LEE SIYUN
Summary
Experienced in managing client relationships and providing sales support in a fast-paced environment. Skilled in streamlining processes and delivering valuable assistance to sales teams. Demonstrated success in driving efficiency and achieving accomplishments. Seeking to leverage these abilities in a new field to achieve further success.
Overview
6
6
years of professional experience
1
1
year of post-secondary education
Work History
Brand Ambassador
Salesworks
10.2018 - 06.2020
- Achieved targeted marketing goals by collaborating closely with team members to develop effective strategies for each campaign.
- Approached strangers and interacted in natural conversations.
Financial Advisor
Prudential
03.2021 - 10.2023
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Financial Advisor
Finexis Advisory
02.2024 - 12.2024
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to help them achieve short-term and long-term goals
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Diploma in Business Management -
Singapore Institute of Management
01.2017 - 06.2018
Skills
- Microsoft Word, Powerpoint
- Being Adaptive
- Time management
- Relationship building and management
- Sales expertise
Timeline
Financial Advisor
Finexis Advisory
02.2024 - 12.2024
Financial Advisor
Prudential
03.2021 - 10.2023
Brand Ambassador
Salesworks
10.2018 - 06.2020
Diploma in Business Management -
Singapore Institute of Management
01.2017 - 06.2018
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