Ann An

Life Insurance Specialist at ZLC FINANCIAL
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Professional working proficiency
  • Chinese Native or bilingual proficiency
Skills

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Bio

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Experience

  • ZLC FINANCIAL
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Life Insurance Specialist
      • Jul 2021 - Present

      - Process the full cycle life insurance applications, from application, underwriting to placement - Ensure relevant correspondence uploaded to database platform and keep records current - Run insurance quotes using insurance proprietary software - Provide exceptional day-to-day client servicing - Process the full cycle life insurance applications, from application, underwriting to placement - Ensure relevant correspondence uploaded to database platform and keep records current - Run insurance quotes using insurance proprietary software - Provide exceptional day-to-day client servicing

  • Vanstar Financial Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Operations Manager
      • Mar 2016 - Jun 2021

      - Manage day-to-day operations and collaborate with a team of advisors - Facilitate full-cycle life insurance processing and provide excellent client support - Improve contact management and strengthen client relationships by utilizing CRM - Manage day-to-day operations and collaborate with a team of advisors - Facilitate full-cycle life insurance processing and provide excellent client support - Improve contact management and strengthen client relationships by utilizing CRM

  • Ocean Sky Insurance & Financial Service
    • Financial Security Advisor
      • Jan 2010 - Feb 2016

      - Administered insurance solutions for business owners, professionals and working families - Customized benefit plans that address both corporate and personal needs - Administered insurance solutions for business owners, professionals and working families - Customized benefit plans that address both corporate and personal needs

  • 1stDataRecovery
    • Canada
    • Information Technology & Services
    • Managing Partner
      • Oct 1994 - Feb 2016

      - Managed business development strategy - Oversaw full-cycle accounting and financial management - Managed business development strategy - Oversaw full-cycle accounting and financial management

Education

  • British Columbia Institute of Technology / BCIT
    Financial Management & Financial Planning
  • The Canadian Institute of Financial Planning (“CIFP”)
    Registered Retirement Consultant
  • Canadian Securities Institute
    Life Licence Qualification Programs (LLQP)
  • Tsinghua University
    Bachelor of Science (B.Sc.) & B. A, Automatic Control; Sci & Tech Publishing

Community

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