Sean Tan
Summary
5 Years of relationship management experience in financial planning. Experienced in converting leads and managing multiple clients concurrently to achieve sales projections. Believe in taking a relationship-first approach to achieve win-win outcomes. Has experience in working within both Business Development Management and Account Management departments.
Overview
6
6
years of professional experience
Work History
Account Manager, Analyst
AIA Singapore
09.2023 - Current
- Handling close to 1,200 case counts based on 64 districts amounting to more than $15 million total annualised premiums (ANP).
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on competitive renewal price quotes.
- Educated clients on new products or services to increase customer engagement with AIA's brand.
Business Development Manager
AIA Singapore
04.2023 - 08.2023
- Generated new business with marketing initiatives and strategic plans such as helping to hold and conduct monthly iQuote platform trainings and district meetings for 64 different districts.
- Helping agents to negotiate and close tailored and packaged Employee Benefits plans with new clients after working closely with Underwriters.
- Managed to bring in Value of New Business (VONB) of $17,543 for August 2023.
- Year-To-Date individual VONB sales record was $258,966 (Till August 2023).
Senior Wealth Management Consultant
Professional Investment Advisory Services
08.2017 - 03.2023
- Worked in a team of two and built a client base from scratch (~200 clients in 5 years) through roadshows, cold calls, and referrals
- Developed structured methodology towards client closing to improve conversion rate, resulting in an 80% closure rate
- Focused on strengthening existing relationships by organizing multiple client appreciation events, resulting in 40% of existing clients referring new clients
- Developed client portfolio through rigorous fact-finding and scenario analysis (marriage, home loans, retirements, etc). Leveraged on wealth management software (Goalsmappers) to help visualize client's financial portfolio with an in-built referral system, resulting in 15% referred clients
- Systematically approached social media marketing (Facebook/Instagram ads) and used collected data points to identify a target audience (35~60) suitable for campaigns
Education
Bachelor of Science - Banking And Finance
SIM-University Of London
Singapore08.2021
Skills
- Employee Benefits
- Value Prepositions
- Business Development
- Client Relationship Management
- Negotiation
- Group Insurance
- Strategy & Planning
- Adobe Photoshop and Lightroom
Volunteering & Hobbies
- Volunteering: Volunteered at Club Rainbow (disabled individuals) and Learning Coach (dyslexic and mild autism) in 2017
- Hobbies: Freelance commissioned photographer (corporate events, weddings and concerts) since 2017. Owns a website, an Instagram and Facebook page for Portfolio with clients' testimonials
Timeline
Account Manager, Analyst
AIA Singapore
09.2023 - Current
Business Development Manager
AIA Singapore
04.2023 - 08.2023
Senior Wealth Management Consultant
Professional Investment Advisory Services
08.2017 - 03.2023
Bachelor of Science - Banking And Finance
SIM-University Of London
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