Jonathan Ang
Summary
Accomplished Agency Leader and Financial Consultant at Prudential Financial, adept in team management and data-driven decision-making. Excelled in enhancing customer engagement and sales proficiency, successfully mentoring staff, and driving campaign development. Achieved significant client satisfaction and team performance milestones, showcasing a blend of strategic vision and interpersonal skills. Results-oriented and accomplished advertising professional with solid understanding of Insurance industry and customer habits. Forward-thinking and resourceful with superior work ethic and good leadership, problem-solving and project management abilities.
Overview
17
17
years of professional experience
Work History
Agency Leader
Prudential Financial
04.2024 - Current
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established team priorities, maintained schedules and monitored performance.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Defined clear targets and objectives and communicated to other team members.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Financial Consultant
Prudential Financial
07.2007 - 04.2024
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Skills
- Team Management
- Data-driven decision-making
- Campaign Development
- Customer Engagement
- Sales proficiency
- Quality Standards
- Staff recruitment
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Agency Leader
Prudential Financial
04.2024 - Current
Financial Consultant
Prudential Financial
07.2007 - 04.2024
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