Aries Heng Jia Chen
Vancouver,BC
Summary
Insurance professional well-versed in delivering comprehensive insurance solutions and fostering client relationships. Proven track record in driving team success and achieving targeted outcomes. Known for excellent communication abilities and adaptability to evolving market conditions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Insurance Agent
Westland Insurance Group
08.2021 - 09.2024
- Managed a diverse portfolio of clients, consistently meeting or exceeding sales targets.
- Stayed current on industry trends and regulatory changes to provide informed advice to clients and colleagues alike.
- Identified cross-selling opportunities within existing client base, maximizing revenue potential.
- ICBC auto insurance renewal and change
- condo and house insurance qutoe
- travel insurance quote
- Met with customers to provide information about available products and policies.
Insurance Agent
Pacific Place Insurance
01.2013 - 08.2021
- Sell various types of insurance policies to businesses and individuals, deliver and explain policies, analyze insurance programs, seek out new clients, ensure policy requirements are fulfilled, explain features of policies, calculate premiums, monitor insurance claims, perform administrative tasks, and maintain client bases.
Financial Advisor
London Life
01.2012 - 12.2012
- Sell financial products, analyze financial information, answer clients' questions, review accounts, recommend strategies for financial goals, conduct seminars on financial planning topics, and guide clients in gathering necessary information.
Education
High School Diploma -
THE AFFILIATED HIGH SCHOOL OF FUJIAN NORMAL UNIVERSITY
Fuzhou, Fujian07.2010
Kinesiology -
UNIVERSITY OF LETHBRIDGE
Lethbridge, AB07.2010
Business management -
FU ZHOU UNIVERSITY
Fuzhou, Fujian06.2006
Skills
- Mandarin Speaking, reading, writing
- General Insurance level 3
- Life insurance
Certification
INSURANCE AGENT
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Senior Insurance Agent
Westland Insurance Group
08.2021 - 09.2024
Insurance Agent
Pacific Place Insurance
01.2013 - 08.2021
Financial Advisor
London Life
01.2012 - 12.2012
Kinesiology -
UNIVERSITY OF LETHBRIDGE
Business management -
FU ZHOU UNIVERSITY
High School Diploma -
THE AFFILIATED HIGH SCHOOL OF FUJIAN NORMAL UNIVERSITY
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