Bobby Bai
Regional Leader @Primerica
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WORK HISTORY
Regional Leader @Primerica
Calgary, AB, CA
Develop personalized investment and retirement planning strategies for clients to help them reach their financial goals.Conduct comprehensive insurance assessments and provide recommendations for term life insurance and other financial products to support clients\' needs.Recruit, mentor, and support new team members, guiding them through licensing and onboarding.Lead training sessions for licensed representatives, enhancing their knowledge in financial planning, customer service, and product offerings.Build and maintain client relationships through consistent communication and professional support, ensuring their financial plans remain aligned with changing goals and market conditions.
EDUCATION
Université d'Angers
Exchanging Program on MBA, Human Resources Management and Services
Zhejiang Gongshang University
Master of Business Administration, Business Administration and Management, General
Yang'en University
Bachelor's degree, Accounting
ABOUT BOBBY BAI
As an Account Manager at Canadian Innovative Materials (CIM), I specialize in delivering…
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