Melvin Yong
Edmonton,AB
Summary
Personable and dedicated professional with natural aptitude for building relationships and understanding client needs. Possesses strong knowledge of insurance products and financial planning, along with skills in consultative sales and policy analysis. Focused on helping clients secure their financial futures through thoughtful and personalized insurance solutions.
Overview
13
13
years of professional experience
Work History
Life Insurance Agent
American Income Life
03.2021 - 01.2025
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
POS Sales
Clover Network
02.2021 - 01.2025
- Trained new POS associates, ensuring they fully understood company policies and procedures.
- Adhered to company policies regarding returns and exchanges, maintaining a high level of integrity in all transactions.
- Operated multiple POS systems proficiently, allowing for seamless transitions between different workstations as needed.
Billing Consultant
The Bill Advisers
01.2020 - 01.2021
- Generated invoices upon receipt of billing information and tracked collection progress.
- Collaborated with sales team to ensure accurate representation of products and services in client contracts for proper billing.
- Improved client satisfaction by addressing billing inquiries and resolving discrepancies promptly.
Owner
Hi-Tech Nails Spa | Bar
04.2018 - 04.2019
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Owner
Area 51 Cellphone Accessories
04.2012 - 08.2018
- Managed day-to-day business operations.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
Skills
- Insurance Sales Expertise
- Client Portfolio Oversight
- Client Relationship Management
- Building relationships
- Website Development
- Digital Marketing Expertise
Timeline
Life Insurance Agent
American Income Life
03.2021 - 01.2025
POS Sales
Clover Network
02.2021 - 01.2025
Billing Consultant
The Bill Advisers
01.2020 - 01.2021
Owner
Hi-Tech Nails Spa | Bar
04.2018 - 04.2019
Owner
Area 51 Cellphone Accessories
04.2012 - 08.2018
Similar Profiles
Robert PincusRobert Pincus
Supervising Agent at American Income Life / Globe LifeSupervising Agent at American Income Life / Globe Life
Joelle WisdomJoelle Wisdom
Licensed Life Insurance Producer at American Income Life (Globe Life)Licensed Life Insurance Producer at American Income Life (Globe Life)
Myles McKatherineMyles McKatherine
Insurance Sales Agent at Globe Life American Income LifeInsurance Sales Agent at Globe Life American Income Life
Alriza EscamillaAlriza Escamilla
Insurance Agent at AO Globe Life American Income LifeInsurance Agent at AO Globe Life American Income Life
Harmanjot KaurHarmanjot Kaur
Warehouse Worker at AmazonWarehouse Worker at Amazon