Ong Jia Kang: Financial Consultant
Ong Jia Kang
Financial Consultant
United States
Skills
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Interests
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Industries
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Work experience
Prudential Assurance Pte Ltd
Financial Consultant | 09/2021 - Current
? Engaged clients and potential leads in robust wealth management and insurance plan counselling sessions regarding financial well-being, investment concerns and maximizing retirement savings.
? Identified need for guidance based on consultative dialogue with client.
? Assisted clients with insurance claims for medical reimbursements from Personal Accident Plan
? Closed insurance and investment-linked plans with various clients
Prolife Water Pte Ltd
Admin Assistant | 03/2020 - 06/2020
? Utilized MYOB accounting software for sales and order registration.
? Designed promotional posters for marketing.
? Provided customer service assistance for company orders.
? Filing and archiving of taxes invoices and delivery orders.
? Accounting and keying of data.
? Sourcing and acquisition of new merchants.
? Arranging interviews for suitable candidates for vacant positions.
Eu Yan Sheng
Warehouse Assistant | 12/2017 - 02/2018
? Managed inventory and stock replenishment.
? Helped with packaging of products.
? Delivered parcels and orders to various customers and companies.