Yee Lian Lee
MBTI - ESTP
Summary
Result-driven person with sales experience. Proven ability to manage stakeholder relationships through effective marketing and communication. Seeking to leverage expertise to enhance management in the F&B industry to achieve success and satisfaction for relevant parties.
Overview
7
7
years of professional experience
Work History
Hawker
Kampar Pasar
09.2024 - Current
- A led front-line role. I created a systematic operation, including taking customer orders, coordinating with the stoves person and staffs to ensure smooth order flow from the queue to service. Handling customers' issues and maintaining relationships with them. Managed stock ordering and preparation, and ensured accurate daily cash handling.
Life Planner
Papan Memorial
08.2024 - Current
- Offering clients a solutions to peace of mind with the least money to safeguard their urn niche as well as a funeral service package. A site-tour visit with prospects is part of the closing process.
Trust Advisor
UBB Amanah Bhd, Rakyat Trustee Bhd
06.2023 - Current
- Offering clients comprehensive asset planning by setting up a trust asset to achieve asset safeguarding, distributing, and accumulating, ensuring a smooth legacy with the help of trustee companies.
Insurance Wealth Planner
Prudential Assurance
Ipoh
08.2018 - 01.2024
- I started by visiting door-to-door, attending roadshows, mainly with strangers market, which strengthened my communication skills and resilience under pressure at a young age of 20.
- I provide sufficient insurance coverage after knowing my client's needs by protection formular calculation.
- Serving mainly senior clients has enhanced my ability to connect and engage well with an older age group.
Education
Bachelor of Arts - Public Relations & Marketing
UTAR
Kampar 08-2022
Accomplishments
- Top 50 wealth planners in the Perak region, 2018 (Prudential Assurance)
Languages
Chinese (Cantonese)
First Language
English
Proficient (C2)
C2
Timeline
Hawker
Kampar Pasar
09.2024 - Current
Life Planner
Papan Memorial
08.2024 - Current
Trust Advisor
UBB Amanah Bhd, Rakyat Trustee Bhd
06.2023 - Current
Insurance Wealth Planner
Prudential Assurance
08.2018 - 01.2024
Bachelor of Arts - Public Relations & Marketing
UTAR
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