Jungju Lee
Closter,NJ
Summary
Proactive Financial Professional with extensive experience educating clients on financial matters and providing tailored recommendations on insurance and annuity products. Skilled in building strong client relationships, streamlining processes, and enhancing client experience. Proficient in Excel, PowerPoint, and scheduling, with a proven track record in diverse financial roles and project management.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Financial Professional
Self-employeed
08.2013 - Current
- Educated clients on various financial matters and provided professional recommendations on insurance & annuity products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Collaborated with team members to streamline processes and improve overall client experience.
- Trained agents, sharing knowledge, expertise, and best practices to enhance team performance.
전화사업부 사업운영 및 마케팅
Dacom
07.2001 - 05.2006
- 해외사업팀: 선불카드 웹사이트 운영 및 외부업체 관리
- 시내전화 TFT: 시내전화서비스 론칭을 위한 시장조사, 마케팅, 시스템구축 및 콜센터 셋업 업무
- 시내전화사업팀: 시내전화 사업계획 및 마케팅 업무
Computer Programmer
Dacom
07.1996 - 06.2001
- 천리안 UI 팀: 유저인터페이스 개발 및 유지보수 업무
- 천리안 시스템 운영팀: 천리안 메일/팩스 개발 및 유지보수, 고객응대 업무
Education
Bachelor of Arts - Computer And Information Sciences
University of California, Santa Cruz
Santa Cruz, CA05-1995
Skills
- Computer Skills
- Excel spreadsheets, Power Point
- File Organization
- Scheduling and Planning
- Professionalism and Etiquette
Certification
- Insurance Licenses, Life, Health, and Annuities – [NJ, NY, MA, PA, CA, GA, TX, CT] Department of Insurance.
- Certified College Planning Speicialist(CCPS) - NICCP
Languages
Korean
Native or Bilingual
English
Professional Working
Timeline
Financial Professional
Self-employeed
08.2013 - Current
전화사업부 사업운영 및 마케팅
Dacom
07.2001 - 05.2006
Computer Programmer
Dacom
07.1996 - 06.2001
Bachelor of Arts - Computer And Information Sciences
University of California, Santa Cruz
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