Edward Dai Email & Phone Number

Macao Sar

• To oversee Prudential Macau Branch operation.• To drive business growth, initially in the agency distribution channel. The aspiration is to develop the Company’s multi-channel distribution capabilities.• To manage regulatory and industry relations.• To build the Company’s community profile and to enhance the Company’s brand recognition.

Hong Kong Sar

• As the deputy to manage the overall operation of the Macau branch, with focus initially on Agency Administration function.• Support in the development and execution of agency strategies to achieve financial and strategic KPIs in the Macau market.• Develop and drive strategies and action plans for agency development, agency management training and professional development of agents in order to maintain the competitiveness of our agency force.• Ensure adherence to regulatory and internal risk requirements.

Hong Kong Sar

• Develop and execute strategic business plan to achieve business ambitions• Develop and execute strategic agent segmentation plan to improve the agency activity and productivity• Develop and execute strategic recruitment plan to drive new recruit, enhance recruiters’ activity, and improve rookies performance

Hong Kong Sar

1. Develop and implement the strategic MDRT plan across the region2. Develop and implement the strategic agency segmentation plan to enhance business units’ productivity and efficiency3. Uplift agency performance by integrating new apps (Pulse) and technology (e-training platform and agency e-briefcase) to the business model4. Provide consultancy services to developing countries

Hong Kong Sar

1. Develop and execute strategic MDRT plan. I have led the company to achieve the no.1 position in MDRT no. and MDRT % (From 639 to 4,142).2. Develop and execute strategic agency incentive plan. Through effective agency segmentation strategy, all the segment’s KPI improved. 3. Develop and execute the strategic recruitment plan. I have led the company to develop the IANG segment started at 2015, and became the market leader in this segment. The agency force also expanded from 6,000 to 24,000.

Hong Kong Sar

1. Develop strategic sales & promotional plan to enhance agency activity and productivity2. Develop privilege programs to top producers and agency leaders3. Design and implement strategic sales incentive schemes to reward and retain producing agents and leaders4. Develop effective communication platform among agents, leaders and company

Hong Kong Sar

1. Promote wealth management product to agency which include direct funds, variable annuity and unit linked products2. Conduct agency visit, workshops, organise investment seminar and provide joint call services to agency3. Conduct foundation financial planning classes to new agents4. Conduct weekly investment market update to agency

Hong Kong Sar

1. Design strategic lead management plan to various channels to achieve business target2. Design channel specific campaigns and segmented customer campaigns to boost sales3. Develop strategic alliance to ensure steady leads supply to channels

Hong Kong Sar

1. Develop franchisee through industry recruit2. Assist franchisee to develop and execute business plan3. Conduct weekly investment market update4. Visit franchisee regularly to cater their needs and provide requested support

Hong Kong Sar

1. Assist the General Manager to develop the Bancassurance and IFA channel during the company setup stage2. Manage the relationship with DBS Bank and key IFAs3. Conduct comprehensive financial planning training to DBS’s insurance sales4. Conduct product training and operation flow briefing to IFAs5. Lead the New Business and Policyowner Services Team to provide prompt and accurate services to partners and end customers