Patrick Neo, Cfp®, Aepp®
Training | Business Development | Sales Leadership
Summary
Dynamic professional with extensive experience in team management and sales training at Income Insurance. Proven track record of designing impactful training programs and achieving top sales accolades. Adept at public speaking and course development, driving performance through innovative strategies and detailed feedback mechanisms. Committed to enhancing team capabilities and aligning with corporate objectives.
Overview
18
18
years of professional experience
5
5
Certifications
Work History
Trainer
Income Insurance
01.2023 - Current
- Guided cross-functional project teams in refining sales advisory processes, ensuring the seamless launch of AdviserNet 2.0 e-FNA and alignment with strategic business objectives.
- Training IC for Advisernet 2.0 e-FNA enhancements.
- Delivered impactful presentations on policy and procedural education for onboarding.
- Revised training content to align with evolving insurance regulations and policies.
Sales Manager
Income Insurance
02.2018 - 12.2022
- Directed veteran Financial Consultants, spearheading recruitment and development initiatives.
- Secured impeccable BSC grading for the team and markedly decreased branch-level BSC findings.
- Garnered multiple sales accolades, including APLIC Hong Kong 2019, Signature Class 2020 and 2021, and Penang Convention 2022.
Team Manager
Aviva Ltd
01.2017 - 01.2018
Senior Financial Protection Specialist
OCBC
04.2016 - 12.2016
Senior Financial Consultant
Axa Singapore
12.2014 - 03.2016
Personal Banker
UOB
03.2014 - 11.2014
Financial Associate
Income Insurance
12.2011 - 02.2014
Relationship Manager
State Bank of India
06.2011 - 11.2011
Financial Consultant
AIA
11.2009 - 06.2011
Financial Services Consultant
Prudential
03.2009 - 10.2009
Acquisition Officer
Citibank (Kelly Services)
07.2007 - 03.2009
Education
Bachelor of Science - Banking And Finance
University of London (SIM)
04.2001 -
Skills
Financial Planning
Team management
Sales team training
Public speaking
Course development
Certification
CERTIFIED FINANCIAL PLANNER®
Timeline
Trainer
Income Insurance
01.2023 - Current
Sales Manager
Income Insurance
02.2018 - 12.2022
Team Manager
Aviva Ltd
01.2017 - 01.2018
Senior Financial Protection Specialist
OCBC
04.2016 - 12.2016
Senior Financial Consultant
Axa Singapore
12.2014 - 03.2016
Personal Banker
UOB
03.2014 - 11.2014
Financial Associate
Income Insurance
12.2011 - 02.2014
Relationship Manager
State Bank of India
06.2011 - 11.2011
Financial Consultant
AIA
11.2009 - 06.2011
Financial Services Consultant
Prudential
03.2009 - 10.2009
Acquisition Officer
Citibank (Kelly Services)
07.2007 - 03.2009
Bachelor of Science - Banking And Finance
University of London (SIM)
04.2001 -
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