Xiaolan Yu
Woburn,MA
Summary
A solid foundation in strategic communication, brand development, and customer engagement. Licensed life insurance professional with experience in building client relationships, identifying needs, and delivering tailored financial solutions. Adept at combining analytical skills with creative problem-solving to drive growth and customer satisfaction. Highly organized, adaptable, and committed to delivering exceptional service in both marketing and financial services environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Planner
WFG
02.2025 - Current
- Educated clients on insurance options including life insurance, disability insurance, and long-term care insurance
- Maintained strong relationships with existing clients through regular communication and proactive service delivery
- Developed comprehensive financial plans for clients, analyzing their current financial situation and identifying areas for improvement
- Assisted clients in creating budgets and managing debt to achieve long-term financial stability
Assistant Manager
EM Wireless
03.2023 - 03.2025
- Advertisement
- Marketing
- Book keeping
Cashier/Barista
TOUS LES JOURS
06.2021 - 02.2023
- Provided exceptional customer service, engaging with patrons in a friendly and courteous manner, efficiently processing transactions, and offering product recommendations.
- Demonstrated strong attention to detail and adherence to operational guidelines by effectively opening and closing the store, maintaining cleanliness standards, and ensuring consistent product availability.
- Assisted in monitoring store inventory levels and promptly reordered items when stock was running low to ensure seamless operations.
Leasing Agent/Marketing Associate Intern
Boston Moves Real Estate
05.2022 - 01.2023
- Facilitated property tours for potential renters, skillfully showcasing the advantages and conveniences of the apartments to suit their requirements.
- Offered personalized assistance to potential renters by addressing inquiries, explaining the leasing process, and carefully assessing their needs to match them with suitable apartments.
- Successfully leased multiple units, generating over $10,000 in commission revenue for the company.
- Created and managed social media advertising campaigns to promote rental units, producing over 100 engaging posts in total, effectively increasing visibility and attracting potential tenants to the properties.
Marketing Intern
High Expectations
03.2017 - 08.2019
- Produced engaging short-form video content on WeChat to showcase student life in the U.S.
- Developed content strategy targeting prospective international students, highlighting high-school events, cultural experiences, and academic life.
Founder
Homestarters LLC
12.2017 - 06.2019
- Initiated and established a non-profit organization aimed at repurposing abandoned furniture to support underprivileged families in need.
- Managed end-to-end processes, including the collection, sorting, and refurbishment of donated furniture, as well as coordinating pickup and delivery logistics to optimize organizational operations.
- Developed website content and social media advertisements, significantly enhancing the organization's visibility, amplifying engagement, and driving attendance to fundraising events.
Cashier/Sales Associate
Banana Republic
09.2017 - 11.2017
- Greet and assist customers in a friendly, professional manner.
- Understand customer needs and recommend appropriate products.
- Handle returns, exchanges, and resolve customer concerns.
Education
Bachelor of Science - Business Administration, Marketing major, Chinese minor
Bryant University
1150 Douglas Pike, Smithfield, RI 0291708.2025
Skills
- Cross-functional collaboration with marketing teams, sales departments, and customer service to achieve project goals
- Designed and managed mobile advertising campaigns across platforms (eg, Wechat Ads, Facebook/Instagram, Xiaohongshu) to increase brand visibility and engagement
- Created engaging, brand-aligned content for social media to increase audience engagement and brand awareness
- Planned, developed, and executed social media marketing strategies to grow brand presence across platforms
Certification
- Life Insurance License
- March 2025 to September 2027
- Content Marketing
- July 2024 to August 2026
- Tested on best practices and are capable of applying them to long-term content planning, content creation, promotion, and analysis, and increasing results through growth marketing.
- Social Media Marketing II
- Tested on best practices and are ready to take an inbound approach to strategic planning, storytelling, community-led growth, social commerce, cookieless advertising, and short-form video creation.
- Social Media
- July 2024 to July 2026
- Tested on best practices and are ready to take an inbound approach to social media including: social monitoring, content strategy, social engagement, creating social media policies, and demonstrating social ROI to stakeholders.
Languages
English - Fluent
Cantonese - Fluent
Mandarin - Fluent
Taishanese - Beginner
Accomplishments
Life Insurance License
March 2025 to September 2027
Content Marketing Certification
July 2024 to August 2026
Tested on best practices and are capable of applying them to long-term content planning, content creation, promotion, and analysis, and increasing results through growth marketing.
Social Media Marketing II Certification
July 2024 to August 2026
Tested on best practices and are ready to take an inbound approach to strategic planning, storytelling, community-led growth, social commerce, cookieless advertising, and short-form video creation.
Social Media Certification
July 2024 to July 2026
Tested on best practices and are ready to take an inbound approach to social media including: social monitoring, content strategy, social engagement, creating social media policies, and demonstrating social ROI to stakeholders.
Timeline
Financial Planner
WFG
02.2025 - Current
Assistant Manager
EM Wireless
03.2023 - 03.2025
Leasing Agent/Marketing Associate Intern
Boston Moves Real Estate
05.2022 - 01.2023
Cashier/Barista
TOUS LES JOURS
06.2021 - 02.2023
Founder
Homestarters LLC
12.2017 - 06.2019
Cashier/Sales Associate
Banana Republic
09.2017 - 11.2017
Marketing Intern
High Expectations
03.2017 - 08.2019
Bachelor of Science - Business Administration, Marketing major, Chinese minor
Bryant University
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