Kar Chun Andrew Sin
Markham,ON
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
16
16
years of professional experience
Work History
Financial Planning Consultant
Manulife Hong Kong and Macau
Hong Kong
2023.02 - Current
- Negotiated terms of policy with clients to ensure maximum benefit for both parties.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Created reports on sales activities, customer feedback, and other relevant data.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Participated in client meetings concerning their respective qualified retirement plans.
- Attended conferences, seminars related to pension, retirement plan administration topics.
Wealth Management Manager
AIA Hong Kong and Macau
Hong Kong
2008.09 - 2022.12
- Met with division leaders and consultants to discuss strategies to increase sales.
- Sought out new clients and developed clientele by networking to find new customers.
- Collaborated with underwriters to facilitate the approval of applications.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Provided support to departmental managers in the development of project plans and initiatives.
- Assisted in the recruitment process by reviewing resumes and conducting interviews.
- Developed training materials for new hires.
Education
Diploma - Business - Insurance
Seneca College of Applied Arts And Technology
North York, ONMBA - Business
University of Chichester
England 2022-10
Bachelor of Information Technology - Information Technology
Hong Kong University Space CIDP(Monash University)
Hong Kong 2008-06
Skills
- Wealth Management
- Retirement planning
- Client Relationship Development
- Critical Thinking and Analysis
- Hiring and Training
- Staff Management
- Administrative Support
- Team Collaboration
- Relationship Building
- Business Planning
Languages
English
Professional
Cantonese
Native/ Bilingual
Mandarin
Limited
Accomplishments
- MDRT Year 2016, 2017, 2018, 2022, 2024
- Quality Advisor Award QAA Year 2018, 2020, 2021, 2022
Timeline
Financial Planning Consultant
Manulife Hong Kong and Macau
2023.02 - Current
Wealth Management Manager
AIA Hong Kong and Macau
2008.09 - 2022.12
Diploma - Business - Insurance
Seneca College of Applied Arts And Technology
MBA - Business
University of Chichester
Bachelor of Information Technology - Information Technology
Hong Kong University Space CIDP(Monash University)
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