Experience

YF Life Insurance International Limited

• Hong Kong
• Insurance
• 100 - 200 Employee

• Assistant Manager

  • Feb 2022 - Present



Chubb Life Hong Kong

• Hong Kong
• Insurance
• 1 - 100 Employee

• Assistant Manager, AT&D

  • Aug 2021 - Feb 2022



Manulife Hong Kong and Macau

• Hong Kong
• Financial Services
• 700 & Above Employee

• Assistant Manager, AT&D

  • Aug 2020 - Aug 2021

  - Design and revamp the training curriculum for Agency managers and agents' secretary - Handle Training needs assessment & results analysis - Develop and deliver the agency training programs in different aspects, team building, business operation and agency management. - Design and develop e-learning materials for manager courses - Keep the training content & training methodologies updated that high quality of training for sales channels - Handle various training project independently and cross team projects including business development and financial planning competition - Courses ownership on Manager orientation courses and compliance training with related administration, including course enrollment and evaluation - Answer enquiries by agent through phone and email and other supporting teams Show less



BOC Group Life Assurance Company Limited

• Senior Learning & Development Officer, Tied Agency Department

  • Feb 2019 - Aug 2020

  - Designed and revamped the training curriculum for new agents with BOC Life strategy - Handled training needs assessment & results analysis - Developed and delivered the agency training programs in different aspects, team building, business operation and agency management - Designed and developed e-learning materials for IIQE exam. - Responsible for CPD seminars - Kept the training content & training methodologies updated that high quality of training for sales channels - Handled various training project independently - Handled new product launch (DA and VHIS) and existing product revamp, including training deck and related forms sample aligned with other departments - Courses ownership on IIQE exam and new agent training with related administration, including IIQE and course enrollment - Answered enquiries by agent through phone and email and other supporting teams - Assisted agency events, including Team building camp, AAP and MDRT Day Show less



AXA Hong Kong Life and General Insurance

• Kowloon, Hong Kong

• Distribution Training Specialist

  • Sep 2016 - Feb 2019

  - Design and revamp the training curriculum for new agents and experienced agents with materials to meet the AXA culture and business goal - Have knowledge in training needs assessment & results analysis - Develop and deliver the agency training programs in different aspects, investment-linked, team building, business operation and agency management - Keep the training content & training methodologies updated so as to maintain high quality of training for sales channels - Handle various training project independently - Courses ownership including IIQE and investment link product. Show less



AIA

• Hong Kong
• Insurance
• 700 & Above Employee

• Manager, Wealth Management and Protection

  • 2013 - Sep 2016

  - Structured and conducted financial services (eg. insurance and pension) to corporate and individual clients - Provided comprehensive financial strategies and analysis of cash allocations to clients with relevant financial products professionally including: - Wealth Management - Risk Management - Retirement Planning - Investment Planning - Developed sustainable benefits with clients and review their financial portfolios periodically - Conducted and designed marketing events to get cold business and potential clients - Formulated team and developed training program including market news and analysis Show less