Sean Tan
Summary
6 Years of relationship management experience in Financial Planning. Close to 3 years in Corporate Solutions, providing a consultative role in Employee Benefits. Experienced in converting leads and managing multiple clients concurrently to achieve sales projections as well as believing in taking a relationship-first approach with clients. Has experience in working within both Business Development Management and Account Management departments.
Overview
8
8
years of professional experience
Work History
Account Manager
Aon Singapore
04.2024 - Current
- Managing a total current portfolio of more than $1 million in revenue with 60% of the clientele's revenue above $100,000.
- Understand the needs of clients on employee benefits, and ensure placement with clients' selected insurers/programme. Clientele includes but not limited to Fintech, Hospitality, Clean Energy and Automotive Manufacturing industries.
- Develop strong client relationships and support their events or initiatives. In October 2025, my team and I head a booth and sponsored 300 complimentary snacks for one of the clients' event. This initiative garnered positive feedback from clients during annual service review.
- Work cross-functionally with New Business team, Relationship Management team, and Claims Analytics team to grow total portfolio revenue by ~56% from ~$700,000 in year 2024 to $1,094,000 to date in year 2025.
- Preparation of renewal documents such as renewal proposals, claim analysis, benchmarking exercise, communication decks, and handbooks before conducting onsite and virtual presentations to clients.
- Helped clients to achieve an average 10% to 15% cost savings in annual insurance premiums by renegotiating terms and optimizing plan designs with insurers every renewal cycle.
- Day-to-day handling of enquiries from both HR teams and employees to ensure pre and post renewal service standards are maintained.
Account Manager, Analyst
AIA Singapore
09.2023 - 12.2023
- Handling close to 1,200 case counts based on 66 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.
- Year-To-Date individual Annual Net Premiums (ANP) sales record was $207,938 (As of 20 Dec 2023).
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.
- Year-To-Date individual Annual Net Premiums (ANP) sales record was $601,248 (As of 20 Dec 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
08.2021
Skills
- Employee Benefits
- Value Prepositions
- Business Development
- Client Relationship Management
- Group Insurance
- Strategy, Planning and Negotiation
- Consultancy
- Account Servicing
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Account Manager
Aon Singapore
04.2024 - Current
Account Manager, Analyst
AIA Singapore
09.2023 - 12.2023
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
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 an Instagram and Facebook page for portfolio with clients' testimonials. Favorite treks include Mt. Rinjani Trek (2018), Everest Base Camp Trek (2019) and Annapurna Base Camp Trek (2023).