Yi Chun Liu
FINANCIAL CONSULTANT
Tainan City
Summary
Results-driven professional with experience in client relationship management, business development, and cross-functional project coordination. Demonstrated ability to lead and contribute to international and large-scale initiatives, including TEDx and HPAIR programs. Strong communication and stakeholder management skills developed through financial services and project leadership experience. Fluent in English with a TOEIC score of 975, seeking opportunities in Project Management, Customer Success, or Business Development roles.
Overview
1
1
Certifications
2
2
years of professional experience
Work History
Financial Services Consultant
KGI Life Insurance
08.2024 - Current
- Provide financial planning and insurance consulting services to individual clients based on their needs, risk profiles, and financial goals.
- Conduct client needs analysis and propose tailored solutions to support long-term financial protection and wealth planning.
- Develop and maintain long-term client relationships through consistent follow-ups and trust-based advisory services.
- Actively engage in business development through client acquisition, referrals, and relationship expansion.
- Collaborate with internal teams to ensure smooth policy processing and client service delivery.
Translator
Freelance
09.2020 - 06.2024
- Provided translation services for documents and content between English and Mandarin.
- Ensured accuracy, clarity, and context consistency across languages.
Customer Service Staff
7-Eleven
05.2022 - 06.2024
- Provided frontline customer service in a fast-paced retail environment, handling inquiries, transactions, and issue resolution.
- Developed strong communication skills and customer handling ability under high-volume conditions.
- Ensured operational accuracy and maintained store service quality standards.
Reception Assistant
Taiwan External Trade Development Council
07.2021 - 08.2021
- Supported event reception and visitor coordination for international trade-related activities and delegations.
- Assisted in welcoming and guiding domestic and international guests, ensuring smooth event operations.
- Gained exposure to business events and cross-cultural communication environments.
Education
Bachelor of Arts - Foreign Languages and Literatures
National Chung Cheng University
06-2024
Skills
Technical Skills Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Project & Business Skills Project Management, Business Development, Client Relationship Management, Presentation & Public Speaking, Event Planning & Coordination
Accomplishments
Harvard Project for Asian and International Relations
Multimedia Associate
Sep 2020 - Aug 2021
- Contributed to the successful execution of an international leadership conference that attracted over 1,000 applications globally, with approximately 100 participants ultimately selected.
- Collaborated with an international videographer from South Africa to produce promotional video content for the conference.
- Planned and executed marketing initiatives to increase event visibility and participant engagement.
- Captured and documented event activities through photography and multimedia content creation.
- Support cross-functional project execution in a multicultural and international team environment.
TEDxChungChengU
Curator
Sep 2020 - Dec 2021
- Served as Curator and Project Manager, leading five functional teams to organize a TEDx event attended by 100+ participants.
- Defined the event theme, content strategy, and overall attendee experience.
- Designed and implemented marketing and outreach strategies to maximize audience engagement.
- Oversaw project planning, stakeholder coordination, and event logistics from conception to execution.
- Directed on-site operations and ensured successful event delivery.
- Conducted post-event evaluation and maintained comprehensive project documentation.
Certification
TOEIC
Timeline
Financial Services Consultant
KGI Life Insurance
08.2024 - Current
Customer Service Staff
7-Eleven
05.2022 - 06.2024
Reception Assistant
Taiwan External Trade Development Council
07.2021 - 08.2021
Translator
Freelance
09.2020 - 06.2024
Bachelor of Arts - Foreign Languages and Literatures
National Chung Cheng University