· Determined client’s financial needs and recommended potential solutions to them in insurance coverage, investment planning, cash management and other areas to help them to attain their financial goals· Fostered collaborative and successful relationships with clients, providing them with the top-of-the-line financial advisory· Managed and enriched client’s financial portfolios, guiding clients toward a profitable and secure financial decision

· Determined client’s financial needs and recommended potential solutions to them in insurance coverage, investment planning, cash management and other areas to help them to attain their financial goals· Fostered collaborative and successful relationships with clients, providing them with the top-of-the-line financial advisory· Managed and enriched client’s financial portfolios, guiding clients toward a profitable and secure financial decision · Worked well independently and on a team to solve problems

· Determined client’s financial needs and recommended potential solutions to them in insurance coverage, investment planning, cash management and other areas to help them to attain their financial goals· Fostered collaborative and successful relationships with clients, providing them with the top-of-the-line financial advisory· Managed and enriched client’s financial portfolios, guiding clients toward a profitable and secure financial decision · Worked well independently and on a team to solve problems

· Provided support in commission-related matters to the Business Planner Manager to ensure sales commissions are paid out to the sales team on time · Verified commissionable product revenues are tabulated correctly for the Sales team · Developed a detailed analysis of sales performance and funnels for upper management for the weekly meeting· Organized the sales team’s claims in a systematic filing before submitted to the Finance team· Replied to customer’s inquiries about promotions and price plans promptly · Ensured that companies are reflected correctly in the ACS system are tagged to the correct sales specialist· Performed various administrative work· Organized and prioritized work to complete assignments in a timely, efficient manner

· Compiled and analyzed sales reports for the key account managers to present to the group manager during a meeting· Coordinated with trade buyers under the Dairy Farm Group (Cold Storage, Giant, 7-11 and Sheng Shiong) for the upcoming promotion and newly launched products · Negotiated with trade buyers and or store personnel to prevent any hiccups · Collaborated with key account managers for promotions/sales and displays/ad hoc· Conducted monthly meetings with the sales rep to brief them on the promotions when key account managers are not around · Provided sales and marketing support to a sales force of 17 sales reps· Worked closely with the logistics team to ensure smooth operations on service grounds· Ensured that orders were processed in the customer service and delivered promptly to the stores· Performed various administrative work