VAN MAI
Regina,Canada
Summary
Licensed Insurance Agent with LLQP certification, currently representing WFG since January 2025. Studying both the IFIC Mutual Funds Course and the Canadian Securities Course (CSC) to deepen knowledge in investment and wealth management. Skilled in client service, administrative support, and financial service operations. Committed to compliance, accuracy, and supporting financial advisors in delivering value to clients.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent (Part-Time)
World Financial Group (WFG)
01.2025 - Current
- Provide life insurance and financial protection plans tailored to individual client needs.
- Conduct needs analysis, support goal-based financial planning, and offer product guidance.
- Maintain compliance with regulatory standards and conduct detailed client documentation.
- Participate in marketing initiatives, seminars, and client acquisition events.
- Build lasting client relationships through education, trust, and ongoing service.
Administrative Assistant & Customer Support
ATTP Group Inc.
06.2021 - Current
- Schedule and coordinate meetings, manage internal communications and calendars.
- Deliver client service across multiple channels and resolve issues efficiently.
- Maintain organized digital and physical records, ensuring privacy and accessibility.
- Liaise with external vendors and support internal process optimization.
Customer Services Assistant Manager
Prudential Finance
04.2017 - 03.2020
- Supervised the customer service team and improved workflow efficiency.
- Resolved client escalations and led service quality improvement efforts.
- Designed and implemented staff training and coaching programs.
- Coordinated with internal teams to align service delivery with business goals.
Customer Service Representative
Asia Commercial Bank
12.2009 - 03.2017
- Delivered frontline banking services, including account operations and card support.
- Ensured compliance with financial regulations and customer documentation standards.
- Supported marketing efforts for new product introductions and financial services.
- Updated customer service protocols and worked with cross-functional teams.
Education
Post-Graduate Certificate - Financial Services
Saskatchewan Polytechnic
Regina, SK04.2024
Bachelor of Business Administration - International Business
Foreign Trade University
Vietnam 05.2009
Skills
- Licensed Insurance Agent (LLQP)
- Financial Services Knowledge
- Client Relationship Management
- Office Administration & Scheduling
- Regulatory Compliance & Documentation
- Corporate & Internal Communications
- Microsoft Office Suite
- Complaint Resolution & Service Recovery
- Sales Support & Client Onboarding
Certification
- LLQP License – Licensed Insurance Agent.
- IFIC Mutual Funds Course, Currently enrolled.
- Canadian Securities Course (CSC), Currently enrolled.
Timeline
Licensed Insurance Agent (Part-Time)
World Financial Group (WFG)
01.2025 - Current
Administrative Assistant & Customer Support
ATTP Group Inc.
06.2021 - Current
Customer Services Assistant Manager
Prudential Finance
04.2017 - 03.2020
Customer Service Representative
Asia Commercial Bank
12.2009 - 03.2017
Post-Graduate Certificate - Financial Services
Saskatchewan Polytechnic
Bachelor of Business Administration - International Business
Foreign Trade University
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