TUAN DAO
Fayetteville,GA
Summary
Licensed Real Estate Agent that successfully sold new and preexisting homes in GA. Applied exceptional prospecting, building high-value client base through aggressive marketing and personal referrals from satisfied buyers and sellers. Excelled in client development, public relations, customer follow-up and property management. Displayed superior talent in effectively communicating with sellers, buyers, banks and mortgage lenders. High-achieving Real Estate Agent successful at developing and executing targeted business initiatives to drive customer growth, achieve sales objectives and enhance bottom-line profits. Results-oriented and friendly individual with expertise in tenant relations and lead development. Reliable and driven with strong time management and prioritization abilities. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Real Estate Agent
NDIMAXIM Real Estate, LLC
DULUTH, GA
07.2023 - Current
- Maintained updated knowledge of local real estate markets.
- Responded promptly to client inquiries via phone or email.
- Showed residential properties and explained features, value and benefits of available homes.
- Negotiated purchase agreements and contracts with buyers and sellers.
- Provided guidance to clients throughout the entire buying or selling process.
- Prepared comparative market analysis to estimate properties' value.
- Ensured all transactions followed state laws regarding real estate practices.
- Coordinated appointments with prospective buyers to showcase houses and plots.
- Generated lists of properties compatible with buyers' needs and financial resources.
- Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
- Maximized market share by working with clients and building relationships.
- Verified accuracy of documentation and fund disbursements for sales.
- Conducted property inspections to ensure compliance with applicable regulations and standards.
Insurance Agent
World Financial Group Wfg
Duluth, Georgia
08.2018 - Current
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Analyzed customer needs and provided best options, upselling products and services.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Researched insurance plans to find good options for clients' needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Advised customers on the best ways to minimize risks associated with their assets.
- Scheduled meetings with prospective clients to discuss available products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Developed fact-finding interviews to determine need for coverage.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Achieved repeat business and referrals through personalized services.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Real Estate Agent
Virtual Properties Realty
Duluth, MI
05.2022 - 12.2023
- Maintained updated knowledge of local real estate markets.
- Responded promptly to client inquiries via phone or email.
- Showed residential properties and explained features, value and benefits of available homes.
- Negotiated purchase agreements and contracts with buyers and sellers.
- Provided guidance to clients throughout the entire buying or selling process.
- Prepared comparative market analysis to estimate properties' value.
- Ensured all transactions followed state laws regarding real estate practices.
- Coordinated appointments with prospective buyers to showcase houses and plots.
- Generated lists of properties compatible with buyers' needs and financial resources.
- Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
- Maximized market share by working with clients and building relationships.
- Verified accuracy of documentation and fund disbursements for sales.
- Conducted property inspections to ensure compliance with applicable regulations and standards.
Registered Financial Representative
Transamerica Financial Services
Johns Creek, GA
06.2021 - 08.2023
- Advised clients on retirement planning options such as 401s, IRAs, annuities.
- Provided comprehensive financial planning advice to clients.
- Created financial plans tailored to each individual client's needs and goals.
- Evaluated existing portfolio holdings of clients and recommended changes as needed.
- Developed long-term relationships with clients by providing excellent customer service.
- Generated new business through referrals from existing clients or networking activities.
- Participated in professional development activities such as continuing education courses or certifications.
- Monitored client portfolios and accounts on a regular basis.
- Maintained up-to-date knowledge of products offered by the company.
- Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services.
- Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Analyzed customer requirements and recommended efficient investment products.
- Discussed client financial options to keep customers informed regarding transactions.
Real Estate Agent
VU NGUYEN Realty Atlanta, LLC
Lawrenceville, GA
02.2022 - 06.2023
- Maintained updated knowledge of local real estate markets.
- Responded promptly to client inquiries via phone or email.
- Showed residential properties and explained features, value and benefits of available homes.
- Negotiated purchase agreements and contracts with buyers and sellers.
- Provided guidance to clients throughout the entire buying or selling process.
- Prepared comparative market analysis to estimate properties' value.
- Ensured all transactions followed state laws regarding real estate practices.
- Coordinated appointments with prospective buyers to showcase houses and plots.
- Generated lists of properties compatible with buyers' needs and financial resources.
- Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
- Maximized market share by working with clients and building relationships.
- Verified accuracy of documentation and fund disbursements for sales.
- Conducted property inspections to ensure compliance with applicable regulations and standards.
Salon Owner/Operator
TJ Nails Salon
Fayetteville, GA
08.2006 - 07.2018
- Provided excellent customer service to ensure repeat business from satisfied clients.
- Resolved customer complaints quickly and efficiently while maintaining professionalism.
- Managed staff by recruiting, training and coaching employees.
- Developed service packages for customers seeking a variety of treatments.
- Investigated new trends in beauty industry services to stay current with offerings available at the salon.
- Forecasted customer demand to set prices or credit terms for goods or services.
- Mitigated business risks by working closely with staff members and assessing performance.
Salon Owner/Operator
Crystal Nails Salon
Fayetteville, NY
04.2000 - 05.2005
- Provided excellent customer service to ensure repeat business from satisfied clients.
- Resolved customer complaints quickly and efficiently while maintaining professionalism.
- Managed staff by recruiting, training and coaching employees.
- Developed service packages for customers seeking a variety of treatments.
- Investigated new trends in beauty industry services to stay current with offerings available at the salon.
- Forecasted customer demand to set prices or credit terms for goods or services.
- Mitigated business risks by working closely with staff members and assessing performance.
Education
Some College (No Degree) -
THU DUC Technical College
VIETNAMSkills
- Buyers' Agent
- Market Monitoring
- Clean Driving Record
- Sales Closing
- Real Estate Broker Licensed in [State]
- Sales Presentations
- Property Marketing
- Negotiation
Certification
- Manicurist License
- Real Estate Sale License
- Life & Health, Variable ,P&C
- SIE , Series 6 & 63
Languages
English
Professional
Vietnamese
Native/ Bilingual
Care
- With a great passion for sharing knowledge to people, I always connect closely with my customers to ensure they are satisfied with the services they are provided. At the same time, I always offer to introduce new potential customers with the desire to help and provide their needs.
Timeline
Real Estate Agent
NDIMAXIM Real Estate, LLC
07.2023 - Current
Real Estate Agent
Virtual Properties Realty
05.2022 - 12.2023
Real Estate Agent
VU NGUYEN Realty Atlanta, LLC
02.2022 - 06.2023
Registered Financial Representative
Transamerica Financial Services
06.2021 - 08.2023
Insurance Agent
World Financial Group Wfg
08.2018 - Current
Salon Owner/Operator
TJ Nails Salon
08.2006 - 07.2018
Salon Owner/Operator
Crystal Nails Salon
04.2000 - 05.2005
Some College (No Degree) -
THU DUC Technical College
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