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
Vaughan, ON
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
Picton, ON
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, ON08-2024
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