Life Insurance Sales

Kevin Yee

Mobile: 415-***-**** E-mail: **********@*****.***

San Jose, CA 95129

Professional Experience

New York Life Insurance Company San Francisco, CA July 2019 - Present

Financial Services Professional

●Track record of exceeding sales goals for financial products by 10% quarterly

●Increased personal client base by 25% quarterly using strong communication skills and effective networking

●Consulting, analyzing and developing tailored financial plans to meet the client’s specific goals and objectives

●Collaborating with company CPAs, CFPs and attorneys to build tax efficient wealth accumulation strategies

●Provides an excellent ongoing service to clients by promptly resolving service related issues

Intellectual Property Law Group, LLP San Jose, CA August 2013 - October 2019

Corporate Legal Assistant, Marketing Coordinator, Accounts Receivable, File Clerk

●Conducted administrative staff interviews, trained new employees and managed their daily production duties

●Drafted attorney-client agreements, invoices and accounts receivable reports

●Assisted the corporate attorney with filings of incorporation to maintain compliance with federal regulations, created and issued stock certificates, managed corporate books and conducted business researches

●Marketed legal services to businesses and individuals that resulted in 15% new clients each consecutive year

●Created over 50 new client files each consecutive year and was responsible for overall 1,000 digital and physical files for the firm

●Responsible for collecting outstanding balances from foreign and domestic clients, and negotiated outstanding debts

●Processed vendor payments in a timely manner for the accounts payable department

Advanced Business Acquisitions, Inc. San Jose, CA June 2011 - December 2012

Sales Team Leader

●Solicited door to door sales of AT&T U-Verse products

●Created reports on new and different techniques the sales team could use when selling AT&T products

●Interviewed, hired, trained and created a sales process for the new employees

●Oversaw and coached the sales team in order to meet daily quota

Education

San Jose State University August 2017 – December 2019

Bachelor of Science, Business Administration, Concentration in Finance

Evergreen Valley College/San Jose City College January 2014 - June 2017

Association in Arts for Transfer

Skills

Financial Planning Retirement Planning Asset Protection Financial Analysis Health and Life Insurance Planning Communication Relationship Management Risk Analysis/Management Client Education and Support Solutions Advice High proficiency in Microsoft products Technological proficiency Service Delivery Salesforce CRM

Licenses: Securities Industry Essentials (SIE), California Health and Life

Spoken Languages: English (native), Cantonese (conversational), Taishanese (conversational)

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