Jonathan Tan Email & Phone Number

As an experienced Financial Services professional, I have a proven track record of success in managing teams, building sales systems, and generating new leads. With expertise in Insurance, Wealth Management, Mortgage Servicing, and Investments, I have a wide range of skills to help clients achieve their financial goals.As a Unit Manager, I recruited, managed, and mentored a team of Financial Consultants while also sourcing and generating new avenues for leads. I supervised and guided consultants to meet KPIs and compliance requirements. In addition, I was able to achieve 1st Runner Up in Regular Premium of SGD$145,852 in 2019, and recruited 5 Financial Consultants while overachieving personal sales quotas.In my role as Financial Services Manager, I set up the business and assisted with the attainment of its license and built sales systems. I also created branding and pipelines for client acquisition and cold-called to hunt for Wealth Management prospects. My skills in Business Planning, Sales, Marketing Strategy, Capital Markets, Account Management, and Customer Relationship Management (CRM) allowed me to achieve great results in this role.As a Financial Services Consultant, I built a substantial client base through excellent customer service and relationship management. I was able to achieve 1st Runner Up in Regular Premium of SGD$145,852 in 2019 and Top Financial Consultant in Single Premium of SGD$807,697 in 2018.My skills in Life Insurance, Universal Life Insurance, Health Insurance, Cold Calling, and Public Relations, combined with my strong work ethic and dedication to achieving results, make me an asset to any organization looking for a skilled and experienced Financial Services professional.

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  Murdoch University

  Business Management