Eunice Yuen

• Year 2000 - 2003 : Joined at at age of 23 as a financial consultant. I have acquired over 500 clients in 3 years and helped them with their financial and investment portfolio.

Received numerous company sales awards and recognition including the Million Dollar Round Table for year 2002-2004 (a global association that recognizes top performing life insurance agents and financial advisers around the world).

Female leaders in the company were few when I took up the management position but I aspire to see more female taking up leadership role hence that made me started to build my own team.

• Year 2004: Appointed Associate Manager
• Year 2005: Promoted to Financial Services Manager
• Year 2006: Promoted Senior Financial Services Manager
• Year 2007: Promoted Financial Services Director

By age 30, i was a director leading over 50 financial consultants and won the Winner of Agency Development Award.

• Year 2011: Featured on The Sunday Times

[me & my money] .

• Year 2017: Promoted to Group Financial Services Director with over 150 financial consultants and 8 agency leaders.

Leading an international team of consultants from Singapore, Malaysia, Indonesia and China.

I have built my group from a 1 Million Dollar Agency to over 20 Million Dollar Agency.

• Year 2017-2020 : Leading my group to the Top Number 1 position consecutively for 5 years.

Groomed High Performers and Leaders with:

Top 1 Financial Consultant

Top 3 Rookie Agent

Top 1 Rookie Agency Leader

Top 1 Agency Manager

• Year 2021-2023: Rebranding of the group with digital and social media presence. Handover to the next generation of leaders.

• Created proposals for new and repeat customer business transactions.
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Developed sales strategy based on research of consumer buying trends and market conditions.
• Forecasted sales and established processes to achieve sales objectives and related metrics.

• Shift work at 24 Hours Call Centre
• Problem solving with customers calling in with their challenges and frustrations of products, services and billings.
• Described product and service details to customers to provide information on benefits and advantages.
• Explained online self-help options to customers to promote additional and after-hours support choices.
• Provided company information and policies to customers upon inquiry and answered questions via phone and email.