Area Head

• Jul 2019 - Present

Sales and Training Specialist

• Mar 2018 - Feb 2019

Sales and Training Specialist Sales and Training Specialist

Unit Head

• Apr 2017 - Feb 2018

Help our clients achieve their financial goals. Support our partner agents to expand their means. Attract potential partner agents to join our dynamic team. Help our clients achieve their financial goals. Support our partner agents to expand their means. Attract potential partner agents to join our dynamic team.

Channel Manager

• May 2015 - Mar 2017

Leads and support the ISC (Independent Sales Consultants). Recruit potential ISC and train to pass the Certified Investment Solicitor (CIS) exam. Conduct joint field work presentation wiht ISCs. Financial advising to individual and corporate clients. Leads and support the ISC (Independent Sales Consultants). Recruit potential ISC and train to pass the Certified Investment Solicitor (CIS) exam. Conduct joint field work presentation wiht ISCs. Financial advising to individual and corporate clients.

Assistant Unit Head

• Sep 2013 - Apr 2015

Provide the best financial solution to every prospects thru our insurance products. Create marketing strategies to attract prospective clients. Recruit determined individuals to join the sales team. Provide superior service to clients and fellow agents.

Team Leader

• Jun 2013 - Aug 2013

Lead and train the ourbound call team. Provide reports for higher management. Support and motivate the team. Handle all various complicated transactions. Provide support to inbound call team.

Supervisor

• Mar 2011 - May 2013

Handling of walk in client transaction and complaints. Processing of financial transactions and policy reinstatement. Heads the imaging project. Administer the TOS ( Transaction Monitoring System)

Senior Client Services Assistant

• Sep 2010 - Feb 2011

Reaolution of all client inquiries and concerns. Reinstatement of lapse policies. Preparation of correspondences and computations for clients. Handlling special projects needed to improve business process.

Client Services Assistant - Frontline

• Jan 2009 - Aug 2010

Resolution of all client inquiries and concerns. Reinstatement of lapse policies. Receiving and processing of policy amendments. Prepares various correspondences and computations for clients.

Client Services Assistant - Backroom

• Aug 2006 - Dec 2008

Transferring of orphan clients to active agents. Handling of phone in inquiries and requests of agents. Ensure timely submission of weekly and monthly reports as required. Assist in client recovery and reinstatement of policies.

Billing Analyst

• Jul 2004 - Jul 2006

Custodian of post dated checks. Report maturing checks to cashier department. Communicate with bank partners regarding check deposit and pull outs. Communicate with clients and agents regarding check status.

Policy Conservation Officer

• Jan 2003 - Jun 2004

Processing of incoming policy transactions. Call out to clients regarding agent services. Servicing of clients without active agents. Provide agents with client listings. Processing of incoming policy transactions. Call out to clients regarding agent services. Servicing of clients without active agents. Provide agents with client listings.