Tero Huang
Summary
- 6 years experience in the business development process. Involved in case building, financial planning, managing relationships with various insurance carriers and agents.
- 4 years experience in providing exceptional customer service and administration work
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Development Manager
A.T. Financial Group Inc.
08.2015 - Current
- Develop and maintain long-term relationships with advisors, providing continuous support throughout the sales cycle, including prospecting and closing phases.
- Aid advisors in the prospecting phase by preparing sales pitches, identifying potential clients, and strategizing approaches to enhance conversion rates.
- Manage all necessary paperwork and documentation, ensuring accuracy and compliance with regulatory standards, thus streamlining the administrative process for advisors.
- Act as a direct point of contact for advisor clients when advisors are unavailable, providing assistance through email and phone to resolve issues promptly and efficiently.
- Collaborate with internal teams to ensure seamless support and service delivery to clients, contributing to overall client satisfaction and retention.
- Quickly address and solve client issues, demonstrating strong problem-solving skills and a commitment to client satisfaction.
Bookkeeper /Office Administrator
Fort Linen Group Inc
05.2014 - 07.2015
- Generated invoices, receive payments and make deposits through Quickbooks and Excel
- Maintained ongoing accounts of 6 different oil camps
- Contacted accounts receivables by telephone/email whose accounts are past due, 30, 60, 90 days, negotiate resolution, send correspondence
- Prepared timesheets, payrolls and ran pay cheques bi-weekly
- Prepared tax documents and reports for filing - ROE, T4 summary and monthly sales and production reports
- Organized and communicated with wholesalers in China, and prepared shipments
Education
MBA - Finance
Australian Institute of Business
Online Course07.2024
Skills
Project Management
Communication
Problem-Solving
Time Management
Quick Learner
Data Analytics
Leadership Skills
Corporate Networking
Licenses
- Life License Qualification Program (LLQP)
- RIBO Level 1
Certificate
- Canadian Securities Course (CSC)
- FLMI Level 1 Certificate in Insurance Fundamentals
Certification
- Chartered Life Underwriter (CLU)
- Certified Health Insurance Specialist (CHS)
Timeline
Business Development Manager
A.T. Financial Group Inc.
08.2015 - Current
Bookkeeper /Office Administrator
Fort Linen Group Inc
05.2014 - 07.2015
MBA - Finance
Australian Institute of Business
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