Yang Yang
Calgary,AB
Summary
Accomplished Financial Advisor with a proven track record at Planium Wealth Ltd., adding 20 new clients in a year and earning MDRT certification. Skilled in Microsoft Office and CRM software, fluent in English and Mandarin, with exceptional problem-solving and communication abilities. Expert in client-centered service and group insurance products.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Planium Wealth Ltd.
05.2023 - Current
- Independently sourced and served clients, adding 20 new group insurance clients in the first year
- Awarded MDRT certification in the first year as an independent advisor, recognizing exceptional performance
- Demonstrated deep understanding of group insurance products, effectively communicating their advantages and features to clients
- Provided comprehensive support to clients, maintaining a client-centered approach with excellent communication and problem-solving skills.
Associate Advisor
Keylink Financial Solutions Ltd.
05.2019 - 05.2023
- Assisted advisors in scheduling client appointments, organizing client and quote materials, and providing post-service client support
- Managed and serviced nearly 100 group insurance clients, developing extensive experience in group insurance sales and service
- Implemented efficient service processes, enhancing client satisfaction and retention.
Education
Bachelor's Degree - English Art
University of Business and Economics
03.2005
Skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- CRM software
- Support-related tools
- Fluent in English
- Mandarin (CLB 8)
- Strong communication
- Interpersonal skills
- Excellent problem-solving abilities
- Customer-focused mindset
Certification
LLQP: Life License Qualification Program Certification
Languages
Fluent in English and Mandarin (CLB 8).
Timeline
Financial Advisor
Planium Wealth Ltd.
05.2023 - Current
Associate Advisor
Keylink Financial Solutions Ltd.
05.2019 - 05.2023
Bachelor's Degree - English Art
University of Business and Economics
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