Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Thai Sang Pho

The Colony,TX

Summary

Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills. Job Title with Number years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction. Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining Type processes for optimized support and Type work. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Accomplished Broker adept at growing business through deep knowledge of Industry and strong relationship-building abilities. Leveraging over Number years of experience to generate profits and dividends. Talented Job Title offering Number years of experience in trend monitoring, market pricing and deal-making. Gifted in oral and written communication, contract negotiation and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability. Accomplished Job Title with Number years of experience buying and selling securities and commodities in investment and trading firms. Demonstrated talent for providing financial services to wide range of clients by studying market conditions to advise on investment decisions. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Representative

Penn Mutual
09.2022 - Current
  • Met with customers to assess needs, financial status and eligibility.
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Handled incoming payments and outgoing disbursements.
  • Improved networking procedures to increase sales by [Number]%.100

Financial Representative

MassMutual Life Insurance
09.2020 - 05.2022
  • Met with customers to assess needs, financial status and eligibility.
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Handled incoming payments and outgoing disbursements.

Financial Representative

New York Life Insurance Co
10.2019 - 08.2020

Financial Representative

3 Mark Financial Inc
05.2022 - Current
  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.

Education

Master Of Financial Economics - High School Administration

Ngoi Sao
Ho Chi Minh
06.2013

Skills

  • Customer Transactions
  • Financial Reviews
  • Service Referrals
  • Partnership Management
  • Relationship Building
  • Appointment Scheduling
  • Project Management
  • Sales expertise
  • Retirement planning
  • Financial Planning

Certification

I have life insurance license, i have securities license

Timeline

Financial Representative

Penn Mutual
09.2022 - Current

Financial Representative

3 Mark Financial Inc
05.2022 - Current

Financial Representative

MassMutual Life Insurance
09.2020 - 05.2022

Financial Representative

New York Life Insurance Co
10.2019 - 08.2020

Master Of Financial Economics - High School Administration

Ngoi Sao
Thai Sang Pho