Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Affiliations
Additional Information
LANGUAGES
Timeline
PROFESSIONAL DESCRIPTION
Generic
Tan Wen Khai

Tan Wen Khai

Gelugor, Penang

Summary

Accomplished Life Insurance Advisor from Great Eastern Life Malaysia, with over 5 years of experience, excels in client needs analysis and customer relationship management. Demonstrated ability to exceed sales targets by leveraging sales strategy development and claim management skills. Renowned for mentoring junior advisors and achieving high client retention through exceptional service.


Overview

9
9
years of professional experience

Work History

Life Insurance Advisor

Great Eastern Life Malaysia Berhad
07.2020 - Current
  • Advise clients on suitable risk management and financial advice to meet their financial goals and protection needs.
  • Conduct comprehensive needs analysis, and create customized insurance plans.
  • Maintain a high client retention rate by providing excellent post-sales support, ongoing policy reviews annually, and information updates.
  • Train and mentor junior advisors, assist in improving their performance, and enhance clients' objection handling skills.
  • Provided empathetic support and advice to clients during the claims process, ensuring a positive experience.

Quality Control Assistant

Apex Grand Success Sdn. Bhd
07.2021 - 10.2021
  • Notified supervisors of production problems and assisted with remediation.
  • Marked items with grade and acceptance or rejection status.
  • Managed documentation for quality assurance activities, ensuring traceability and compliance.
  • Performed regular calibration of laboratory equipment to ensure accuracy in testing outcomes.
  • Negotiated with vendors to improve component quality, resulting in enhanced final product reliability.

Kitchen Steward

Season Thaifood Restaurant Sdn. Bhd
02.2017 - 03.2019
  • Followed all rules and regulations related to safe food handling, preparation and storage.
  • Stored food according to safety procedures, protecting from spoilage and preventing waste.
  • Helped kitchen team priorities and complete high-volume orders in busy restaurant environment.
  • Kept kitchen operations efficient and organized by storing kitchen supplies in designated areas.
  • Managed kitchen cleaning duties to keep all areas and workstations organized, well-stocked and free from hazards.

Education

Diploma in Building Technology

Tunku Abdul Rahman University College
Tanjung Bungah, Pulau Pinang
06.2021

Skills

  • Life Insurance Sales
  • Client Needs Analysis
  • Recommendations and Presentations
  • Customer Relationship Managements
  • Sales Strategy Development
  • Claim Management and Reviews
  • Customer Complaint Resolution
  • Teamwork and Collaboration

Accomplishments

- GE FINAL SPRINT CHALLENGE VIP QUALIFIER 2022
- GE KICK START CHALLENGE QUALIFIER 2023 - 2025
- GI EMERGENCE RECRUITER QUALIFIER 2023

Affiliations

Junior committee members of SJKC Chong Cheng's Management Board (Currently)

Additional Information

- Setting the school's vision, mission, and long-term goals.


LANGUAGES

English - Professional Working Proficiency
Chinese - Full Professional Proficiency
Malay - Full Professional Proficiency
Hokkien - Full Professional Proficiency

Timeline

Quality Control Assistant

Apex Grand Success Sdn. Bhd
07.2021 - 10.2021

Life Insurance Advisor

Great Eastern Life Malaysia Berhad
07.2020 - Current

Kitchen Steward

Season Thaifood Restaurant Sdn. Bhd
02.2017 - 03.2019

Diploma in Building Technology

Tunku Abdul Rahman University College

PROFESSIONAL DESCRIPTION

  • Advise clients on the suitable risk management and financial advise to meet their financial goals and protection needs.
  • Conduct comprehensive needs analysis and create customized insurance plans.
  • Maintain high client retention rate by providing excellent post-sales support, ongoing policy reviews annually and information updates.
  • Train and mentor junior advisors, assist in improving their performance and client's objection handling skills.
  • Achieved monthly sales targets consistently through targeted marketing and excellent client service.

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Tan Wen Khai