Contacted and scheduled appointments with new potential customers to find out their needs about life insurance and financial planning.Communicated with customers and composed detailed financial plans.Follow up customers accordingly.

Work as a student assistant of “Team Business” in School of BusinessAssist professors with work, such as student data collection and classification Contact and schedule appointments with employers that offer internships in finance areasImplement guest speaker events and organize students campus recruitments

Communicate with clients to understand their needs and introduce relevant financial services and optionsPrepare the forms for clients’ financial need, such as money transaction and loan requirementsComputerize clients’ information, create accounts for clients, and maintain their information

Help them to prepare for some charitable eventsHelp them to collect old shoes for the refugees.