• Experience in FMCG / Food Distribution is preferred• Familiar with AutoCount is an advantage• Good communication & customer service skills• Responsible, organized & detail-oriented
Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
HubSpot CRM Management: Maintain and update customer profiles, lead statuses, and sales pipelines within HubSpot.Automation & Workflow Optimisation: Set up and refine email sequences, workflows, and automation rules to enhance lead nurturing and customer engagement.Drafting email & WhatsApp remarketing messages in mainly Mandarin via leveraging AI.Constantly leverage HubSpot, Omnisend (Email platform) and WhatsApp as remarketing tools.Lead Segmentation: Organize and segment customer and prospect lists for targeted marketing campaigns and sales follow-ups.Data Clean-Up & Integrity: Regularly audit the CRM to remove duplicates, standardise data, and ensure accuracy for reporting and outreach.Sales & Marketing Support: Assist in creating and assigning tasks for the sales team, ensuring timely follow-ups and tracking customer interactions.Reporting & Insights: Generate weekly and monthly CRM reports on pipeline progress, lead conversion rates, and campaign effectiveness.
Manage the full spectrum of HR operations, including recruitment, onboarding, payroll, benefits administration, and employee relations for a 35-person company.
Ensure accurate sales documentation, reporting, and customer record management by processing orders promptly, tracking performance, and maintaining proper records.