Jay Koo Email & Phone Number

Singapore

Singapore

- Deliver foundational training for new financial consultants, focusing on key areas such as compliance and competency, AIA financial health assessments, prospecting techniques, and fundamental objection handling skills.- Program Manager of the Entrepreneur Power Scheme (EPS), a 2-month training program designed for financial consultants with less than one year of experience. Responsible for delivering training on soft skills, product knowledge, and overseeing sales activity to ensure productivity and growth.- Member of the MDRT Vision Team, dedicated to fostering Motivation, Knowledge, and Skills to promote the MDRT culture and support aspiring financial consultants in achieving their MDRT goals. Collaborate with MDRT, COT, and TOT practitioners to deliver training sessions and organize events aimed at enhancing performance and success.- Trainer In-Charge for program accreditation at IBF Level 1, responsible for aligning our training program with IBF criteria by mapping relevant training, skills, and competencies. Oversee the integration of these standards into the curriculum to ensure compliance and quality.

Singapore

- Conduct induction training for new financial representatives, covering key areas such as insurance products and competency requirements. Additionally, oversee the setup of an e-learning platform, including the creation and publication of e-learning content to promote accessible and continuous learning within the organization.- Responsible for planning and executing company events, including Advisers Awards Night, the company’s anniversary celebration, and overseas convention. Additionally, managed the onboarding process for new candidates by conducting reference checks, CEA clearances, and Questnet screenings.

Bachelor Of Science - Bs, Banking, Corporate, Finance, And Securities Law

Education record