Ryan Vuong
Calgary,Canada
Summary
Dedicated finance professional with expertise in life insurance and financial planning. Known for being approachable and empathetic, Excel at analyzing client needs and providing tailored insurance solutions to secure their financial futures. Skilled in presenting complex financial concepts clearly to diverse audiences, ensuring clients make informed decisions. Proficient in utilizing financial modeling and data analysis tools to support comprehensive financial strategies. Committed to building long-lasting client relationships and enhancing their financial well-being through trust and personalized service.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Licensed Financial Advisor
Greatway Financial
02.2024 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
- Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
- Advised clients on tax-efficient strategies for their investments, resulting in optimized tax returns.
Territory Sales Representative
SRP Companies
05.2024 - 09.2024
- Enhanced product knowledge among customers by conducting informative presentations and demonstrations.
- Optimized route planning for account visits, reducing travel time and allowing for increased face-to-face interactions with clients.
- Established trust with clients through consistent follow-ups, leading to long-term partnerships and repeat business.
- Boosted sales in assigned territory by developing and maintaining strong relationships with key clients.
Education
Diploma - FInance
Southern Alberta Institute of Technology
Calgary, AB04-2025
High School Diploma -
Lester B. Pearson Highschool
Calgary, AB09.2023
Skills
- Retirement Planning
- Presentation Skills
- Insurance Planning
Conducted in-depth assessments to determine clients’ retirement goals, needs, and timelines
Adaptable presenter with experience tailoring content for both technical and non-technical audiences, ensuring key financial insights are conveyed effectively
Designed tailored insurance plans based on clients’ financial goals, risk tolerance, and personal circumstances
- Customer Service
- Communication Skills
- Work Ethic
Engaged with clients in a professional, empathetic manner to understand needs and resolve inquiries, ensuring a positive customer experience
Proficient in active listening, able to communicate effectively with peers, colleagues, and other professionals
Dedicated and hardworking individual with a strong work ethic, committed to delivering high-quality results on time and exceeding expectations
Certification
- Licensed Financial Advisor - 02/24 - Current
- Life insurance License - 02/24 - Current
- Accident & Sickness License - 02/24 - Current
- MS Excel Specialist - 11/23
- MS Word Specialist - 11/23
- Investment Allocation Certificate - 08/24
- Mastering E-Mail Certification - 5/24
- Effective Communication Certification - 5/24
- Ethics Training Certification - 5/24
- IT Risk Training Certification - 5/24
- FINTRAC Training Certification - 5/24
- Protecting Confidential Information Certificate - 5/24
Timeline
Territory Sales Representative
SRP Companies
05.2024 - 09.2024
Licensed Financial Advisor
Greatway Financial
02.2024 - Current
Diploma - FInance
Southern Alberta Institute of Technology
High School Diploma -
Lester B. Pearson Highschool
Similar Profiles
Lorna SeballosLorna Seballos
Account Manager/Office Administrator at Greatway FinancialAccount Manager/Office Administrator at Greatway Financial
Venus MangunayVenus Mangunay
Finanvial Advisor at Greatway FinancialFinanvial Advisor at Greatway Financial
Hannelore CastilloHannelore Castillo
Financial Advisor at Greatway FinancialFinancial Advisor at Greatway Financial