Danny Pey

• Achieved sales goals and service targets by cultivating the right business culture and performance matrix.
• Built relationships with partners and internal stakeholders to establish long-term business growth objectives.
• Met sales quotas and increased profitability through effective sales strategy and business planning.
• Managed accounts to retain existing relationships and grow share of business.
• Compiled and analyzed data to determine approaches to improve sales and performance.
• Engaged in product training, demonstrations, performance awareness, branding, and acquisition initiatives to raise awareness and revenues.
• Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business efficacy.
• Increased profit margins by effectively controlling budget and overhead and optimizing performance to meet top line and margin objectives.
• Collaborated with upper management to implement continuous improvements and exceed Channel goals.
• Reviewed and enhanced management processes on various aspects such as sales, compliance, training, and marketing, etc to promote growth in channel.
• Managed Digital Marketing initiatives and social media guidelines of the channel
• Drove digital adoptions and Net Promoter Score for channel.
• Developed SOPs for managing of sales force from contract validations, awards, conventions, and sales activities, etc.
• Adopted regulatory and market changes to redefine processes and practices to comply with requirements within business functionality.

Key Achievements and Recognitions

• Awarded Regional Stars of Excellence Award 2022 for driving the restructure and transition from Tied Agency model to Tied FA model that started in 2020.
• Recognition for driving and meeting sales target despite the covid challenges and achieved YTD target for 2020, 2021 and 2022.
• Recognition for initiating Project 100 in 2020 that improved retention of partners through recognition and engagement.
• Consultant role in Project Magnum to help channel achieve growth in organic recruitment.
• Co-developed and kickstart non face-to-face sales advisory process during circuit breaker lockdown and refine digital sales submission procedures. Manulife is the first Insurer to adopt this process and met the sales target in 2020.
• Received accolades from Partners as a strong motivational speaker and invited regularly to partners meetings to inspire team growth in sales and recruitment.
• Recognition in developing Manulife Advisory Group (MAG) Website in 2022.

• Designed recruitment strategies to meet manpower growth and built sustainable eco-system to grow and retain the agency force.
• Created strong channel recruitment branding and proposition to attract, recruit and retain agency force.
• Engaged partners and key stakeholders to build the desired recruiting behavior, processes and activities.
• Analyzed market trends to identify opportunities, assess potential risks and propose solutions to senior management.
• Developed the right remuneration packages for migrating and organic sales force.
• Redefined recruitment process and remuneration to meet regulatory and market changes.
• Improved performance of channel through growth in manpower, active ratio, case count and case size.
• Negotiated with migrant group on remuneration packages and onboarding arrangements.
• Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business efficacy.

Key achievements and recognitions

• Increased recruitment headcount of new adviser from 30 in 2017 to 84 in 2018.
• Kickstart “Hokenbito” Branding for Recruitment and “Hokenbito” Management Trainees program.
• Formed partnership with campuses to run career event and sponsorship programs.

• Drove group initiatives through AIA Group Premier Academy training curriculums to 13 Asia countries.
• Collaborated with local Chief Agency officer and Head of Training to level up the competency and performance of Business Development and Training Executives in different countries.
• Implemented group strategies and action plans to support growth in the recruitment and sales numbers of the agency forces.
• Crafted analysis reports and performance review of countries against Group strategies implementation and execution efficacy.
• Facilitated Regional Agency Conferences for AIA Senior Management and Countries Heads on Group Strategies and Goals Setting.

Achievements and Recognitions

• Recognized for creating AIA Activity Builder Playbook incorporating LIMRA Sales Builder modules and China "best in class" practices.

• Designed recruitment strategies to meet manpower growth and built sustainable eco-system to grow and retain the agency force.
• Created strong channel recruitment branding and proposition to attract, recruit and retain agency force.
• Engaged partners and key stakeholders to build the desired recruiting behavior, processes and activities.
• Analyzed market trends to identify opportunities, assess potential risks and propose solutions to senior management.
• Developed the right remuneration packages for migrating and organic sales force.
• Redefined recruitment process and remuneration to meet regulatory and market changes.
• Improved performance of channel through growth in manpower, active ratio, case count and case size.
• Negotiated with migrant group on remuneration packages and onboarding arrangements.
• Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business efficacy.

Key achievements and recognitions:

• Increased recruitment headcount of new adviser YOY result by 53% in 2014; 38% in 2015 and 86% in 2016.
• Initiated and led a team of Recruitment Specialists (new initiative), starting 2015.
• Developed and launched project of “I'm In” branding campaign in 2017.
• Brought in agency model 2 (all tier full commissions based) to complement existing structure of only Tier 1 full commissions based.

• In charge of Leadership and Management Development as well as Training & Competency for the agency force.
• Plan, develop and deliver training to needs of the agency force with focus on Leadership.
• Development and Training Programs for all tiers.
• Update and implement training programs in line with new regulatory requirements and leaders' roles and responsibilities, including the Training & Competency Plan
• Plan and implement mandatory company events such as Sales Conferences, Annual, etc.
• Delivered products training for multi-channels including HSBC, DBS and IFAs, including High Net worth products such as Universal Life Insurance,
• Represented HSBC Insurance in Life Insurance Association committee in Training & Competency and Continuing Professional Development comm groups.

• Partnered more than 130 agencies to assist them to meet the Training & Competency requirements.
• Developed and redefined Training & Competency requirements to meet industry standard and guidelines.
• Conducted audit on Agencies supervisory requirements and Sales Advisory practices.
• Mentored new hires, resulting in stronger staff development and increased competency.
• Delivered instructional presentations on sales advisory process, focusing on efficiency and compliant with guidelines from Monetary Authority of Singapore and Life Insurance Association of Singapore.
• Advised Management on regulatory changes and make recommendations to meet new changes on processes and operation procedures.

Key achievements and recognitions

• Recognized for designing the appeal process for Replacement of Policies (ROP) within AIA.
• Appointed Reviewer on ROP appeals made by agencies for management consideration and approval.
• Promoted 3 times within 5 years for outstanding achievements in the department.
• Recognized as one of the pioneer Training & Competency experts who define the supervision and sales advisory standards that are still being used in the industry.

• Coached new Personal Financial Consultants on financial advisory products.
• Analyzed clients' financial situations to offer products to improve standard of living. Including unit trusts, Bonds, securities, structured deposits and performed banking services within branch.
• Manage the account portfolios for a pool of clients and assist them in their financial and banking needs.
• Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.

• Analyzed clients' financial situations to offer products to improve standard of living. Including unit trusts, insurance, structured deposits and performed banking services within branch.
• Managed the account portfolios for a pool of clients and assist them in their financial and banking needs.
• Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.

• Analyzed clients' financial situations to offer insurance products to improve standard of living.
• Managed the account portfolios for a pool of clients and assist them in their financial needs.
• Initiated customer relationships through prospecting, lead utilization, local market and community involvement.

• Produced on air promotions for MTV shows, media events and contests.
• Performed Translation and Scripting for programs.
• Edited video, choosing appropriate shots matching perfectly with shows requirements.
• Determined editorial direction and content quality for each production.
• Planned video shoots in studio and remotely by managing production through stages to completion.
• Coordinated with producers and on-air talent to create program content, new ideas, and segments.
• Coordinated with vendors to obtain supplies needed for shoots at best value for money.

• Assisted in production of sports programs.
• Assisted in on air promotions for sports programs, media events and contests.
• Facilitated communication between production staff and other departments to synchronize work.
• Developed schedules for production, editing, and duplication for timely delivery.
• Liaised with directors, actors and other creative staff to successfully complete projects.
• Coordinated with vendors to obtain supplies needed for shoots at best value for money.

• Assisted in production of sports programs.
• Collaborated with production team to facilitate smooth operations, avoiding disruptions and delays.
• Supported production needs by performing routine tasks using standard procedures and equipment.
• Stayed alert, active, and ready to respond to any request at any time using variety of available resources.
• Completed wide range of tasks in diverse filming areas to support operations.
• Communicated with other crew members via walkie-talkies to coordinate production activities.