementing strategic management initiatives and streamlining operations.
- Managed risk effectively by instituting comprehensive mitigation strategies across the organization''s operations.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Assisted in recruiting, hiring and training of team members.
- Observed each producer's individual strengths and initiated mentoring program to improve areas of weakness.
General Insurance Agent
PACIFIC INSURANCE AGENCIES LTD
10.2008 - 07.2024
- Maintained strict adherence to regulatory requirements in all aspects of daily operations including licensing renewals, continuing education requirements, and recordkeeping practices.
- Leveraged advanced knowledge of insurance products, coverage options, and underwriting guidelines to skillfully advise clients on suitable policies for their unique needs.
- Developed strong relationships with clients through excellent communication skills and attentive listening, leading to high customer retention rates.
- Expanded client base through targeted marketing efforts such as referral from my existing life insurance clients.
- Analyzed customer needs to provide customized insurance solutions.
Life Insurance Advisor
PYLON FINANCIAL GROUP INC
11.1995 - 01.2019
- Conducted regular follow-ups with clients to review policies, update coverage as needed, and maintain positive relationships.
- Simplified complex insurance concepts for clients, fostering trust and confidence in their decision-making abilities.
- Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.
- Developed strong relationships with clients for long-term retention and referral opportunities.
Education
BBA - FINANCE
HONG KONG BAPTIST UNIVERSITY
HONG KONG06.1994
Skills
- Sales Leadership
- Strategic Planning
- Mentoring and training
- Staff Management
- Business Planning
- Financial Management
- Multitasking Abilities
Languages
English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Professional Working
Timeline
Managing Director
PACIFIC INSURANCE AGENCIES LTD
07.2024 - Current
Managing Director
PYLON WEALTH MANAGEMENT GROUP INC
01.2019 - Current
General Insurance Agent
PACIFIC INSURANCE AGENCIES LTD
10.2008 - 07.2024
Life Insurance Advisor
PYLON FINANCIAL GROUP INC
11.1995 - 01.2019
BBA - FINANCE
HONG KONG BAPTIST UNIVERSITY
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