Experience

BOC Group Life Assurance Company Limited

• Hong Kong
• Insurance
• 300 - 400 Employee

• Assistant Learning and Development Manager

  • Jun 2022 - Present

  • To design, organize, and conduct training programs and tools to support business strategy of distribution channels; • Support Sales Channels and business partners by providing relevant training course development and delivery so that they can equipped to achieve assigned sales target; • Take ownership of training programs/projects so as to ensure the quality of delivery & design and targeted result can be achieved; • Lead training projects and ad hoc programs as assigned; • Conduct and facilitate product, sales, leadership or CPD training, forum and seminar; • Prepare management report and documentation on training effectiveness; • Assist direct manager to ensure all KPIs can be achieved; • Maintain accurate training record. Show less



Generali Hong Kong

• Hong Kong
• Insurance
• 1 - 100 Employee

• Assistant Manager, Agency Development & Recruitment

  • Feb 2022 - Jun 2022

  • To support recruitment, sales development of agency under Bancassurance and Alternative Channels Department; • Responsible for managing individual agents, supporting sales development and sales campaigns, and recruitment for new agents; • Responsible for business development activities within the agency; • To support recruitment, sales development of agency under Bancassurance and Alternative Channels Department; • Responsible for managing individual agents, supporting sales development and sales campaigns, and recruitment for new agents; • Responsible for business development activities within the agency;



AIA Hong Kong and Macau

• Hong Kong
• Insurance
• 700 & Above Employee

• Senior Associate, Agency Business Development

  • Jul 2019 - Feb 2022

  • Develop and implement effective distribution management strategies to achieve business goals and to align with company direction and planning; • Strategize and implements agency sales initiatives in order to achieve business target (e.g. ANP, FYC, Activity Ratio, New Recruits, Persistency); • Engage District Directors and Agency Leaders regularly to build strong partnership relationship; • Supervise agency performance standards to ensure business quality and align compliance; • Perform other responsibilities and duties periodically assigned by immediate manager and supervisor in order to meet business requirements; • Provide training and coaching to junior staff and new hires of the team. Show less



Cathay Dragon

• Hong Kong
• Airlines and Aviation
• 300 - 400 Employee

• Flight Attendant

  • Nov 2016 - Jul 2019

  • Guide and assist for safety and comfort to passengers; • Always conduct safety checks before the flights; • Provide help to passengers with special needs (children, disabled persons, elders, etc); • Adhere to all aviation rules and regulations. • Guide and assist for safety and comfort to passengers; • Always conduct safety checks before the flights; • Provide help to passengers with special needs (children, disabled persons, elders, etc); • Adhere to all aviation rules and regulations.



Bank of China

• Banking
• 700 & Above Employee

• Financial Planning Manager

  • Dec 2012 - Sep 2016

  • Achieve the insurance sales targets by collaboration with bank branch sales staff; • Station in assigned branch to provide professional insurance planning services to customers; • Build strong relationship with customers by conducting meeting, analyzing the personal financial situation and identifying their insurance needs; • Recommend appropriate life insurance products to best suit customers’ need; • Work closely with branch manager and line manager to optimize the sales result; • Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base; • Comply with the guidelines on all sales process. Show less



Hang Seng Bank

• Hong Kong
• Banking
• 700 & Above Employee

• Customer Service Officer

  • Jun 2012 - Nov 2012

  • Familiarize with product features and benefits, and provide accurate and instant information and solutions to customers; • Identify cross-selling opportunities and promote bank products or services to customers, refer prospects to relevant sales team; • Provide constructive feedback on operational procedures/workflow for service enhancement and efficiency improvement. • Familiarize with product features and benefits, and provide accurate and instant information and solutions to customers; • Identify cross-selling opportunities and promote bank products or services to customers, refer prospects to relevant sales team; • Provide constructive feedback on operational procedures/workflow for service enhancement and efficiency improvement.

• Customer Services Officer

  • Nov 2010 - Jun 2012

  • Perform routine bank telling tasks, including making deposits, withdrawal, transfers, and cash advances, receiving loan, and cashing checks; • Identify cross-selling opportunities and promote bank products or services to customers, refer prospects to relevant sales team. • Perform routine bank telling tasks, including making deposits, withdrawal, transfers, and cash advances, receiving loan, and cashing checks; • Identify cross-selling opportunities and promote bank products or services to customers, refer prospects to relevant sales team.