Huixian Sally Xie
Brokerage Director at Pacific Wealth Solutions, an InsurTech startup
- Role
- Brokerage Director Advanced Strategy at Pacific Wealth Solutions Llc
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Huixian Sally Xie
As a brokerage director at an Insurance Technology startup, I am passionate about…
Experience
Brokerage Director Advanced Strategy
Apr 2017 — Present · Irvine, CA, US
No. 3 employee at the InsurTech startup that brings the entire life insurance purchase experience online!• Manage team members including engineers, QA, business analyst, and designer to integrate insurance technology into company website and traditional life insurance business cycle, allowing customers to purchase life insurance online• Lead underwriting team for insurance and financial underwriting. Generate $120 million U.S. dollars of product revenue and oversee $375 million U.S. dollars of asset under management in the last two years• Attend industry conference and seminars to bring in new vendor relationship and maintain existing business relationship with CPA firms, financial institutions, and law firms• Leverage proprietary excel spreadsheets and forecast financing models to pre-screen cases received, advise high-net-worth clients suitable strategies, and monitor product performance• Prepare and review financial statements and tax filings for lending partners and financial institutions to underwrite• Host online streaming seminar facing customers and agents to educate them product information and promote insurance technology for enhancing the transparency and efficiency in the insurance industry
Skills
- Blogging
- Accounting
- Research
- Pascal
- Corporate Finance
- Social Media
- Spanish
- Financial Analysis
- Human Resources
- Statistics
- Microsoft Powerpoint
- Stata
- Microsoft Office
- Spss
- Data Analysis
- Powerpoint
- Microsoft Excel
- Public Speaking
- Entrepreneurship
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