Arthur Koo

Head, Financial Advisory at Synergy Financial Advisers Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Naveed Irshad

I worked closely with Arthur during my time as CEO at Manulife Singapore. Arthur showed excellent communication skills and helped the Company improve production momentum and productivity within the agency channel. On a personal level, he is charismatic and well-spoken, both qualities that have served him well in his role as an Agency Director. Arthur worked closely with our agency leaders and representatives to meet their production targets, significant improving overall sales and productivity. Arthur has deep experience and understanding of agency acumen and brings out the best in an agent. Arthur has a combination of business acumen and communication skills that makes him an outstanding business development leader. Arthur has shown his versatility to work independently and as a team player. I could depend on him to lead many of our agency and corporate events as a highly competent company spokesperson and emcee. On projects that he worked on, he was able to engage throughout the organization from senior management down to individual agents. For example, in an agency compensation enhancement project, he was part of the team to obtain approval from our regional office while being deeply involved in agency engagement and execution of the change. I strongly recommend Arthur.

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Experience

    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Head, Financial Advisory
      • Feb 2019 - Present

      • Responsible for Production Growth & Recruitment • Accountable to drive sales of up to $12 million new gross revenue in 2019 • Working closely with the team to develop a strategic direction of the Sales Force & Partnerships to achieve sales target and business objective as well as to ensure all sales and operational processes are compliant with the regulatory & compliance requirements. • Devise and execute incentives and new business activities to exceed targets. • Co-drive recruitment targets with stakeholders • Ensure that the function operates within the approved risk appetite framework and that the appropriate culture, governance and oversight arrangements are in place to manage effectively the risks in the function achieving its objectives. Show less

    • Canada
    • Insurance
    • 700 & Above Employee
    • Agency Director (AVP)
      • Sep 2008 - Oct 2018

      • Responsible for Business and Agency Growth & Development • Accountable for agency channel sales of up to $55 million APE • Plan and drives strategies to achieve and exceed production targets and Net Profit Embedded Value (NBEV) • Devise and execute incentives and new business activities to exceed targets. • Key driver in driving various Agency segment to lift productivity from the Agency channel, such as High Net Worth segment, MDRT achievements, Conference producers and Accident & Health initiatives • Co-drive recruitment targets with all various stakeholders • Providing reports and management insights to achieve operational efficiency and effectiveness • Drive integration of multi channel business processes to achieve efficiency and to reduce company’s operating cost • Restructuring and Streamlining of sales operations of 2 major distribution channel of the Company to achieve gross operating expenditure targets • Lead and collaborate with local and regional partners • Lobby for support and resources to ensure quality project planning and execution, budgeting, policy and procedure implementation and overall performance for entire sales force and operations. Show less

    • United States
    • Insurance
    • 700 & Above Employee
    • Agency Services Manager
      • 2005 - 2008

      • Actively participate in strategic plans and initiatives to achieve management objectives and growth • Developed and implemented sales management programmes to increase top line numbers and to enhance sales processes • Providing reports and management insights to achieve operational efficiency and effectiveness • Full accountability of agency channel operations functions supporting more than 400 agents and 40 staff nation wide • Actively managing 6 direct/matrix reporting staffs, and • Assumed full responsibility of channel’s sales operation in Australia • Ensuring channel meets various enterprise risk and compliance regime in the highly regulated Australian financial services industry • Drive integration of multi channel business processes to achieve efficiency and to reduce company’s operating cost • Restructuring and Streamlining of sales operations of 2 major distribution channel of AIA Australia to achieve gross operating expenditure targets (eg. office closure, realignment key business operation processes and eliminate duplication of business functions) • Lead and collaborate with local and regional partners • Lobby for support and resources to ensure quality project planning and execution, budgeting, policy and procedure implementation and overall performance for entire sales force and operations. Show less

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