Vikki Cao

Regional Sales Manager at Hale and Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Philadelphia, Pennsylvania, United States, US
Languages
  • Vietnamese -
  • English -
Skills

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Bio

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Credentials

  • Certified Insurance Consultant License (Life & Health), Individual
    Pennsylvania Insurance Department
  • Notary Public
    Commonwealth of Pennsylvania

Experience

  • Hale and Associates
    • United States
    • Insurance
    • 1 - 100 Employee
    • Regional Sales Manager
      • Dec 2022 - Present

      I help customers pick and choose the right plan for themselves and family for their protection and retirement. Including planning out for their financial future needs. I also here to help agents to expand their book of business and career in financial services. I help customers pick and choose the right plan for themselves and family for their protection and retirement. Including planning out for their financial future needs. I also here to help agents to expand their book of business and career in financial services.

  • Univest
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Banker
      • 2022 - 2022

      I developed and maintained a personal portfolio of prospects and customers while delivering outstanding service. I also built trust-based relationships with customers to maximize sales opportunities and achieve aggressive goals while ensuring compliance with company policies and services. I developed and maintained a personal portfolio of prospects and customers while delivering outstanding service. I also built trust-based relationships with customers to maximize sales opportunities and achieve aggressive goals while ensuring compliance with company policies and services.

  • Citizens
    • United States
    • Banking
    • 700 & Above Employee
    • Banker
      • 2020 - 2022

      Description: I provided education and recommendations on services and solutions. In addition to this, I delivered positive customer interactions and advised individual and small business customers on loans. Description: I provided education and recommendations on services and solutions. In addition to this, I delivered positive customer interactions and advised individual and small business customers on loans.

  • PANDA EXPRESS GOURMET CHINESE FOOD
    • Philadelphia, Pennsylvania, United States
    • Store Manager
      • 2018 - 2020

      In this role, I oversaw and managed the day-to-day store operations and activities of store associates. I planned daily work activities and delegated tasks among associates based on business needs. I also helped ensure the store was fully staffed by recruiting top quality talent and developing pipeline of internal and external talent, including potential successor. In this role, I oversaw and managed the day-to-day store operations and activities of store associates. I planned daily work activities and delegated tasks among associates based on business needs. I also helped ensure the store was fully staffed by recruiting top quality talent and developing pipeline of internal and external talent, including potential successor.

  • Penn Insurance Agency
    • United States
    • Insurance
    • Insurance Consultant/Owner
      • 2015 - 2020

      As an Agency Owner, I performed the review, rebuild, and set up of new retirement, savings, and college savings fund plans. I was tasked with providing information and education on wide range of products and solutions. I also delivered leadership and training to enhance performance of team. As an Agency Owner, I performed the review, rebuild, and set up of new retirement, savings, and college savings fund plans. I was tasked with providing information and education on wide range of products and solutions. I also delivered leadership and training to enhance performance of team.

  • parx casino
    • United States
    • Gambling Facilities and Casinos
    • 500 - 600 Employee
    • Poker Dealer
      • Oct 2016 - May 2018

      - Dealer of several Poker games including: Limited and No Limited Texas Hold’Em, Omaha Hi-Lo Split, Seven Card Stud and Triple Draw mixed game. All games included both live action and tournament variations. - Promote a controller and professional atmosphere when dealing with difficult customers, customers from diverse cultures and backgrounds and customer who may have been drinking excessively. - Learn and stay current on all Poker rules and state regulations. - Handle large cash transactions and be responsible for any variances. - Remain focused and sharp for long periods of time including late hours, holidays and weekends. Show less

  • World Financial Group (WFG)
    • United States
    • Financial Services
    • 700 & Above Employee
    • Marketing Director / Entrepreneur
      • 2011 - 2015

      I drove lead generation and prospecting in this role. I also managed and supported a team of 10+ licensed insurance agents and oversaw compliance with state and local laws/regulations. I drove lead generation and prospecting in this role. I also managed and supported a team of 10+ licensed insurance agents and oversaw compliance with state and local laws/regulations.

Education

  • Mercer County Community College
    Bachelor of Business Administration - BBA, Business Administration and Management, General

Community

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