Lisa Hassan
Client Advisor
Singapore
Summary
To seek and maintain a full-time position that offers professional challenges and adapting to new situations with a positive attitude. Dedicated to bring a 14 years of Insurance, Retail and advisory experience to a new team. Successful in providing exceptional client support and services. Communicative and organized to work with little to no supervision.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Advisor
NTUC INCOME
05.2017 - Current
- Make a proper financial advise by recommending insurance products to meet customers needs.
- Cultivated and strengthened relationships with new clients and educated clients on their existing policies.
- Assisted clients in making beneficial and strategic decisions regarding investments, protection of life against critical illness and health insurance for customer's benefit.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Kept client financial plans optimized for current market trends and economic conditions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Senior Programme Consultant
Management Development Institute of Singapore (MDIS)
03.2012 - 04.2017
- Provide information with a clear advice on course choices, progression and career options academic programmes available.
- Follow up on sales leads, programme enrolment and payments.
- Team up with the management to achieve individual and overall team enrolment targets on a monthly basis.
- Perform telesales and handling virtual and meet up appointments
- Actively participate in assign corporate events, road shows, Polytechnics visits and seminars.
- Maintained detailed and accurate records between multiple databases and programs.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Retail Consultant
SIMMONS (SEA) PTE LTD
11.2010 - 02.2012
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Approached browsing customers to initiate conversations to determine buying preferences.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Manage and co-ordinate delivery of mattresses and bed frame within clients timeframe.
- Updated customers on scheduled deliveries of furniture to homes.
- Logged reports, expenses, receipts and sales documents into digital database.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Built customer loyalty and retention by delivering excellent shopping experiences.
Jewellery Advisor
ASPIAL CORPORATION -Lee Hwa Jewellery Singapore Pte. Ltd
07.2010 - 10.2010
- Ensures that products are well arranged in orderly manner
- Properly operates a cash register and maintains all financial transaction effectively and efficiently too
- Presenting jewelry, making sales, and inspecting jewelry.
- Provide relevant information about the jewelry, including stones, cuts, and setting types.
- Listen to customers feedback to know exactly what their requirements are and to know the kind of available jewelry sets and pieces that will meet the specific needs of the customer.
- Helps customers to wrap according to management standards and bag their purchases
- Helps in the daily display of all items that are available for sale in the shop
- Entertains customers and answers questions respectfully
Retail Sales Associate
Springfield
11.2009 - 06.2010
- Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
- Supported efficient and timely replenishment of sales floor merchandise.
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Greeted customers and helped with product questions, selections and purchases.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Opened and closed store independently and prepared nightly bank drop for manager.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Used POS system to process sales, returns, online orders and gift card activations.
Data Entry
Singapore Post (Data Post)
07.2009 - 10.2009
- Scanned documents and saved in database to keep records of essential organizational information.
- Located and corrected data entry errors and reported to management..
- Completed data entry tasks with accuracy and efficiency.
- Organized, sorted and checked input data against original documents.
- Documents completed work in appropriate logbooks.
- Compiled data and reviewed information for accuracy prior to input.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Obtained scanned records and uploaded into database.
Retails Sales Associate
Wing Tai Asia
12.2008 - 06.2009
- Greeted customers and helped with product questions, selections and purchases.
- Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
- Maintained clean sales floor and straightened and faced merchandise.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Balanced and organized cash register by handling cash, counting change and storing coupons.
- Issued receipts and processed refunds, credits or exchanges.
- Used POS system to process sales, returns, online orders and gift card activations.
- Supported efficient and timely replenishment of sales floor merchandise..
Sales Assistant
Buffalo Jeans
08.2007 - 11.2008
- Opened and closed store independently and prepared nightly bank drop for manager.
- Greeted customers and helped with product questions, selections and purchases.
- Used POS system to process sales, returns, online orders and gift card activations
- Coached new sales staff on store policies and strategies for increasing revenue.
- Maintained records related to sales, returns and inventory availability.
- Opened new merchandise and stocked sales floor racks and shelves.
- Maintained clean sales floor and straightened and faced merchandise.
- Supported efficient and timely replenishment of sales floor merchandise.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
Retail Associate
J & R Bossini Fashion Pte Ltd
12.2006 - 07.2007
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Maintained clean sales floor and straightened and faced merchandise.
- Demonstrated items to customers and created customer awareness, interest and sales.
- Increased sales by offering advice on purchases and promoting additional products.
- Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Answered questions about store policies and addressed customer concerns.
Education
Diploma in Sales And Marketing
Marketing Institute of Singapore
Singapore12.2011
Skills
- Client Confidentiality
- Certified Financial Planner
- Service-Oriented
- Microsoft Excel
- Critical Thinking
- Attention to Detail
- Salesforce
- Customer Complaint Resolution
Accomplishments
2nd Runner Up sales in Single Premium Investment (April 2020) -NTUC INCOME
Certification
Singapore Collage of Insurance (SCI)
Completed -
* Basic Insurance Concepts and Principles (BCP)
* Personal General Insurance (PGI)
*M9
*M9A
*M5
Timeline
Client Advisor
NTUC INCOME
05.2017 - Current
Senior Programme Consultant
Management Development Institute of Singapore (MDIS)
03.2012 - 04.2017
Retail Consultant
SIMMONS (SEA) PTE LTD
11.2010 - 02.2012
Jewellery Advisor
ASPIAL CORPORATION -Lee Hwa Jewellery Singapore Pte. Ltd
07.2010 - 10.2010
Retail Sales Associate
Springfield
11.2009 - 06.2010
Data Entry
Singapore Post (Data Post)
07.2009 - 10.2009
Retails Sales Associate
Wing Tai Asia
12.2008 - 06.2009
Sales Assistant
Buffalo Jeans
08.2007 - 11.2008
Retail Associate
J & R Bossini Fashion Pte Ltd
12.2006 - 07.2007
Diploma in Sales And Marketing
Marketing Institute of Singapore
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