Avery Chung Email & Phone Number

Redlands, Ca

● New client acquisition through cold calling and door to door sales.● Maintained customer relationships with existing clients by performing annual policy reviews and recommending changes that best fit their life circumstances and financial goals.● Took ownership of an independent sales agent’s pending portfolio and completed transactions successfully. ● Assisted in the development of the Business-to-Business (B2B) marketing strategy.● Maintained client profiles and sales transaction details in Salesforce CRM, ensuring accurate and latest information.● Extensive knowledge of Insurance products and their applications.

Ontario, California

• Obtained FINRA series 6 license, FINRA series 63 and CA Life & Health Insurance licenses within the first 3 months of employment through rigorous self-paced self-funded study.• Managed and maintained sales lead and client information database using NetX360 and Salesforce CRM.• Researched and conducted different strategies and methods for driving new sales.• Initiated sales conversations and successfully set 10 appointments per week. • Completed financial product transactions through SagePoint Financial and Advisor Group.• Developed customer service and interpersonal skills through phone calls and client meetings.

Bachelors Of Science In Business Administration, Concentration In Finance With A Minor In Mathematics, Gpa: 3.23

Activities and Societies: Korean American Campus Missions; Korean American Student Association; Acts 2 Fellowship

High School Diploma, General Studies

Activities and Societies: Student Venture, Students Against Destructive Decisions