Ai Ling Lee

• Work together with relationship managers in order to assist them in delivery of their plans and ability to provide outstanding service and insurance related advisory to their clients.

• Identify and maximize sales opportunities, and increase customer retention rates.

• Participate in client discussions to value add in the needs based consultative process to help meet the clients' financial goals.

• Provide technical expertise and specialized advice when dealing with particular client needs and help improve client satisfaction and relationship manager productivity

• Work in coordination with relationship managers in creating,driving and support business plans and initiatives.

Achieved Oct 2017 2nd runner up

Achieved Sept 2017 2nd runner up

Achieved Nov 2017 1st runner up

Achieved Jan 2018 2nd runner up
Achieved Feb 2018 2nd runner up

Achieved Mar 2018 1st runner up

Achieved Apr 2018 Champion
Achieved May 2018 Champion

Attained Q1 2018 2nd runner up

Attained Q2 2018 1st runner up
Attained 1H 2018 Champion
Attained Full year 2018 Champion
Attained Q1 2020 Sales incentive trip
Attained Certificate of completion as an Accredited Insurance specialist-2020 (Citi/AIA Academy)

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, door knocking & using referrals, roadshows etc.

Achieved Top Fyc Jan 2015
Achieved Top Fyc Feb 2015
Achieved Top Fyc Mar 2015

Achieved Top Fyc Apr 2015
Achieved Top Fyc May 2015
Achieved Top Fyc June 2015

Achieved Top Fyc Sept 2015

Achieved Top Fyc Oct 2015

Attained Top Rookie 2015-Champion
Attained Top Producer 2015-Champion
Attained Top Single Premium Producer-Champion
Court of Table (COT) Achiever

• Discovered undervalued investments and identified long term sustainable growth.

• Brought forth the ability to establish longterm client relationships.

• Effectively managed client portfolios and offered advice regarding investments.

Fostered successful relationships with a large number of clients, providing them with top of e line th financial advisement.

• Examined clients' overall financial situation by reviewing inco me, assets, debts, expenses and credit reports.

• Analyzed clients' financial situations to offer products to improve standard of living.