Matthew Nguyen
Naples
Summary
Currently a franchise business owner of Sharetea located in Fort Myers. Majored in communications, with a focus in public relations. A highly motivated individual with track record in finance and banking. Highly driven individual that has a passion to help people.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
US Health Advisor
Fort Myers
10.2024 - Current
- Provide detailed information about available health insurance policies, including plans for individual, group, or family coverage.
- Build rapport with prospective clients by offering expert advice on health insurance coverage options.
- Explain complex insurance terminology in simple, understandable terms.
- Track personal sales performance and adjust strategies to maximize success.
Participate in team meetings, training, and sales strategy sessions to continuously improve sales techniques.
Licensed Health Insurance Agent
US Health Advisor
Fort Myers
10.2024 - Current
- Provide detailed information about available health insurance policies, including plans for individual, group, or family coverage.
- Build rapport with prospective clients by offering expert advice on health insurance coverage options.
- Explain complex insurance terminology in simple, understandable terms.
- Track personal sales performance and adjust strategies to maximize success.
Participate in team meetings, training, and sales strategy sessions to continuously improve sales techniques.
Business Owner
Sharetea
Fort Myers, United States
01.2023 - Current
- Managed all aspects of business operations including budgeting, marketing, purchasing, and customer service
- Hired and trained a team of employees to provide top-notch service and drive sales growth
- Implemented innovative marketing strategies, including social media campaigns and community events, to expand brand awareness and attract new customers
- Developed strong relationships with vendors and suppliers to ensure product quality and timely deliveries
Associate Financial Representative
Northwestern Mutual
08.2020 - 05.2022
- Contributed to top 20 practice the last 2 years
- Assisted senior financial representatives in preparing financial plans and investment strategies for clients
- Provided exceptional customer service by addressing client inquiries, resolving issues, and communicating updates effectively
- Supported in developing and maintaining relationships with clients to enhance retention and satisfaction
Universal Banker
VyStar Credit Union
06.2008 - 08.2020
- Provided exceptional customer service by assisting clients with account transactions, inquiries, and cross-selling bank products and services
- Processed cash and check deposits, withdrawals, and payments accurately and efficiently
- Participated in regular training sessions to stay current on banking regulations, policies, and procedures
- Conducted financial assessments to identify clients' needs and recommend appropriate banking solutions
Education
Bachelor's degree - Public Relations
University of North Florida
Jacksonville, FL12.2020
Skills
- Customer Service
- Teamwork
- Skilled Multi-tasker
- Communication
- Goal oriented
- Health and Life Insurance
- Sales strategics
Certification
FL 2-15 Health and Life, 11/01/22
Timeline
Licensed Health Insurance Agent
US Health Advisor
10.2024 - Current
Licensed Health Insurance Agent
US Health Advisor
10.2024 - Current
Business Owner
Sharetea
01.2023 - Current
Associate Financial Representative
Northwestern Mutual
08.2020 - 05.2022
Universal Banker
VyStar Credit Union
06.2008 - 08.2020
Bachelor's degree - Public Relations
University of North Florida