DAO WANG
San Francisco,United States
Summary
Self-motivated and dedicated individual with refined interpersonal and multi-tasking skills. Seeking an Account Executive and Management position to put the extensive experience in developing new businesses and improving the company's customer relationship.
Overview
8
8
years of professional experience
Work History
Agent
New York Life
11.2023 - Current
- Providing financial eduction to my clients, review individual needs and objectives.
- Prioritize client's objectives to establish benchmark goals, then tailored a wholistic financial plan to help client's achieve financial goal.
- Monitor progress, provide ongoing service for needs and unexpected change over time.
Account Executive & Agent Aspirant
State Farm
04.2022 - 08.2023
- Excelled to exceed monthly sales goals, while servicing a $4 million book of business.
- Uncovered potential needs for home insurance through market expansion in adjacent States: Oregon and Arizona.
- Deepening relationships with existing clients by reviewing products and cross-selling.
- Customize product solutions to increase customer satisfaction.
- Building trusted relationships between the company and customers.
Business Development Representative
State Farm
01.2022 - 04.2022
- Partnering with other companies to create brand awareness.
- Contacting potential prospects through cold calls and emails.
- Identify new customers' needs and suggest appropriate products or solutions.
- Proactively seek new business opportunities in the market.
- Maintaining exceptional customer service through outbound sales calls, emails, and follow-ups.
CSLD Leadership Fellow Member
San Francisco State University
02.2021 - 11.2021
- Self-proficiency of time management
- Strategies provided to team members in projects, leading members to adapt fast changing trends and turning challenges into opportunities.
- Distributed assignments and organized roles for each team member in minor groups.
- Coordinated meetings and events based on team members' schedules.
Register Cashier
Teaven
06.2016 - 02.2020
- Excellent customer service and was able to perform cross-selling to customers.
- Promptly responded to general inquiries from customers and coworkers if needed.
- Strong problem-solving skills to react properly during unexpected events.
- Excelled in exceeding daily goals by making an average of $1000 in revenue to the store per day.
Education
Bachelor of Arts in Sociology -
San Francisco State University
12.2021
Skills
- B2B Sales
- Sales Management Skills
- Creative Problem Solving Skills
- CRM
- Effective Verbal and written Communication
- Negotiation
- Salesforce Marketing Cloud
- Business development
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
English
Native or Bilingual
Timeline
Agent
New York Life
11.2023 - Current
Account Executive & Agent Aspirant
State Farm
04.2022 - 08.2023
Business Development Representative
State Farm
01.2022 - 04.2022
CSLD Leadership Fellow Member
San Francisco State University
02.2021 - 11.2021
Register Cashier
Teaven
06.2016 - 02.2020
Bachelor of Arts in Sociology -
San Francisco State University