Experience

Apex Advice Group
• New Zealand
• Financial Services
• 1 - 100 Employee
• Insurance Paraplanner

  • Mar 2023 - Present

Puketāpapa Business Voice
• New Zealand
• Non-profit Organizations
• Executive Committee Member

  • Jun 2021 - Mar 2023

Tulip Financial Services Limited
• Financial Advisor

  • Feb 2021 - Mar 2023


AIA

• Hong Kong
• Insurance
• 700 & Above Employee

• Telemarketer and Personal Assistant

  • Jul 2019 - Nov 2019

  Responsible for lead generation and retention of clients. Ensured sales and volume related KPIs are met. Provided administrative support to the Financial Adviser. Organized and set up client meetings and reviews in line with the 6-step advice process and FMA requirements. Responsible for lead generation and retention of clients. Ensured sales and volume related KPIs are met. Provided administrative support to the Financial Adviser. Organized and set up client meetings and reviews in line with the 6-step advice process and FMA requirements.



Auckland North Community and Development Inc

• Accounting Intern

  • Apr 2019 - Sep 2019

  Lead a team of 4 interns working towards the on-boarding and transfer of books and ledgers of the client. Modified and streamlined existing accounts and set up MYOB for future use. Responsible for regular follow-up and expectation setting with the client and stakeholders. Lead a team of 4 interns working towards the on-boarding and transfer of books and ledgers of the client. Modified and streamlined existing accounts and set up MYOB for future use. Responsible for regular follow-up and expectation setting with the client and stakeholders.



Domino's

• Canada
• Internet Publishing
• 1 - 100 Employee

• Customer Service Representative

  • Dec 2017 - Apr 2019

  Providing high quality customer service and increased customer satisfaction. Responsible for customer complaint handling, cash and till management and up-selling. Proficient team and time management during peak hours. Food packaging and training new employees. Oversight of inventory, product wastage and pilferage. Providing high quality customer service and increased customer satisfaction. Responsible for customer complaint handling, cash and till management and up-selling. Proficient team and time management during peak hours. Food packaging and training new employees. Oversight of inventory, product wastage and pilferage.



Buzz Value

• Austria
• 1 - 100 Employee

• Business Service Representative

  • Jan 2018 - Feb 2018

  Processing of daily invoices, updating customer status and other related information on the system. Responsible for entering daily product order data and managing bad-debt customers. Processing of daily invoices, updating customer status and other related information on the system. Responsible for entering daily product order data and managing bad-debt customers.



Massey University

• New Zealand
• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • Jul 2017 - Nov 2017

  Assisting the Communication professor in his administrative work. Preparing and organizing documents for all tutors for the next week. Assisting the Communication professor in his administrative work. Preparing and organizing documents for all tutors for the next week.



Sambodhi Research and Communications Pvt. Ltd.

• India
• Business Consulting and Services
• 100 - 200 Employee

• Intern

  • Oct 2016 - Apr 2017

  Creating online content by reviewing books and movies. Content writer for travel and grooming blogs aimed at optimizing search engine hits (SEO) and blogs promoting the company. Vlogging for feature content (YouTube). Creating online content by reviewing books and movies. Content writer for travel and grooming blogs aimed at optimizing search engine hits (SEO) and blogs promoting the company. Vlogging for feature content (YouTube).