• Professional sales executive with over 5 years of experience in managing and supporting sales of insurance products and services.
• Outstanding success in growing revenues for organisation through effective leads generation and training junior financial consultants. Able to exceed sales targets up to 150% within 12 months
• Excellent understanding of industry trends, product specifications, and clients’ needs. Proven ability to customise product offerings to match clients’ lifestyle and requirements
• Strong organisational skills with ability to meet deadlines and communicate with key stakeholders. Excellent interpersonal and communication skills

• Provide sales support to 25 financial advisors on matters relating to sales strategies, leads generation, new product features, mentorship, and claims processing [The opening line captures all the reader needs to know about the role as it speaks about the size of the team and the primary responsibilities of the candidate.]
• Oversee and direct telemarketing team of 20 staff in generating sales scripts and acquiring leads. Constantly optimise sales pitches to maximise sales leads [Speak about sales strategies used to close insurance sales.]
• Work closely with Business Development Managers and underwriters to resolve issues with insurance policy approvals and claims. Assist financial consultants in resolving clients’ concerns [Because insurance account management typically involves issues with policies and claims, it would help if you can talk about your experience in resolving clients’ concerns and handling problems.]
• Responsible for studying new products and policy changes. Ensure accurate dissemination of information to Financial Consultants and compliance with new policies at all levels
• Formulate and execute training and mentorship programs for newly hired consultants. Design effective curriculum which balances soft sales skills and hard knowledge on products and services
• Recruit consultants through cold calling and referrals. Conduct pre-screening, interviews, and tests to potential candidates [While recruitment, training, and development may not be directly part of insurance sales, talking about your experience on these demonstrate management skills.]

• Consistently exceeded all quarterly sales targets; hit 150% of target over 1-year period [Cite quantifiable metrics to support your achievements. Do, however, be aware of your company confidentiality clause.]
• Successfully hired 12 new financial consultants who have been instrumental in bringing in over SGD 1.5mil in sales within 6 months [The more data you can present, the better.]
• Received “Service Excellence Award” for 3 consecutive years for outstanding performance [Don’t be afraid to mentions awards you’ve received.]

• Responsible for sales of various financial products to retail customers of ANZ Singapore. Offered financial products including investment instruments, unit trusts, loans, referral of insurance products, and credit cards. [Simple, clear overview of the job you previously done. Notice also how the remaining bullet points are shorter. No need to go into deep detail about previous workscopes.]
• Managed and strengthened relationships with clients. Understood individual needs and requirements and tailored suggestions to grow wealth using broad range of investment instruments and acquire credit loans
• Ensured clients met all compliance requirements for various products. Conducted thorough background checks as per AML and loan salary requirements
• Consistently delivered excellent customer service to grow client base and improve service offering

• Pivotal in increasing sales of products by 20% YOY through increasing number of potential clients in database and better tailoring of marketing collaterals to suit client preferences

• Bachelor’s of Social Science, Major in Economics and Finance, Singapore University | 2009
• Diploma in Business Studies, Hang Seng School of Commerce | 2005

• Technical Skills: MS Office Suit and QuickBooks
• Languages: Fluent in English, Bahasa Melayu and Mandarin
• Availability: Immediately

References available upon request