Andy W.
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Andy W. Email & Phone Number

Assistant Manager at Fubon Financial Holdings
Location: Taipei City, Taiwan, Province of China 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Assistant Manager
Location
Taipei City, Taiwan, Province of China
Company size

Who is Andy W.? Overview

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Quick answer

Andy W. is listed as Assistant Manager at Fubon Financial Holdings, a with 1626 employees, based in Taipei City, Taiwan, Province of China. AeroLeads shows a matched LinkedIn profile for Andy W..

Andy W. previously worked as Director Of Sales And Business Development at Luxe Pty Ltd and Agent Supervisor at Ing. Andy W. holds Advanced Diploma, Business, Management, Marketing, And Related Support Services from Gold Coast Business Academy Queensland Australia.

Company email context

Email format at Fubon Financial Holdings

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Fubon Financial Holdings

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Profile bio

About Andy W.

Sales is about people in business, the fundamental process of discovering clients inner needs. What motivates them to make buying decisions and the reason to buy from you. F.Y.C means First Year Commission, as you can see I got a lot of it. Certificates came from various stages of being a financial professional. The secret to this, was to harness economic factors then seize the opportunity!In 2002, interest rate took a historical plunge to lower than 1%, big tax raises were introduced and enacted year by year. Subsequently, high net worth individuals were fleeing from banks and other financial institutions where the government can get their hands on. It’s always rewarding to invest in yourself by learning. I enrolled university courses studied Accounting and Tax Law to expand my knowledge. As I drew up tax credit plans catered to specific clients, the results were dynamite! This strategy bought me a ticket to the high end market and continuing me to reach new heights. Over the years, I was nominated the 7th best sales of the year out of 10,000 agents in 2007 and having been receiving numerous awards annually.Enthusiasm and dedication are the keys to success, but what I truly believe that excels are integrity and loyalty. ACHIEVEMENTSING Annual Quality ClubING Best Annual Sales 48th, 39th, 26th and 7th placed in competitionLife Insurance Management Institute R.O.C, Agent of the yearLIMRA’S International Quality AwardMillion Dollar Round Table (MDRT)IN-SERVICE TRAINING Estate and Gift Tax PlanningThe Securities Regulations and PracticeRetirement PlanningWealth Management WORKSHOPS, SEMINARS, CONFERENCESAsia Pacific Life Insurance CongressTaiwan Wealth Management and planning Development SeminarProfitable Management WorkshopOTHER PROFESSIONAL TRAINING S.P.I.N Selling, Huthwaite

Current workplace

Andy W.'s current company

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Fubon Financial Holdings
Fubon Financial Holdings
Assistant Manager
taipei city, taiwan, taiwan
Website
Employees
1626
AeroLeads page
4 roles

Andy W. work experience

A career timeline built from the work history available for this profile.

Assistant Manager

Current

Taipei City, Taiwan

Exceeding sales target of 2 million NTD in first year commission ranging from insurance, investment products and annuity each year.Tracking records of customer service.Developing marketing strategies for new products.Coaching career agents to improve productivity and sales results.Designing training programs for supervisors to enhance sales leadership and managerial skills.

Sep 2011 - Present

Director Of Sales And Business Development

Luxe Pty Ltd

Brisbane, Australia

The services provided by us is suited for development projects in the Brisbane and GoldCoast region. The marketplace in both regions are currently experiencing significant growth andyielding high returns for investors nationally and abroad. Pricing offered is extremely competitivewith other companies and it differs by offering purchasers / investors the choice of investing inproject, providing a low up-front capital once the purchase has settled. Upon completion of thesettlement period, their equity will increase in proportion to the market growth.Research land and property opportunities and evaluate the feasibility of a project. Overseeing the standard and progress of subcontractors' work. Negotiating with property owners and subcontractors involved in the construction process to ensure projects are completed on time and within budge.

Aug 2015 - Jun 2017

Agent Supervisor

Ing

Taipei City, Taiwan

Interviewing clients to identify their insurance and financial needs.Explaining to clients details of product and conditions, risk coverage, premiums and benefits.Assisting clients to determine the type and level of coverage required.Calculating premiums and establishing method of payment.Reviewing clients' circumstances to ensure that the level and coverage of insurance is still appropriate.Settling and monitoring insurance claims to ensure that both client and insurer are satisfied with the outcome.Recording information about clients and their policies.Identifying and drawing up lists of potential clients from a variety of sources and contacting them to arrange interviews.keeping up-to-date with changes in the finance industry and informing clients of new developments.

Aug 2001 - Oct 2010

Career Agent

Aetna Life Insurance Company

Taipei City, Taiwan

My first real job, besides kitchen hand, bartender, delivery boy...etc and an intern. At the time, private health insurance market was booming because of the National Health Care evoked the awareness to every household in Taiwan. Catching this rising tide, I had successfully developed over 100 client base within the first year of my career ( the average was 13, not to mention those couldn't survive first year of the business ) and got promoted as agent supervisor.

Jan 2000 - Aug 2001
Team & coworkers

Colleagues at Fubon Financial Holdings

Other employees you can reach at fubon.com. View company contacts for 1626 employees →

2 education records

Andy W. education

Advanced Diploma, Business, Management, Marketing, And Related Support Services

Gold Coast Business Academy Queensland Australia

Activities and Societies: Student Union, Student Football Club, Student Hospitality, Event Organizer.

Senior Certificate

Trinity Lutheran College Queensland Australia

Activities and Societies: Rugby and Athletic team, Student Care group, Math, Science, Chemistry, Art Competition. Gold Coast Australia.

FAQ

Frequently asked questions about Andy W.

Quick answers generated from the profile data available on this page.

What company does Andy W. work for?

Andy W. works for Fubon Financial Holdings.

What is Andy W.'s role at Fubon Financial Holdings?

Andy W. is listed as Assistant Manager at Fubon Financial Holdings.

Where is Andy W. based?

Andy W. is based in Taipei City, Taiwan, Province of China while working with Fubon Financial Holdings.

What companies has Andy W. worked for?

Andy W. has worked for Fubon Financial Holdings, Luxe Pty Ltd, Ing, and Aetna Life Insurance Company.

Who are Andy W.'s colleagues at Fubon Financial Holdings?

Andy W.'s colleagues at Fubon Financial Holdings include Tsai Ping Yu, 陳偉智, Allen Kong, 朱琳琳, and Sam Chien.

How can I contact Andy W.?

You can use AeroLeads to view verified contact signals for Andy W. at Fubon Financial Holdings, including work email, phone, and LinkedIn data when available.

What schools did Andy W. attend?

Andy W. holds Advanced Diploma, Business, Management, Marketing, And Related Support Services from Gold Coast Business Academy Queensland Australia.

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