A bilingual professional fluent in Chinese (Mandarin) with a diverse background in sales and able to develop personalized financial plans based on clients' goals, cultivate referrals, and built a strong professional network through club memberships and marketing efforts. (Services; Life Insurance, Annuity Planning, Long-term care, Retirement planning, Tax Planning, Comprehensive Insurance-PL Auto) Possesses strong communication skills and a creative approach to problem-solving. Holds active CA Life/Health license and Property/Casualty licenses Knows AMS360.