Summary
Overview
Work History
Education
Skills
License
Timeline
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Duc Viet Hoang

Toronto

Summary

Dynamic, dedicated Insurance Broker with proven track record in providing tailored insurance solutions and financial advice. Specialties include: providing advice, prioritizing clients' needs, prospecting, capitalizing on market opportunities, building long-lasting relationship with clients, contributing to team success, etc.


Overview

1
1
year of professional experience

Work History

Insurance Broker/Advisor

Wellcare Insurance
09.2024 - Current


  • Utilized know-your-client and know-your-product forms to effectively assess 25+ client profiles weekly for risk tolerance and capacity analysis.
  • Summarized and simplified products from 17 insurance providers to tailor insurance plans that best suit clients' needs, thereby achieving 95% customer satisfaction.
  • Converted prospect clients by providing dedicated and excellent advisory, thus increased total sales by 20%.

Hospitality Intern

Sandbanks Cottages and Campsites
03.2024 - 06.2024
  • Assisted in daily operation, guest accommodation, and hospitality services efficiently, which improved workflow speed by 30%.
  • Managed continuous relationship with loyal guests by offering special rates and applicable perks, which boosted repeat rate by 10%.
  • Campaigned the Pinoy Fiesta fundraising event for the PECM Hospital Foundation with 200+ participants, which raised over $15,000 donation.

Education

College Diploma - Hospitality And Tourism Management

George Brown College
Toronto, ON
08-2024

Skills

  • Communication
  • Prospecting
  • Bilingual (Vietnamese, English - 75 IELTS)
  • Cross-selling
  • Customer Knowledge
  • Sale Closing
  • Advisory
  • Interpersonal Relationship Management

License

  • Register Insurance Broker of Ontario (RIBO)
  • Life Licence Qualification Program (LLQP)
  • Canadian Securities Course (CSC) (In process)

Timeline

Insurance Broker/Advisor

Wellcare Insurance
09.2024 - Current

Hospitality Intern

Sandbanks Cottages and Campsites
03.2024 - 06.2024

College Diploma - Hospitality And Tourism Management

George Brown College

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Duc Viet Hoang