CHONG CHEN
Financial Services
Calgary,Alberta
Summary
Thrived 6 years in sales and management in the financial industry and 7 years in customer service, I have developed a strong sense of serving others and interest in financial services. I also had 7 years of working experience in international companies, and 6 years of overseas living experience. These experiences enhanced my strength in communication, problem-solving and teamwork, and have given me an open mind to embrace diversity and inclusion.
I am an international student studying at SAIT, majoring in financial services. I have a student permit, which allows me to work legally in Canada.
Overview
13
13
years of professional experience
7
7
years of post-secondary education
Work History
Senior Course Consultant
EF Education First
06.2016 - 11.2017
- Delivers exceptional service to EF customers and prospects
- Identifies customer needs and provides advice and guidance regarding study solutions that are in the best interests of customers
- Works collaboratively within the course department to deliver the desired customer experience and achieve overall sales target
- Welcomes customers warmly and supports customers with free language test and English lesson
- Understand the customer's language ability through the results of the test or the teacher feedback after the free trail class
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address English study needs
- Contributes to meeting sale targets and the customer experience
- Supports operational activities (e.g
- Following up on customer applications, contract sign, paying tuition fee and further study activities)
- Probes to understand customer personal goals and needs of English study, integrates marketing promotions and programs into customer conversations to provide strategic advice, and make a sale at the first consulting
- Takes the initiative to find creative approaches that make each customer’s experience feel personal
- Contributes to business results and the overall experience delivered in the team
- Follows through on compliance processes and policies to ensure we maintain their privacy, and act in their best interest
- Continue to learn different industry knowledge and the needs for English, guide customer to achieve their career and life goals through English courses
- Completes standardized tasks under supervision
- Sales tasks can be completed every month
- Increase customer stickiness and increase referrals
- Broader work or accountabilities may be assigned as needed.
Sales Operation
Microsoft China Ltd.
10.2012 - 10.2015
- Executive assistance for the Sales Director, China
- The main work included generating reports for sales opportunities and for operational forecasts; supporting sales manager on daily sales activities; managing Bank Guarantee Process; provide daily operational support to sales teams.
Team Leader
Sunshine Insurance Group
12.2009 - 06.2012
- As the team leader, I was responsible for annual sales forecast, determined the target system and sales quota of the sales department, and recruit sales team and train sales staff
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Provided ongoing support to direct reports, addressing concerns or questions promptly so they could remain focused on their tasks.
- Met the team quota for all 3 years
- Awarded with the best team and the highest productivity team in the fourth month of starting the new team.
Tele-sales
Sunshine Insurance Group
07.2007 - 12.2009
- Proved successful working within tight deadlines and a fast-paced environment.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Pitched products and services to potential customers, securing new deals and sales opportunities
- Utilized sales techniques to build customer interest and close sales
- Won the Annual Accident Insurance sales champion (2008), Won Annual Top Sales Rewards
English Travel Guide
Beijing Hutong Travel Agent
07.2004 - 07.2007
- Led tour groups to visit places in Beijing to engage and understand Chinese and Beijing culture.
Education
Business Administration Financial Services -
Southern Alberta Institute of Technology (S.A.I.T.)
05.2023 - Current
Master of Art Fashion & Brand Management -
Limkokwing University
04.2018 - 07.2020
Finance and Financial Management Services -
Beijing Union University
09.2000 - 07.2004
Skills
- Strong sense to serve others; Honest; Empathy; Effective communication skills; Strong Organization skills; Accountable; Learnability; Punctuality; Leadership; results oriented; Problem solving; Standards compliance; Microsoft Office; Competent computer user; First Aid & CPR / AED Certification; Fluent English and Native Chinese Speaker; Class 5 Diver’s License
Volunteer Experience
S.A.I.T, Canada, Member of Student Leadership Program, 2023-01-01, Collaborate with SAIT multiple developments to plan develop and organize events and activities include: New Student Orientation and the Big SAIT Welcome, Cultural celebrations like Diwali and Lunar New Year, LEADS program internal workshops and activities, Promotional booths for Student Engagement programming.
Have excellent working knowledge of Student Engagement portfolios and activities, as well as SAIT services, to effectively educate peers on available opportunities.
Attend student leadership training and other relevant professional development and training sessions that will be offered throughout each term.
Hobbies and Interests
Hiking, Cycling, Music, and Movie. New to Calgary, especially looking forward to exploring more winter sports.
Timeline
Business Administration Financial Services -
Southern Alberta Institute of Technology (S.A.I.T.)
05.2023 - Current
Master of Art Fashion & Brand Management -
Limkokwing University
04.2018 - 07.2020
Senior Course Consultant
EF Education First
06.2016 - 11.2017
Sales Operation
Microsoft China Ltd.
10.2012 - 10.2015
Team Leader
Sunshine Insurance Group
12.2009 - 06.2012
Tele-sales
Sunshine Insurance Group
07.2007 - 12.2009
English Travel Guide
Beijing Hutong Travel Agent
07.2004 - 07.2007
Finance and Financial Management Services -
Beijing Union University
09.2000 - 07.2004