JOSHUA DU
Los Angeles
Summary
Dedicated customer service professional with 2+ years of client-facing experience in financial services. Skilled at building trust, explaining complex products in simple terms, and tailoring solutions to customer needs. Experienced in consultative sales, compliance accuracy, and creating a positive buying experience.
I bring strong attention to detail, commitment to safety, and a team-oriented mindset, with a personal interest in firearms and responsible ownership.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life Insurance Co
09.2023 - Current
- Provided customer service to clients & account holders.
- Explained products in an easily understandable way with empathy.
- Assessed client's personal goals to match the product that best fits them.
- Nurtured client relationships to be the professional they could turn to.
- Engaged in ongoing training to understand state laws, compliance regulations, and industry standards.
- Efficiently utilized financial software for data entry and analysis tasks.
User Experience Designer
Everyday Korea
04.2023 - 06.2023
- Conducted research on users to gather consumer insights to better inform decision making.
- Worked with team members to align on project goals and deliverables.
Education
Civil Engineering -
Penn State University
State College, PA01-2020
UX Design Certificate -
Google
Google Platform01-2022
Skills
- Customer Service & Relationship Building
- Product Education & Demonstration
- Sales Support & Consultative Selling
- Active Listening & Needs Assessment
- Attention to Detail & Accuracy
- Reliability
Certification
- Firearm Safety Certificate - Active
- California Life, Health, and Accident Insurance - Active
- FINRA SIE - Active
- FINRA Series 6 - Active
- FINRA Series 63 - Active
- FINRA Series 7 - In Progress
Languages
English
Native or Bilingual
Korean
Native or Bilingual
Interests
- Martial Arts - Brazilian Jiu Jitsu (6 years) & Muay Thai (3 years)
- Outdoors - Shooting, Hiking, Camping
- Character Drawing
- Reading
Timeline
Financial Services Professional
New York Life Insurance Co
09.2023 - Current
User Experience Designer
Everyday Korea
04.2023 - 06.2023
Civil Engineering -
Penn State University
UX Design Certificate -
Google
Tools
- SalesForce
- Word
- Excel
- Powerpoint
Scholarship
Army ROTC Scholarship (3 year)
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