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Bio

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Stephanie Leong is a seasoned insurance professional with extensive experience in sales, marketing, and customer service. She holds a degree in French and Psychology from Stanford University and Mills College, and has worked with top insurance companies including Avon, Aflac, and Prudential Securities. Stephanie is skilled in FSA, Employee Benefits, Disability Insurance, Life Insurance, and Sales.

Experience

    • Sales Representative
      • May 2011 - Present

      After 30 years using their products, I decided to finally share my enthusiasm for Avon's products. Look forward to tomorrow, take care of today.

    • Agent, Benefit Consultant
      • Jul 2003 - Jun 2011

      I provide cash benefits to individuals when an injury or illness occurs, to be used as needed. These are available to businesses and individuals.

    • member
      • 2009 - 2009

    • broker
      • Jun 2003 - Dec 2004

      Opened accounts; research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades. Emphasis on Life and Long Term Care for individuals.

    • Broker
      • Jun 2002 - Jun 2003

      Opened accounts; research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades. Emphasis on Life and Long Term Care for individuals.

    • Broker, Operations Manager
      • Jun 1999 - May 2002

      Opened accounts; research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades. Prepare files and records for quarterly & annual audits; work with corporate auditors.

    • Registered Sales Associate
      • 1994 - 1999

      Opened accounts;, research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades; track, make changes & keep broker updated on client accounts and trades.

Education

  • 1994 - 1998
    University of California, Berkeley
    PFP Certificate, Financial Planning
  • 1985 - 1987
    Stanford University
    Psychology
  • 1974 - 1978
    Mills College
    BA, English
  • 1977 - 1977
    Stanford University
    French

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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