Joseph Tan
Singapore
Summary
- Results orientated workaholic that specialise in building relationships within both the life and general insurance space. - Have valuable corporate working experience in major organisations including Singapore Armed Forces for 8 years, Standard Chartered Bank (Singapore) for 2 years, American International Group (AIG) for 6 years, Prudential Assurance Company (Singapore) for 2 years, Chubb Insurance Ltd (Singapore) for 5 years and Kaplan Professional Australia (Asia) for 15 months. - Added personal sales and sales management experience in own Food and Beverage business and AXA Singapore Insurance as an agency leader.
Overview
25
25
years of professional experience
Work History
Regional Director of Business Development
Kaplan Professional Australia
04.2024 - 06.2025
- Achieved professional course sales goal of AUD1.8 million annually.
- Drove professional course sales by developing corporate contract sales in 7 countries in Asia
- Prepared sales presentations for corporate clients showing success and credibility of products.
Head of Strategic Business Development
Chubb Insurance (Singapore) Ltd.
07.2019 - 03.2024
- Drove sales of SGD60 million via independent distribution partners for all lines of business including commercial and personal lines.
- Developed strategic partnerships to enhance business growth and market presence.
- Analyzed market trends to identify opportunities for product expansion and innovation.
- Led cross-functional teams in executing business development initiatives, improving operational efficiency.
- Established key performance indicators to measure success of strategic initiatives and team performance.
- Conducted competitive analysis to inform strategic planning and decision-making processes.
Financial Services Manager, Tied Agency
AXA Singapore
09.2018 - 05.2019
- Managed a team of 8 financial planners to help them achieve their monthly sales targets.
- Conducted regular training sessions on product offerings and compliance regulations.
- Educated clients on the importance of adequate insurance coverage and fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
Manpower Development Director, Tied Agency
Prudential Assurance Company
01.2018 - 07.2018
- Led recruitment activities at career fairs and university seminars.
- Led recruitment strategy development to align talent acquisition with organizational goals.
- Collaborated with cross-functional teams to drive recruitment initiatives and ensure stakeholder engagement.
- Developed and implemented candidate sourcing initiatives, improving candidate pipeline quality.
- Mentored junior manpower development managers, fostering professional growth and improving team performance.
- Analyzed recruitment metrics, identifying trends to refine sourcing strategies and improve outcomes.
Manpower Development Manager, Tied Agency
Prudential Assurance Company
12.2016 - 12.2017
- Managed and monitored recruitment activities of agency managers in order to achieve monthly recruitment targets.
- Planned and executed business opportunity seminars every 2 months with a minimum of 50 candidates per seminar.
- Streamlined recruitment processes, reducing time-to-fill positions while maintaining quality of hires.
- Collaborated with hiring agency managers to define job requirements and develop targeted recruitment campaigns.
- Conducted interviews and assessments, ensuring alignment between candidates' skills and organizational needs.
Sales Director, Agency Business Development
American International Group (AIG)
09.2015 - 11.2016
- Drove agency sales of estimated SGD$39.1 million across 7 major lines of business.
- Directed sales strategy to achieve revenue growth and enhance market share.
- Led a high-performing BD team through effective coaching, mentoring, and performance management strategies.
- Managed relationships with key industry stakeholders, attending conferences and networking events to further establish the company''s presence in relevant circles.
- Delivered consistent results against quarterly targets by monitoring BDM's KPIs closely and adjusting tactics as needed.
- Collaborated with cross-functional teams to develop innovative product offerings that addressed evolving customer demands.
Head of Accident & Health Individual Business
American International Group (AIG)
07.2011 - 08.2015
- Drove Accident & Health individual business sales of $19.5 million across 5 minor lines of business.
- Led strategic partnerships to drive revenue growth and market expansion.
- Analyzed market trends to identify new opportunities for business enhancement.
- Directed cross-functional teams to execute initiatives supporting client acquisition and retention.
- Mentored junior staff on best practices in business development processes and strategies.
- Streamlined operational workflows to enhance efficiency and improve team performance.
- Managed cross-functional teams to drive successful project completion and achieve organizational goals.
Business Development Manager, Accident & Health
American International Group (AIG)
07.2010 - 06.2011
- Drove Accident & Health individual business sales of SGD$9.5 million across 2 minor lines of business.
- Trained Accident & Health Brokers and General Agents on product offering and sales skills to meet customer needs.
- Developed strategic partnerships with top Accident & Health Brokers and General Agents to enhance market share and drive revenue growth.
- Negotiated contracts with key stakeholders, improving client retention and satisfaction rates.
- Implemented innovative sales strategies that increased lead generation and conversion rates.
- Collaborated with marketing to create targeted campaigns supporting business development objectives.
Director
Own Company
03.2009 - 06.2010
- Owner and Director of Food and Beverage business in Bangkok, Thailand.
Banking Insurance Specialist
Prudential Assurance Company
04.2007 - 02.2009
- Provided financial advice on life insurance products in Standard Chartered Bank (SCB) as part of Partnership Distribution (Bancassurance) between Prudential and SCB.
- Conducted in depth review of bank customers’ financial health and circumstances, current provisions as well as future financial aims; thenceforth providing plans that suit their needs.
- Simplified complex insurance concepts for clients, facilitating informed decision-making regarding policy options.
- Responded to customer calls swiftly to resolve issues and answer questions.
Military Policeman (Regular)
Singapore Armed Forces (SAF)
12.2000 - 03.2007
- Led training sessions for junior personnel on operational procedures and safety protocols.
- Monitored crowded public areas and events to mitigate risk and promote safety.
- Assisted in special investigations and crime prevention programs.
- Developed strategic plans for security operations, enhancing overall mission effectiveness.
- Collaborated with cross-functional teams to address security challenges and optimize resource allocation.
- Contributed to the overall mission readiness of the unit through unwavering dedication to duty and consistent adherence to regulations and protocols.
- Created and implemented security protocols and procedures to safeguard personnel and property.
Education
O Levels -
St Joseph's Institution
12.1993
Skills
- Microsoft Office (Words/Excel/Powerpoint)
- Command of English and Chinese
- Interpersonal Communication Skills
- General Insurance Certification
- Life Insurance Certification
- Conversant with management of stakeholders and senior management expectations
- Sales of Professional courses
References
Kevin Xiong, Head of Agency, Direct Asia
Joseph Goh, Agency Director, AIA
Hobbies and Interests
Cooking, Darts and Football.
Timeline
Regional Director of Business Development
Kaplan Professional Australia
04.2024 - 06.2025
Head of Strategic Business Development
Chubb Insurance (Singapore) Ltd.
07.2019 - 03.2024
Financial Services Manager, Tied Agency
AXA Singapore
09.2018 - 05.2019
Manpower Development Director, Tied Agency
Prudential Assurance Company
01.2018 - 07.2018
Manpower Development Manager, Tied Agency
Prudential Assurance Company
12.2016 - 12.2017
Sales Director, Agency Business Development
American International Group (AIG)
09.2015 - 11.2016
Head of Accident & Health Individual Business
American International Group (AIG)
07.2011 - 08.2015
Business Development Manager, Accident & Health
American International Group (AIG)
07.2010 - 06.2011
Director
Own Company
03.2009 - 06.2010
Banking Insurance Specialist
Prudential Assurance Company
04.2007 - 02.2009
Military Policeman (Regular)
Singapore Armed Forces (SAF)
12.2000 - 03.2007
O Levels -
St Joseph's Institution
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