Meifen (Candy) Xie

• Developed understanding of insurance products and services to assist clients effectively.
• Assisted in identifying client needs through comprehensive consultations and assessments.
• Provided support in processing policy applications and renewals accurately and efficiently.
• Collaborated with senior agents to learn industry regulations and compliance standards.
• Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
• Engaged in continuous learning to stay updated on market trends and product offerings.
• Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.

Manage all phases of the sales cycle—from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a trusted financial professional to businesses and individuals.

• Drove a 15% revenue increase in each year, outperforming “high-reach” sales targets every year.

• Earned awards for excellent sales performance, including Executive Council for 7 years

• Met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and risk-management goals to recommend solutions optimally suited to client needs.

• Provided sound financial, insurance and retirement to

protect and grow client assets.

• Educated clients on policy benefits and coverage options effectively.
• Built strong relationships with clients through consistent communication and excellent customer service.

• Managed front desk operations, ensuring efficient guest check-in and appointment scheduling.
• Provided exceptional customer service, addressing client inquiries and resolving concerns promptly.
• Maintained organized records of client appointments and services to enhance operational efficiency.
• Coordinated with spa staff to ensure seamless service delivery and positive guest experiences.