Responsible for designing comprehensive event program flows and detailed scripts, ensuring a seamless and engaging experience for all participants. Act as the primary point of contact for hosts and speakers, coordinating logistics, facilitating communication, and addressing any inquiries to ensure the success of each event.

▪Worked with clients and came up with a bespoke financial plan, investment strategy, and comprehensive protection package that best suited their needso Achieved the Rookie of the Month Award by performing with high efficiency in sales.o Promoted as Assistant Unit Manager by recruiting other Financial Advisors.▪ Identified clients’ financial goals through tabletop meetings and needs-based analysis interviews.▪ Provided aftersales service by performing policy updates and policy reviews.▪ Provided financial planning, estate planning, investment advisory, and the like.