Summary
Overview
Work History
Education
Skills
Timeline
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Tan Chern Hwee (Terrence)

Tan Chern Hwee (Terrence)

Director Of Agency/Business Development
Kuala Lumpur

Summary

I have been working in financial industry (Unit Trust/Insurance) for 8 years since 2015, as Business Development and Director of Agency.


I have spent most of times to study and deal with agencies to grow businesses and develop agencies into next level in term of manpower, productivity & activation.


I enjoy working with agencies and witness their success story, transformation in their career and life. I have work with different level of agencies including low/mid/high as well as life/takaful industry players.


With my passion in insurance/takaful industry, I believe that able to provide valuable experiences and looking self-development in my next career.

Overview

9
9
years of professional experience
3
3
years of post-secondary education
5
5
Languages

Work History

Director of Agency/Agency Business Development

AIA Berhad
10.2018 - Current
  • Monitor and supervise agencies strategies planning/activities in order to achieve agencies and company KPIs. Handling portfolio of more than 90 agencies and 1,200 life planners.
  • Provide immediate solution to agency members including New Business/POS/Products/Training/Claims/Operations and related matters.
  • Participate and support in company/region/branch activities.
  • Give advice and correct mindset to agency members to build and grow their businesses/agencies and to avoid compliance issue/against regulatory guidelines.
  • Motivating agencies to recruit new candidate and build next generation leaders.
  • Build good relationship & engagement with agencies and internal stakeholders.
  • To brainstorm business ideas/strategies with team in order to drive productivity and deliver company KPIs.
  • Plan, execute & organize training/sale/recruitment activities to achieve company target.
  • Monitoring schemed life planner (Elite Lite, Elite Pro, EPL & EPL Pro) for their sales/recruitment performance.
  • In-charge of AIA Capsquare MDRT Workstream related matters.
  • To monitor, support and provide feedbacks to develop more MDRT.

Business Development Executive

PUBLIC MUTUAL BERHAD
03.2015 - 09.2018
  • Result driven on sales and recruitment to achieve company target
  • Implement effective business plans and sales strategies
  • Provide training and workshops to sales team
  • Sales presentation to agency forces and potential prospects (Unit Trust & Insurance)
  • Design and launch campaigns to agencies to achieve target
  • Project handling and report to HQ
  • Well communication with internal and external parties
  • Forecast yearly expenses and budgeting
  • Provide immediate solutions to agencies and clients
  • Develop and expand new market/clients base through consistently conducting indoor/outdoor activities including roadshow, corporate presentation and other public activities
  • Update sales team of the latest company/branch activities and market outlook
  • Ensure sales team to fulfill license renewal requirement
  • Able to coach, motivate and develop sales personnel to become good performers
  • Able to foster right team environment for sales team to share and strive for excellence
  • Good leading skill, presentation skill and convincing power
  • Obtained FIMM and PRS license.

Education

Bachelor of Finance/Accountancy/Banking (ACCOUNTING) - Accounting

HELP University College
Kuala Lumpur
03.2011 - 08.2014

Primary/Secondary School/"O" Level - undefined

CHINESE HIGH SCHOOL

Skills

Microsoft Word 2016

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Timeline

Director of Agency/Agency Business Development

AIA Berhad
10.2018 - Current

Business Development Executive

PUBLIC MUTUAL BERHAD
03.2015 - 09.2018

Bachelor of Finance/Accountancy/Banking (ACCOUNTING) - Accounting

HELP University College
03.2011 - 08.2014

Primary/Secondary School/"O" Level - undefined

CHINESE HIGH SCHOOL

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Tan Chern Hwee (Terrence)Director Of Agency/Business Development