Xinyi Li Sinnie
New Westminster,Canada
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
16
16
years of professional experience
Work History
Store Manager
J2/Sneakerbox Inc
08.2022 - Current
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Completed point of sale opening and closing procedures.
- Improved customer satisfaction through staff training in customer service and product knowledge.
Insurance Broker
Self-employed
06.2018 - 01.2024
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Administrative Assistant
V.V.S.S. Immigration Consulting Ltd
06.2017 - 06.2019
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Created an organized system for tracking deadlines, ensuring no missed opportunities or delays due to incomplete paperwork or lack of follow-up activities.
- Maintained up-to-date knowledge of immigration policies, sharing insights with colleagues to improve overall team performance.
Cashier
Maxims Bakery
09.2016 - 01.2017
- Greeted customers entering store and responded promptly to customer needs.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Maintained a clean, organized, and well-stocked cashier area to ensure smooth operations.
- Worked flexible schedule and extra shifts to meet business needs.
- Supported other staff members during busy times by assisting with cleaning tasks or restocking shelves as needed.
Customer Service Representative
Alibaba Group (Taobao)
01.2014 - 01.2015
- Answered live online chats to give quick answers and solve problems faster.
- Developed customer service processes to improve customer satisfaction.
- Assisted clients with product questions to facilitate online ordering process.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues through various online platforms.
Sales Associate
Nikon optical
01.2012 - 01.2013
- Greeted customers and helped with product questions, selections, and purchases.
- Answered questions about store policies and addressed customer concerns.
- Contributed to a positive work environment by collaborating with team members and offering support when needed.
Sales Associate
Dongshan Department Store
01.2009 - 10.2009
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Engaged with customers to build rapport and loyalty.
Education
Master of Business Administration -
British Columbia Institution of Technology
01.2017
BA - Business of Marketing
Zhuhai Campus Beijing Institute Of Technology
01.2016
Skills
- Team leadership and coaching
- Effective customer communication
- Financial planning
- Needs assessment
- Prospecting clients
- Insurance product expertise
- Referral generation
LANGUAGES
English: Fluent
Cantonese, Mandarin: Proficient
Timeline
Store Manager
J2/Sneakerbox Inc
08.2022 - Current
Insurance Broker
Self-employed
06.2018 - 01.2024
Administrative Assistant
V.V.S.S. Immigration Consulting Ltd
06.2017 - 06.2019
Cashier
Maxims Bakery
09.2016 - 01.2017
Customer Service Representative
Alibaba Group (Taobao)
01.2014 - 01.2015
Sales Associate
Nikon optical
01.2012 - 01.2013
Sales Associate
Dongshan Department Store
01.2009 - 10.2009
BA - Business of Marketing
Zhuhai Campus Beijing Institute Of Technology
Master of Business Administration -
British Columbia Institution of Technology
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