Manager Professional Experience

PROFESSIONAL EXPERIENCE

ProConnect Group, Crestwood, IL

Acting sales manager, November, 2015 – present

Lead three account executives on daily sales operations

Conducted extensive market research on real estate professionals

Recommended business strategies to President

The Prudential Insurance of America, Rosemont, IL

Financial Advisor, March, 2011 – November, 2015

Attained $8 million under asset management by developing prospects through unaligned clients, referrals, and seminars

Conducted financial analysis for clients and developed strategies on executive bonus plans, estate planning, and wealth management

Fostered joint work culture by collaborating with other team members in executing retirement and insurance protection strategies for clients

House of Kobe, Merrillville, IN

Server, 2009 – 2011

Delivered pleasant dining experience to customers using extensive food and drink knowledge

Education

Illinois Institute of Technology, Stuart School of Business, Chicago, IL

Master of Science in Finance - 2009

Wuhan University, Wuhan, China

Bachelor of Science, double major in Law and Economics - 2007

Certifications and Selected Awards

Prudential Nationwide “Sophomore of the Year” award recipient of 2013

MDRT (Million Dollar Round Table) member since 2012

Prudential Chicago Land Agency “Employee of the Year” Award since 2012

Technical Skills

Proficient with Microsoft Office, particularly with Word, Outlook, and Excel

Working knowledge with Customer Relationship Management (CRM)

Languages

English, Chinese Mandarin, Chinese Cantonese (conversational)

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