Yvonne Quah
Summary
Accomplished Financial Director at Great Eastern Financial Advisers, adept in team leadership and relationship building, significantly enhancing team collaboration and client trust. Recognized for driving business development and achieving agency growth, I excel in time management and professionalism, leading to prestigious awards and strategic partnerships.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Director
Great Eastern Financial Advisers
01.2019 - 09.2022
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Cultivated a positive work environment that fostered agency's engagement, increased retention rates, and boosted overall team morale.
- Formed strategic partnerships and connected with potential clients to drive business development.
- Ensured compliance with all regulatory requirements by staying up-to-date on changes in legislation affecting the insurance industry.
- Met with team members to resolve difficult situations related to performance and conflict management.
- Achieved Top New Director award with hat-trick agency achievement growth and recognized as Senior Director.
Financial Assistant Director
Great Eastern Financial Advisers
01.2018 - 12.2018
- Developed detailed plans based on broad guidance and direction.
- Oversaw the recruitment, onboarding and mentoring process for financial consultants and managers to achieve their goals and self-growth.
- Established team priorities, maintained sales activities and monitored performance.
- Resolved conflicts professionally, employing conflict management techniques that helped maintain a harmonious working environment.
- Achieved Top New Manager award.
Financial Manager
Great Eastern Financial Advisers
01.2016 - 12.2017
- Skilled at working independently and collaboratively in a team environment.
- Enhanced customer satisfaction by addressing and resolving complaints promptly and professionally.
- Assisted agency director with training and development of team members.
- Managed and working with a team of insurance agents, providing training and support to maximize sales performance and customer service quality.
- Oversaw day-to-day operations of the insurance department, making strategic decisions with agency director regarding recruitment, sales activities and agency growth opportunities.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers/team members.
Financial Consultant
Great Eastern Life Assurance Co.Ltd
08.2010 - 12.2015
- Self-motivated, with a strong sense of personal responsibility.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Updated clients on changes in policies and other regulations affecting their portfolio.
- Passionate about learning and committed to continual improvement.
Executive (Contract Staff)
Singapore Land Authority
08.2009 - 07.2010
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed assigned portfolio of tenancies/licenses for the optimal use of State land.
- Established inspections at onsite to meet regulatory requirements from all relevant authorities.
- Completed comprehensive inspection reports, clearly outlining findings and suggested recovery actions if any
Retail Sales Associate
Nespresso
06.2008 - 07.2009
- Greeted customers and helped with product questions, selections, and purchases.
- Performed demonstration of coffee machines and explained the various types of coffee flavours.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Developed strong rapport with customers and created positive impression of business.
- Engaged in friendly conversation with customer to better uncover individual needs.
Retail Sales Associate
Baleno Kingdom Pte Ltd
01.2006 - 05.2008
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Strengthened communication skills through regular interactions with others.
- Collaborated with team members to achieve monthly sales goals and exceed customer expectations.
- Assisted in inventory management, ensuring adequate stock levels and timely replenishment of popular items.
- Boosted sales through effective cross-selling and upselling of complementary fashion items.
- Operated cash registers, receiving and processing both cash and card payments.
- Maintained an organized and visually appealing store environment, promoting a positive shopping experience for customers.
- Volunteered for extra shifts during holidays and other busy periods.
Education
Diploma - CIDESCO Beauty Therapy Diploma International
Aesthetics International Academy Pte Ltd
Singapore11.2024
Diploma - Integrated Facility Design & Management
Temasek Polytechnic Singapore
Singapore05.2009
GCE 'O' Level -
Manjusri Secondary School
Singapore12.2005
Skills
- Time Management
- Teamwork and Collaboration
- Relationship Building
- Verbal/written communication
- Professionalism and Ethics
- Team Leadership
- Positive Attitude
- Staff Training and Development
- Customer Engagement
- Sales and Upselling
Certification
- Completed Year 2019, Financial Services Managers Association - Agency Management Training Course (IBF Level 3)
- Completed Year 2018, Singapore College of Insurance - qualified Chartered Financial Consultant Singapore
- Completed Year 2010, National University of Singapore - Real Estate Fundamentals for Professional
Timeline
Financial Director
Great Eastern Financial Advisers
01.2019 - 09.2022
Financial Assistant Director
Great Eastern Financial Advisers
01.2018 - 12.2018
Financial Manager
Great Eastern Financial Advisers
01.2016 - 12.2017
Financial Consultant
Great Eastern Life Assurance Co.Ltd
08.2010 - 12.2015
Executive (Contract Staff)
Singapore Land Authority
08.2009 - 07.2010
Retail Sales Associate
Nespresso
06.2008 - 07.2009
Retail Sales Associate
Baleno Kingdom Pte Ltd
01.2006 - 05.2008
Diploma - CIDESCO Beauty Therapy Diploma International
Aesthetics International Academy Pte Ltd
Diploma - Integrated Facility Design & Management
Temasek Polytechnic Singapore
GCE 'O' Level -
Manjusri Secondary School
- Completed Year 2019, Financial Services Managers Association - Agency Management Training Course (IBF Level 3)
- Completed Year 2018, Singapore College of Insurance - qualified Chartered Financial Consultant Singapore
- Completed Year 2010, National University of Singapore - Real Estate Fundamentals for Professional
Similar Profiles
Lynnette TanLynnette Tan
Associate Director at Great Eastern Financial AdvisersAssociate Director at Great Eastern Financial Advisers
RUI LIANG KOHRUI LIANG KOH
Senior Financial Services Representative at Great Eastern Financial AdvisersSenior Financial Services Representative at Great Eastern Financial Advisers
Ivan CheeIvan Chee
Senior Director, Financial Services at Great Eastern Financial Advisers Pte LtdSenior Director, Financial Services at Great Eastern Financial Advisers Pte Ltd