I am an experienced Insurance Virtual Assistant, Financial Advisor, and Healthcare Consultant with a strong background in client support, insurance sales, administrative assistance, CRM management, social media management, and virtual operations.
I currently work as a Financial Advisor and Healthcare Consultant, helping clients understand insurance and healthcare protection plans while providing professional customer support and relationship management. I also have experience as a Virtual Assistant for a U.S.-based marketing agency, where I handled administrative tasks, CRM updates, social media management, content scheduling, research, reporting, and client coordination.
In addition, I have bookkeeping experience using Xero and strong communication skills from my background as an ESL teacher for Chinese students.
I am highly organized, detail-oriented, and committed to delivering quality work. I am confident in handling administrative support, appointment setting, lead generation, client follow-ups, social media support, and insurance-related tasks.
Tools and Platforms I use:
• Google Workspace
• Microsoft Office
• Canva
• Go High Level
• Xero
• Trello
• CRM Platforms
• Meta Business Suite
• Zoom & Google Meet
• CapCut
• TikTok & YouTube Studio
Certifications:
• Licensed Financial Advisor – Traditional Life Insurance
• Licensed Financial Advisor – VUL Insurance
• Certified UITF Sales Person
• Bookkeeping with Xero Certificate
• Facebook Ads Marketing Course
• Google SEO Fundamentals
I am passionate about helping businesses grow while providing excellent customer service and reliable virtual support.
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