Experience

Synergy Financial Advisers Ltd

• Singapore
• Financial Services
• 200 - 300 Employee

• Senior Deputy Director

  • Jul 2015 - Present

  The decision to relicense myself and be back with the sales teams to benefit clients, thanks to my Mr Adrian Peh and senior management. Their constant encouragement and vision to the Synergy FA, whom I have worked closely in the years of my consultation business, convinced me that this is the platform and the environment that I would like to be with in my next phase of my career. With the brokerage advisory platform, me and my team members is now able to serve my clients with a wide array of choices of financial solutions. Show less



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• Singapore

• Agency Management Consultant and Performance Coach

  • Jul 2010 - Jun 2015

  Taking a break from sales targets and agency management, I venture into the fields of coaching of financial sales reps and sales leaders. I offered sales diagnostics clinics to the aspiring individuals, who wants to breakthrough from their current sales performance. With experience and my personality, I was a friend more than a business mentor to many. During the 5 years, I helped teams realigned their business objectives and created business plans for their careers in this financial planning business. I learnt the principles of adult learning and apply it to my coaching sessions. Show less



Manulife

• Singapore

• Associate Director

  • 2004 - 2010

  In my years with Manulife Financials, I was exposed to leadership and agency management. Together, with my team members, we build our careers from offering financial services and advises to families. I became their friend and business mentor, providing my team mates supervisory and guidance support for their financial planning careers. At the same time, I also attended corporate meetings and events, held locally and regionally. In some of these exposure, I was given some opportunities to become their panel of speakers during event launches, sharing experience, motivating the sales forces and team leaders, offering insights to this business. During this part of my management career, I am blessed to meet with Mr Tony Cheng who helps me to understand the importance of meaningful coaching, management, and development of financial reps. In the later years of my service to Manulife, I devote myself to developing sales careers for the rookies, and offer career advise to the potential sales leaders. The journey of team expansion, skill transfers, talent retention and career management with Manulife Financial has taught me the science of agency management. It also taught me the art of running successful sales teams and harnessing potentials from each aspiring individuals. Being the Education chairman for FSMA, an organisation that serves the financial planning industry in Singapore, I had many more opportunities to learn from the veterans and I realise that they have something in common. They are very passionate about their clients and their business. Show less



AXA

• France
• Insurance
• 700 & Above Employee

• Financial Planner

  • 2000 - 2003

  “You must be crazy” “Are you sure?” These are the common remarks when I first joined AXA Life Insurance as a full time financial planner. Street canvassing and HDB knocking were norm. Grateful to my mentor who constantly encourages me to stay focus, continuously enhancing my skills and knowledge as a competent financial planner. Through simple paper and pen, many clients become friends trusting me with their investments and medical protection plans. Even my stay with AXA life was brief, my sales career was never possible without the guidance and advice from my seniors and mentors around me. Show less