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Gerard Lee

Product Expert | Customer Activation Team at ActiveCampaign

Gerard Lee has a diverse range of work experience. Gerard began their career as a Docent at Louis Vuitton, where they educated and provided guests with a unique learning experience on the brand's history. Gerard also liaised with floor managers to manage the queue and handled queries from clients. Gerard then moved on to work as an Expatriate Relations Executive and later as an Assistant Expatriate Relations Manager at Cayman Management Consultants, where they provided professional services to clients, communicated with them to understand their immigration requirements, and generated revenue by acquiring and maintaining engagement with new and existing leads. Following that, Gerard worked as a Financial Consultant at Prudential Assurance Company Singapore, where they educated clients on various financial matters, provided professional recommendations on investment opportunities, and guided clients through the evaluation process. Most recently, Gerard joined ActiveCampaign as a Sales Development Representative and quickly achieved 166.67% of their first month's target in under two weeks.

Gerard Lee attended Temasek Polytechnic from 2012 to 2015, where they studied Electrical and Electronics Engineering. Gerard also obtained several certifications from the Singapore College of Insurance in May 2018. These include CMFAS HI Health Insurance, CMFAS M5 Rules and Regulations for Financial Advisory Services, CMFAS M9 Life Insurance and Investment-Linked Policies, and CMFAS M9A Life Insurance and Investment-Linked Policies II.

Links

Timeline

  • Product Expert | Customer Activation Team

    January 1, 2023 - present

  • Sales Development Representative

    August, 2022

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