Xiqian Yao
Markham
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 6-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Life and Health Insurance Advisor
Desjardins Financial Security
09.2017 - Current
- Discover clients needs and listen to understand what they are asking for.
- Identify your client's life and financial goals and build long-term relationships.
- Educate clients by providing relevant insights and expert advice.
- Solve clients changing insurance requests by providing financial planning advice and solutions.
Sales Manager
Mapleville
10.2015 - 06.2017
- Develop and maintain relationships with customers and industry key contacts.
- Provide customer management solutions in response to deficiencies in client service and operating process.
- Evaluate effectiveness of each marketing activities in achieving corporation targets.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Administrative Assistant
Avocation Employment
09.2014 - 10.2015
- Provide customer service and general administrative support
- Pre-screen candidates, determine applicants qualifications by conducting initial interview and verifying references
- Complete basic research and prepare interview schedule and interview package for the hiring panel.
- Executed record filing system to improve document organization and management.
- Scheduled meetings and client appointments for staff teams.
Education
Bachelor of Arts - Human Resource Management And Sociology
University of Toronto
Mississauga, ON06.2014
Skills
- Health Insurance Industry Knowledge
- Customer Relationship Management
- Active Learning
- Communication Skills
- Client Needs Assessment
- Manage Contracts
- Sales Activities
- Client Rapport-Building
- Making Insurance Decisions
Certification
Life License LLQP
Languages
English
Full Professional Proficiency
Chinese(Mandarin)
Native Proficiency
Timeline
Life and Health Insurance Advisor
Desjardins Financial Security
09.2017 - Current
Sales Manager
Mapleville
10.2015 - 06.2017
Administrative Assistant
Avocation Employment
09.2014 - 10.2015
Bachelor of Arts - Human Resource Management And Sociology
University of Toronto
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