Galen Chen
Middletown,NY
Summary
Dynamic Financial Services Professional with expertise in lead generation, client analysis, and effective communication. Proven ability to educate clients and build strong relationships, driving business growth in the insurance sector.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Financial Services Professional
World Finance Group
Short Hills, New Jersey
01.2025 - Current
- Generated leads and built relationships with potential clients to drive new business growth.
- Analyzed client needs and recommended tailored life and health insurance policies.
- Maintained comprehensive knowledge of various insurance products, aligning with industry trends.
- Educated clients on benefits of life and health insurance through clear communication.
- Participated in networking events and community outreach programs to expand professional connections.
- Collaborated with team members to create targeted marketing strategies for demographics.
- Attended regular training sessions to remain current on product knowledge and regulations.
Corporate jobs
Various Companies
, NY
07.1994 - 08.2024
- Accumulated seven years of experience as IT programmer and tester.
- Executed performing arts stage production for ten years, enhancing event quality.
- Served four years as business analyst in mortgage and insurance sectors in United States.
- Managed operations as China manager for British company’s branch in China.
- Directed logistics for Carlsberg in Northern China, optimizing supply chain processes.
- Coordinated import and export activities at large Japanese trading house in Beijing.
Education
Bachelor of Science - Presice Instruments
Beijing University of Technology
Beijing, China06-1994
Skills
- Client analysis
- Insurance knowledge
- Lead generation
- Customer relationship management
- Networking strategies
- Effective communication
- Time management
- Presentation skills
- Relationship building
- Team collaboration
- Retirement planning
- Wealth management
- Cash flow management
- Know your customer
- Insurance planning
- Sales and marketing
- Estate planning
- Investment strategies
- Tax planning
- Anti-money laundering
- Financial product sales
- Hospitality and accommodation
- Customer relationship building
- Financial planning
- Life insurance
- Federal student aid policies
Certification
- life & health insurance license
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Professional
Timeline
Financial Services Professional
World Finance Group
01.2025 - Current
Corporate jobs
Various Companies
07.1994 - 08.2024
Bachelor of Science - Presice Instruments
Beijing University of Technology