Ha Nguyen
Euless,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Financial Service Representative
MassMutual
03.2022 - Current
- Explaining the features and benefits of recommended products
- Oral communication skills to explain complex financial concepts in an easy-to-understand manner
- Gathering client information and completing paperwork to open new accounts
- Proven ability to identify sales opportunities and manage objections
- Cultivated interpersonal skills by building positive relationships with others.
- Managed time efficiently in order to complete all tasks within deadlines.
- Learned and adapted quickly to new technology and software applications.
- Worked well in a team setting, providing support and guidance.
- Excellent communication skills, both verbal and written.
- Provided professional services and support in a dynamic work environment.
- Developed and maintained courteous and effective working relationships.
- Worked flexible hours across night, weekend, and holiday shifts.
- Skilled at working independently and collaboratively in a team environment.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Financial Services Representative
New York Life Insurance Co
10.2010 - 12.2015
- selling appropriate insurance plans, collecting client information, preparing reports, and maintaining records.
- contacting potential clients, assessing customer needs.
- Maintain an accurate Client Management System, using available software, ensuring that all data fields are filled and updated
- Provide customer services as required
- Expected to achieve daily, weekly, monthly assigned sales goals
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintain an accurate Client Management System, using available software, ensuring that all data fields are filled and updated
- Participate in call campaigns as they arise
Education
Architectural Drafting Technology
West Valley College
Saratoga, CA08.2009
Associate of Science - Mechanical Drafting Technology
Evergreen Valley College
San Jose, CA06.2001
Skills
- Customer relationship building
- Sales goals
- Financial service
Timeline
Financial Service Representative
MassMutual
03.2022 - Current
Financial Services Representative
New York Life Insurance Co
10.2010 - 12.2015
Architectural Drafting Technology
West Valley College
Associate of Science - Mechanical Drafting Technology
Evergreen Valley College
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