Hồ sơ chuyên gia
• Current: Agent
AIA Vietnam Assurance Private Ltd
AD Exchange Team – S.Manager – Agency Development
- Responsibility in Exchange 3 with Sales and Training (Always archive at least 90% target in recruit, issue policies, active agent)
• Manage and support Leaders to implement sales plan to meet the target (including set up recruitment plan, COP schedule and welcome new agents, prepare sale report, motivate inactive agents, investigate and solve the problems related to DC...)
• Training new agents on sales cycles, inactive agents on handling objectives and Leaders on leadership and monitoring
• Recruit and support agency force to expand and push sales activities.
• Together with agency leaders’ to set up monthly, quarterly and yearly recruitment plan as well as support agency leaders’ in interviewing and make COP schedule, welcome new agents.
• Support agency leaders to motivate agents in daily operation to meet sales target.
• with others in organizing sales related events, contests, etc.
• Propose contest plans monthly and quarterly to superior for approval.
• Together with Agency Compliance to investigate and solve the problems related to Agency Compliance.
• As a Project Manager, set up Exchange office from the beginning from Aug 2014-Dec 2014 to run as now.
1. Nov 2011 – Jul 2013: DTD South 1 Team – Senior Trainer – Agency Development – Prudential VN and AD South 1 team – Supervisor – Agency Development
Major Responsibilities in DTD Team: Training for Agency Classes. Managing all matters relating to all classes and agency activities.
Major Responsibilities in AD Team: Responsibility in 2 General Agency with Sales and Training (Always archive at least 90% target in recruit, issue policies, active agent)
2. March 2010 – Otc 2011: Manulife Vietnam Life Insurance Co.Ltd
Micro Insurance Dept- SR - Senior Sales Representative
Major Responsibilities: Working in Southern as Tien Giang, Ben Tre, Dong Thap, Da Nang, Binh Thuan. Senior Sales Representative position and report to Regional Sales Manager.
• Ensure sales target for each business partner are met and exceed.
• Arrange, prepare and follow up logistic things before/while/after client seminars (both training seminar for Union women leaders form District to Province level and conducting client seminar at each Ward/ Commune/ Town).
• SR Supervisor:
- Make sure the clients queries received by collectors are settled properly.
- Contact with agent/BAM ( related to policy served by agent with admin message).
- Investigate complaints about collector service within the service time and take necessary action for improvement, review and update the procedures/work flows/regulations to be effective and efficient for the daily operation.
- Closely supervise collectors to provide support as well as to analyze factors affecting collector performance.
- Discuss and guide the collectors with low productivity how to improve it during daily review of productivity, with Senior Manager recruiting/training new collectors to maintain sufficient collector to service to clients.
- Run and settle report related to collector daily,check daily report of collector.
- Make sure administration matters such as training, recruitment, termination,… are carried out in accordance with the rules & regulations included all documents be kept properly for reference and as per auditing requirements
• Conduct training/client seminars.
2. Nov 2009 – Fer 2010: Bancasurance – AIA Life Insurance Vietnam Co.,Ltd
Bancasurance Dept – Financial Advisor
3. Sep 2008 – Otc 2009: Village Compound Manager - Tien Phuoc Co.,Ltd
• Make sure all Village Compound on progress with old and new Tenant, lease contract, workflow, service standards and facilities qualities are satisfactorily met.
- Bachelor’s degree
- Banking and Finance Professionals Certificate
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