Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
May Jing Wan

May Jing Wan

Regional Manager
Kuala Lumpur

Summary

Accomplished at Hong Leong Assurance Berhad, adept in strategic sales planning and team leadership, I spearheaded Bancassurance growth, exceeding targets through innovative market analysis and campaign management. Skilled in CRM, I fostered key business relationships, achieving notable sales performance and team development.

Overview

13
13
years of professional experience
1
1
Certification
2
2
Languages

Work History

Regional Manager

Hong Leong Assurance Berhad
01.2019 - Current
  • Team Leadership and Management: Led and managed a team comprising Area Sales Managers, Team Leaders, and Bancassurance Consultants.
    Monitored team performance, provided feedback, and implemented training programs to enhance skills and knowledge.
    Fostered a positive and motivating work environment, recognizing and rewarding high performance.
  • Sales Strategy and Execution: Developed and executed comprehensive sales plans to achieve targets in regular premium, single premium, and credit life products.
    Conducted market analysis to inform sales strategies and set clear, achievable targets.
    Designed and managed sales campaigns, optimizing various sales channels to maximize reach and effectiveness.
  • Business Relationship Management: Established and nurtured strong business relationships with panel financial institutions.
    Facilitated collaboration and active engagement with partners through regular meetings and joint planning sessions.
    Provided continuous support and resources to partners, ensuring alignment with business objectives and mutual growth.

Area Sales Manager

Hong Leong Assurance Berhad
01.2018 - 12.2018
  • Bancassurance Business Development:Spearheaded the development and expansion of Bancassurance business, aligning strategies with overall company objectives.
    Collaborated with bank partners to identify opportunities for promoting Bancassurance products, resulting in increased market penetration and sales.
  • Bank Branch Engagement:Actively engaged with bank branches to promote and support Bancassurance products, fostering strong relationships with branch managers and staff.
    Implemented targeted marketing initiatives and promotional activities to drive product awareness and adoption at the branch level.
  • Sales Support and Training:Provided comprehensive sales support to bank branches, including product knowledge, sales techniques, and customer engagement strategies.
    Conducted regular training sessions for bank staff, enhancing their ability to effectively sell Bancassurance products and meet customer needs.
  • Joint Sales Initiatives:Coordinated joint sales efforts with bank staff, participating in client meetings and presentations to drive sales conversions.
    Developed and executed joint sales plans, leveraging the strengths of both the bank and insurance teams to maximize sales performance.

Assistant Area Sales Manager

Hong Leong Assurance Berhad
01.2016 - 12.2017


  • Led initiatives to develop and expand the Bancassurance business, aligning strategies with organizational goals.
  • Established strong working relationships with bank branch managers and staff to enhance product promotion.
  • Delivered comprehensive sales support to bank branches, including detailed product information, sales techniques, and best practices.
  • Coordinated and participated in joint sales initiatives with bank staff, enhancing collaboration and achieving higher sales conversions.

Team Leader

Hong Leong Assurance Berhad
03.2015 - 12.2015
  • Team Management: Led and managed a team of sales professionals.
    Monitored team performance, provided regular feedback, and implemented development plans to enhance skills and productivity.
  • Sales Strategy Execution: Developed and executed sales strategies to achieve and exceed sales targets for various products, including regular premium.
    Conducted market analysis to identify trends, opportunities, and competitive landscape, adjusting strategies accordingly.
  • Business Relationship Management: Built and maintained strong relationships with key clients and stakeholders, ensuring high levels of satisfaction and retention.
    Collaborated with financial institutions to develop and implement joint sales initiatives, enhancing product offerings and market reach.
  • Training and Development: Conducted comprehensive training programs for team members, focusing on product knowledge, sales techniques, and customer engagement.
    Organized regular workshops and seminars to keep the team updated on industry trends and best practices.
  • Sales Support and Performance Monitoring: Provided ongoing sales support to the team, including assistance with complex sales processes and customer interactions.

  • Marketing and Promotional Activities: Coordinated with the marketing team to develop and implement promotional campaigns and materials.
    Organized and participated in events, trade shows, and networking opportunities to promote products and services.

Bancassurance Consultant

Hong Leong Assurance Berhad
01.2011 - 02.2015

Bancassurance Business Development:

  • Promoted a range of Bancassurance products to clients through bank branches, contributing to significant sales growth.
  • Identified and leveraged opportunities within bank branches to maximize product promotion and sales.


Personal Sales Achievement:

  • Consistently surpassed personal sales targets for Bancassurance products, demonstrating strong sales acumen and product knowledge.
  • Developed and implemented personalized sales strategies to effectively meet the financial needs and goals of individual clients.


Bank Branch Collaboration:

  • Worked closely with bank branch managers and staff to promote Bancassurance products and maximize sales opportunities.
    Participated in joint sales activities and client seminars, contributing to increased product awareness and customer acquisition.



Education

Bachelor of Arts - International Affairs Management &Business

Universiti Utara Malaysia
Kedah
04.2001 -

Skills

  • Strategic Sales Planning

  • Team Leadership and Development

  • Market Analysis

  • Campaign Management

  • Business Relationship Management

  • Performance Monitoring and Reporting

  • CRM and Sales Tools Proficiency

Certification

Certified Financial Planning CFP

Timeline

Regional Manager

Hong Leong Assurance Berhad
01.2019 - Current

Area Sales Manager

Hong Leong Assurance Berhad
01.2018 - 12.2018

Assistant Area Sales Manager

Hong Leong Assurance Berhad
01.2016 - 12.2017

Team Leader

Hong Leong Assurance Berhad
03.2015 - 12.2015

Certified Financial Planning CFP

07-2014

Bancassurance Consultant

Hong Leong Assurance Berhad
01.2011 - 02.2015

Bachelor of Arts - International Affairs Management &Business

Universiti Utara Malaysia
04.2001 -
May Jing WanRegional Manager