Customer Service Financial Planning
Resume:
KIM LE
**** ***** ***** *** ******** VALLEY CA **708
************@*****.***
EXPERIENCE
LIFE & ANNITY LICENSE - FINANCIAL PLANNING
Help clients from the youth to elderly clients understand their finance put in the right place, protect. also help protect their family and assets from unexpected risks. Helping people managing their money can reach their short-term and long-term goals!
JAN 2024-2025
HEALTH LICENSE-
Help clients from 64 is turning 3 months before or after 65 must have Medicare, helps elders understand PART A, PART B,C AND D. Help them choose the right plan!
Assist with Enrollment Explain costs clearly part A,B and D.. I be patient and supportive of customer service!
EDUCATION
JUNE 2000
2YEARS’ ASSOCIATE DEGREE IN PROGRAMMERS
Received the Dean's List award for maintaining a high grade point average and academic excellence.
JUNE 2002
BACHELOR OF SCIENCE IN BIOLOGY, BELLOWS COLLEGE
The student was recognized as the Most Outstanding Pharmacy Student of the Year.
SKILL- customers service; Microsoft words – computer typing speed-45 words per minutes; Bilingual -English and Vietnamese, Teaching & Guidance Skills, Problem-Solving Skills, Technical & Knowledge Skills, Interpersonal Skills
ACTIVITIES- Educational Activities, Communication Activities, Assistance Activities, Customer Service Activities, Community Support Activities
2 YRS COMPUTER PROGRAMMING, 4 YEARS BUSINESS MANAGEMENT INFORMATION SYSTEM
10 YEARS IMMERGRATION DATA ENTRY
15 YEARS MANAGER HAIR&NAILS SPA
5 YEARS FINACIAL PLANING -LIFE LICENSE
1 YEAR experience MEDICARE- HEALTH LICENSE
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