ERINA OKADA

• Personal financial planning and insurance sales.
• Achieved an annual fee of 12 million yen and won the Rookie of the Year award.

（The requirements for the newcomer award are annual fees of over 10 million yen.）

• Self-motivated, with a strong sense of personal responsibility.
• Excellent communication skills, both verbal and written.
• Skilled at working independently and collaboratively in a team environment.

• Investigation into the insurance companies we work with. Then, compile the results and upload them to the internal bulletin board.
• Revision of the internal manual.

Due to his accomplishments under the dispatch contract, he was promoted to a full-time employee in October 2022.

Achieved a job change to the sales position I had hoped for starting December 2022.

• Arrangement for damage verification and progress report to the insured for payment administrative procedures.

• Observed play activities to identify positive behaviors and areas in need of improvement, implementing behavior redirection where appropriate.
• Led children in creative, athletic, and educational activities while maintaining safe and orderly group.

• Confirmation of inherited assets and preparation of necessary documents for inheritance.
• Review of inheritance documents prepared by staff, such as checking for errors regarding delisted stocks and foreign stocks.
• Preparation and submission of documents required for opening accounts related to inheritance, including over 20 types of documents.
• Managed the expiration dates of prospectuses, important disclosure documents, and account opening forms, and was responsible for placing orders for documents approaching their expiration.
• Handled inquiries related to inheritance from stores, responding to an average of 10 inquiries per day.
• Providing guidance to staff.
• Creation and revision of manuals for staff.

• Sales and maintenance activities of individual life insurance.
• Salary increase based on achieving two or more monthly contracts.