Truong Bui
Santa Clara,CA
Summary
Ambitious, career-focused job seeker, anxious to obtain an entry-level Financial Advisor position to help launch career while achieving company goals. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life Insurance Co
San Jose
07.2022 - 02.2024
- Established and maintained strong client relationships to enhance satisfaction.
- Collaborated with customers to gather necessary details and effectively address any issues
- Provided confidential professional support to clients.
- Assessed customer needs, advised on suitable options, and developed personalized financial plans.
- Maintained relationships with assigned clients, ensuring satisfactory service and product implementation, while also updating legal disclosures and notifications.
- Partnered with branch manager to analyze call data and devise successful sales tactics.
- Worked alongside numerous community organizations and business development initiatives to strengthen client support.
Beauty Advisor
Macys Department Store
Palo Alto
06.2019 - 01.2022
- Highly skilled in providing exceptional customer service and knowledgeable in the field of cosmetics.
- Maximized sales through establishing customer relationships and product expertise.
- Displayed comprehensive understanding of products, instilling trust in suggestions.
- Conducted individual consultations with clients to assess their beauty requirements and deliver exceptional customer service.
- Maximized sales by utilizing POS register and consistently maintaining a clean, sanitized, and fully stocked work area.
- Provided personalized makeovers and guidance to assist customers in selecting appropriate makeup and skincare products.
- Led and trained associates to enhance sales and restocking abilities on the sales floor.
Education
Bachelor of Science - Economics
University of Economics HCMC - Ho Chi Minh City
Viet Nam06-2016
Skills
- Advising on investments
- Making insurance decisions
- Sales follow-up
- Developing financial plans
- Planning for retirement
- Managing wealth
- Education Funding
Accomplishments
- Career Life Success Award From Company.
Certification
- LIfe, Accident, and Health or Sickness Examination.(Expiration day: 07/31/2024) and Finished continuing education to renew license.
Languages
English
Professional
Vietnamese
Full Professional
References
References available upon request.
Timeline
Financial Advisor
New York Life Insurance Co
07.2022 - 02.2024
Beauty Advisor
Macys Department Store
06.2019 - 01.2022
Bachelor of Science - Economics
University of Economics HCMC - Ho Chi Minh City
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