Served as an insurance broker assistant, assisted the insurance business consultant to complete daily research, program design, sales training, and other work.Used Python and Excel data perspective function to make the data analysis section of the claim report.Used Excel to compare quotations and services from different suppliers.Translated the insurance plans of foreign customers and make the corresponding PowerPoint.Conducted daily quotation inquiry, collate, compare and analyze, and present the work to customers.Wrote promotional material, such as critical disease interpretation, CDP insurance promotional pages, etc.

Took a job rotation in the position of counter service, assistant to the investment adviser and assistant of channel managerAssisted the channel manager in maintaining the customer relationship with banks and investment banksUsed R language to conduct a contrastive analysis of different stocks to achieve the investment conclusionSelf-learned K-Line and knowledge about futures and option, applied graphs and various stock indexes to analyze the stock market and options market, provided suggestions in the investment portfolio

Gained knowledge about market analysis and conducted case studies as a groupAnalyzed the investment preference based on customer background and made a 10-15 year portfolio plan to meet the expected return