Céline Huang
Financial Sales Associate
Richmond,BC
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining sales of financial products.
Overview
6
6
years of professional experience
Work History
Bookkeeper
Home Chinese Market
07.2021 - 10.2022
- Maintained and processed invoices, deposits and money logs.
- Verified postings to ledgers to confirm accurate entry and account balances.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
Financial Sales Associate
CCB Life Insurance
09.2017 - 10.2022
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Implemented initiatives to improve customer satisfaction and increase repeat business.
- Motivated high-performing sales team to increase sales at all time.
Education
BBA - Accounting
University of Regina
Regina, SK06.2014
Skills
- Strong language skills for Mandarin and English
- Strong Client Relationship Management
- Strong Interpersonal Communication Skills
- Strong Customer Satisfaction Skills
- Fast learner and Customer Referrals
- Business skills and self motivated
- Suitable for high pressure work environment
Singing, Yoga, World-Wide Travel
Likes to makes friends with people in different places and different cultural background. Overall a enthusiastic and cheerful person and who likes communication.
Timeline
Bookkeeper
Home Chinese Market
07.2021 - 10.2022
Financial Sales Associate
CCB Life Insurance
09.2017 - 10.2022
BBA - Accounting
University of Regina
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