Jason Jia
Manager @ Forage
About
Finance major with a strong interest in Portfolio Investing Management and Financial Analysis. Seeking a career in the financial and technology industry. I aim to become a successful and ethical financial representative or investment representative who can help clients achieve economic, insurance, and real estate objectives. I am passionate about learning new skills and staying updated on the latest trends and best practices in the industry. Pursuing to find Full-Time Job Opportunities and Internships in financial service. Excel at customer service and handles a high volume of tasks. Aspiring accounting and financial services practitioner. Seeking a 【Financial Service: Investment and Financial Representative-INVESTMENT, FUND , TRADING ,FINTECH】position in Financial Service & Tech; Investment Service Industry .I major in finance and minor in general business at Pace University, Lubin School of Business. I graduated with a bachelor's degree in business administration. I have a strong interest in portfolio analysis and investing. During my undergraduate studies, I had the opportunity to serve as a member of the Queens Infinity Fortune Group where I helped small businesses promote their services to potential customers. While attending school, I worked part-time as a business service and data entry specialist with the Chinese Community Service Center. I provided online support with rent and housing matters and helped customers apply for driver's licenses, food stamps, Medicare, Medicaid, and unemployment benefits. This position allowed me to hone my communication and customer service skills. I was also able to use my ability to speak Mandarin, which greatly benefited the people I served. During the school year, assisting both consumer and retail customers with their online purchases, and addressing their questions and preferences regarding the products. I have developed my communication, customer service, and data entry skills through this role, and I have used my bilingual ability in Mandarin and English to serve the diverse needs of the customers. I have gained valuable knowledge and skills in finance, business, and economics through my coursework, projects, and extracurricular activities, such as the Pace University Investment Club, where I managed a portfolio and traded stock. I have also obtained the Bloomberg Market Concepts certification, demonstrating my proficiency in using the Bloomberg Terminal and analyzing financial data. Highly quantitative, and detail-oriented. Passionate about learning new skills and staying up to date with the latest trends.
United States
New York City Metropolitan Area
Hospital & Health Care
FinTech, Mortgages, Loan Processing, Electronic Trading Systems, Position Sizing, Oral Communication, Client Follow-Up, Research Skills, Goal Setting, Leadership Development, New Business Development, Investments, Relationship Building, Time Management, Financial Advisory, Business Networking, Learning, Community Engagement, Leadership Development Coaching, Coaching
Experience

Business Services Representative
United Health Home Corp
Related to HCS, Xincon Home Care. By understanding the needs of customers, help complete the application of relevant business services, including government housing, senior housing, food stamps, cash subsidies and housing subsidies, applications for retirement benefits, Medicaid, Medicare and other Business services.

Business Service Representative
United Health Home
Recruit caregivers: PCA and HHA (personal care aide and home health aide ), provide healthcare training, handle home care and overtime services, handle licenses for major well-known medical insurance, apply for New York State health insurance(essential plan) , medicare insurance and long-term care, and homecare service. Assisted Chinese and American community , New York State residents by providing online support for rental and housing assistance, as well as applications for driver's licenses, food stamps, pensions, cash assistance, health insurance, Medicaid, and unemployment benefits, as well as health insurance and home care services. • Customer Service: Licensed processing for major healthcare providers and health insurance carriers, application for New York State basic health insurance, Medicare (Part A and B), Medicaid(medicare assistance), health insurance, and long-term home care plans. Application and renewal of New York State ID, driver's license, New York City ID, and application pensions (Social Security Benefits), food stamps (SNAP Plan), cash assistance, and other business services depending on clients requirements.

Manager
United Health Home
Home Care & Healthcare Support Services : Provided comprehensive home healthcare and insurance assistance services throughout New York. services are designed to help seniors and individuals with disabilities remain safely at home. Home Care & Healthcare Support Services, provide comprehensive home healthcare and insurance assistance services throughout New York. Caregiver Recruitment (PCA & HHA) Recruit and place qualified: PCA (Personal Care Aides) – Assist clients with daily living activities such as bathing, dressing, meal preparation, and companionship. HHA (Home Health Aides) – Provide personal care plus basic health-related services under nurse supervision. All caregivers are screened, trained, and compliant with New York State Department of Health regulations. Home Care Services: In-home personal care, elderly care: Long-term care support. Overtime and 24-hour home care services are designed to help seniors and individuals with disabilities remain safely at home.

Business Service Representative
Xincon Home Health Care Services
Related to United Health Home Recruiting caregivers, providing training, arranging home care and overtime services, processing major health insurance plans, and assisting with New York State health insurance, medical insurance, and long-term care applications, customized to meet each client’s specific needs. Service : Include caregiver recruitment and training, coordination of home care and overtime services, processing of major health insurance plans, and assistance with New York State health insurance, medical insurance, and long-term care applications. All services are customized based on a comprehensive assessment of each client’s individual needs. Contract with long-term care insurance companies and assist clients in applying for care assessments and selecting suitable healthcare plans, help clients apply for and complete care needs assessments. Coordinate with care assessment agencies, medical teams, and insurance providers, guide clients in preparing assessment materials, and accompany them during the assessment process. Based on the assessment results, we arrange appropriate home care services.

Promoter
Xincon Home Health Care Services
Related to United Health Home Through promotion, help customers choose the right care plan. Provide excellent home care and personal care services, and provide customers with high-quality comprehensive medical services, caring for customers' health and meeting clients' home care needs. Through a culture of quality,through home care and personal care businesses. Feedback on personal health and improve family health and quality of life.

Business Representative
Xincon Home Health Care
Recruiting caregivers, providing professional training, coordinating home care and overtime services, processing major health insurance plans, services are customized by thoroughly understanding each client’s individual needs. Recruit and train qualified caregivers, coordinate home care and overtime services, process major health insurance plans, and assist clients with New York State health insurance, medical insurance, and long-term care applications, and homecare services . By thoroughly understanding each client’s unique needs, we deliver customized, reliable, and compassionate care solutions.

Home Health Aide
Provided daily care for elderly clients (medication reminders, housework assistance, etc.), record client health data and provide feedback to the nursing team and home care companies. Provided professional home care services (elderly care, rehabilitation care, daily living assistance, etc.). Specialized in home care and serving the Chinese community, helping them with household chores. Provided multilingual services (e.g., English, Mandarin, etc.) to serve the multicultural community. Personalized care plans covering medical assistance, personal hygiene, nutritional meals and emotional companionship to improve patient satisfaction

Business Service Representative
Recruited and trained qualified caregivers(HHA and PCAs) , coordinated home care and overtime services, process major health insurance plans. By thoroughly understanding each client’s unique needs, deliver customized, reliable, and compassionate care solutions.

Independent Health Insurance Broker
Assisting individuals aged 19 to 64 who need to apply for basic health insurance plans, helping clients choose suitable health insurance and selecting the most appropriate and highest quality insurance plans. The service is a comprehensive health insurance business, aiming to help clients obtain the most suitable health insurance. Assisted in choosing basic health plans from insurance carriers such as EmblemHealth, UnitedHealthcare, Blue Cross Blue Shield(Anthem), VNS Health, and Healthfirst.

Business Associate
Hengsheng Financial Group

Medicare( Health Insurance) Sales Agent
Related to United Health Home and related health insurance carriers •As an independent broker representing multiple health insurance companies choose the most suitable and high-quality health insurance plans, and health insurance benefits coverage for clients, do insurance sales marketing service, and pick the right healthcare coverage and health insurance plans for clients who qualified Medicaid( health insurance assistance ) and Medicare( health insurance ).nhance customer satisfaction by developing innovative financial plans tailored to unique objectives. Improve sales performance by identifying emerging insurance market opportunities and aligning products with customer demographics.Distribution network, improving service delivery and market penetration.

Sales Representative
Related to United Health Home Focus on health insurance, providing agents with top-tier service, support, and content. Find suitable health insurance coverage plans for clients. Provide the back-office support and technology need to focus on providing the best possible experience for Medicare Sales marketing agents. •Field Marketing Organization, Whether it's a friendly chat with employees, state-of-the-art efficiency tools, or easy-to-access resources, provide customers with health insurance help and the best health plan at any time. •Provide the back-office support and technology you need to find and compare your customers' options on the Medicare Quote Engine and filter by age, location, rating, and plan type. Make sure the plans offered meet customers' unique needs. Try a variety of customized lead cards and prospect lists to reach more people in marketing area. •Promote the service provided to agents and provide excellent service to employees and their families through marketing, cooperation, sales incentives, and a full range of high-quality materials. Incentives include a positive work and life balance, an amazing benefits package, and a lot of training and development opportunities

Sales Representative
The goal is to empower customers to engage with health and wellness products. Leveraging sales skills and expertise to develop products that provide the best experience and enhance wellness, ultimately benefiting families and individuals through personal stability and improvement. • Work with the executive team and leadership to promote the brand, identifying and showcasing relevant health and wellness products across various online and offline channels. Collaborate with business mentors to select the most appropriate products for specific needs.

Executive Member, Sales Representative
Executive Member
•Worked with other executive members to find healthcare product clients. Choose suitable healthcare products through customer information. •Data entry and input customer information and reviewed membership levels.

Financial Services Professional
• Handling personal and family financial planning, retirement planning, and immigration assistance. Responsible for expanding market share and providing financial services based on client needs. • Conducting financial vulnerability assessments, financial planning, and investment management for clients. Organizing and planning financial solutions to meet client needs. Identifying potential clients for financial planning, providing financial advice to families, and offering financial products.

Financial Representative
According to customer needs complete the corresponding financial consultation, according to customer financial analysis, and provide corresponding financial solutions Draft reports on customers, and help customers choose the best financial management plan based on product analysis. Analyze insurance and financial market trends and policy plans. According to customer needs and assist customers in completing financial consultation plans provide customers with the best financial consultation, and carry out financial planning plans

Insurance Agent
Through financial strategies and checking customer information, financial analysis, and demonstration, specify relevant financial solutions according to customer needs, manage customers' finances and set financial goals, and help customers achieve financial freedom.
Education

Finance, General
Core courses: Financial Accounting| Managerial Accounting | Intermediate Accounting |Business Management | Marketing Principles |Financial Management | Corporate Finance | Data Analysis in Finance | Business Law |Risk Finance Management | Behavior Finance & Economics| Business Analytic |Valuation of Firm| International Finance| Principles of Investment | Options, Futures and Swaps
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