Rita Li
Coquitlam,BC
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Financial Services Consultant
Prudential Hong Kong Limited
03.2013 - Current
- Worked with clients to find optimal financial solutions to suit personal and family needs.
- Educated and explained to clients on features of various insurance and financial solutions.
- Assisting marketing department with product campaigns and development.
- Ongoing communication with clients for personal and family update (change of risks profile/needs).
- Achieving MDRT and COT sales target after joining company 2 years
- Promoting brand and core values of Prudential Hong Kong Limited.
Education
Bachelor of Science - Business Administration
Hunan Agricultural University (Hunau)
Changsha, China06.2021
Skills
- Customer Interaction
- Investment Advising
- High Net Worth Individuals Marketing
- Life Insurance
- Risk Management
- Customer Proposals
- Financial Reporting
- Microsoft Office
- Portfolio Review
- Project Development
- Customer Relationship Management
- Technical LifeCycle Management
- Annual Reviews
- Regulatory Compliance
- Prospecting Clients
- Partnership Management
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieving MDRT (Million Dollar Round Table) recognition in 2015 and COT (Court of the Table) recognition from 2016-2019.
Hiking, Badminton
Weekly hiking group event (outings)and Badminton practice.
Timeline
Financial Services Consultant
Prudential Hong Kong Limited
03.2013 - Current
Bachelor of Science - Business Administration
Hunan Agricultural University (Hunau)
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