Jeremy Teo Email & Phone Number

Singapore

Singapore

Singapore, Singapore

-Double MDRT 2022-Qualifier for Finexis Conference 2023-Qualifier for AIA FA Switzerland Convention 2023-Qualifier for Manulife Las Vegas International Conference 2023-Qualifier for Singlife FA Athens-Mykonos Convention 2023

Singapore, Singapore

-Third Runner Up for June 2019-Qualifier for South Korea Convention 2019-Qualifier for Egypt Convention 2020

Singapore

Advising on the different types of mortgage packages across the 16 financial institutions and securing the right amount of mortgage loan for customers• Structuring the mortgage loans maximize customers’ wealth from existing properties• Guiding customer throughout the whole loan application to completion of the purchase of the property• Consistent $10,000,000 sales for consecutive six months (Nov 2017-Apr 2018) • Brokered $84,000,000 mortgage deals in the short time span of one year

Singapore

• Advising on Investment Products(Collective investment schemes), Structured Deposits, Marketing Collective Investment Scheme and Insurance Products• Building relationship with customer from different walks of life• Analyzed customer financial profile to identify their financial needs and recommending suitable products suitable to their risk profile• Achieved $84,000 APE in April 2016, $72,000 APE in May 2016, $294,000 APE in June 2016• Ranked 1st in Maybank Second Quarter(April-June)

• Specialized in dealing and selling insurance products• Building relationship with customer from different walks of life• Analyzed customer financial profile to identify their financial needs and recommending suitable products suitable to their risk profile• Achieved $104,000 APE in May 2015, $153,000 APE in June 2015• Ranked 2nd In Maybank (July 2015) - $286,000 APE• Ranked 2nd in Maybank (Aug 2015) - $235,000 APE• Ranked 2nd in Maybank in Third Quarter Sales Challenge - $629,000• Achieved $227,000 APE in October• Achieved $128,000 APE in November• Achieved $192,000 APE in December• Secured a total of $1.43Million Regular Premium in Financial Year 2015• Qualifier for South Africa Cape Town Convention Trip 2016• Achieved $439,000 APE in January 2016• Achieved $170,000 APE in February 2016• Achieved $530,000 APE in March 2016• Possess CMFAS Certification(M5,M9,M9A,HI)

• Specialized in dealing and selling insurance products• Building relationship with customer from different walks of life• Analyzed customer financial profile to identify their financial needs and recommending suitable products suitable to their risk profile• Ranked 2nd position with 45k Revenue points in the region in April 2014• CBG Aviva Brilliant Star Award-Challenger Award(Most ImprovedBancassurance Specialist) • Secured $500k of Regular Premium and $5.7 Million Single Premium in year 2014• Possess CMFAS Certification(M5,M9,M9A,HI)

Singapore

• Compiled and analyzed confidential data for all new initiatives(e.g., Closing of AUM accounts < S$2M)• Error reporting of operational risk on non-market and market errors• Gatekeeper for ‘Game Change’ Program to optimize operational efficiency and feasibility assessment of the suggestions• In-charged of Regional & International KPI(Key Performance Indicator) dashboard for stakeholders in Asia Pacific, Middle East, Japan and India• Awarded Silver Certification for contribution to the team

Singapore

• Selected as the leader of the consulting group the worked with a Small and Medium Enterprise in the car rental industry. The client consulted the team to ascertain business and marketing research to secure a bigger share of the market. • The student consultants conducted marketing research on their current customer base, analysed these and proposed recommendations on the marketing programmes for the clients' new product launch and business model.

Singapore

• Consolidated essential documents and worked alongside with auditors for annual external audit Developed and implemented a system that simplified the invoicing process• Generated invoices and ensured timely update of accounting data• Successfully sourced for 7 new corporate clients for the company

Singapore

• Cultivated values of discipline, commitment, and initiative-taking; honed decision making and people management skills • Trained soldiers and led them out for missions, ensured the maintenance/accountability of stores and equipment brought out to the field• Commended for being the best commander in reservist training 2011,2012,2014,2018

Business Management, Finance

Activities and Societies: SMU Business Committee UniVantage (Operation Director), Head Facilitator( SMU Biggest OCIP Camp, Sponsorship.

A-Level

Activities and Societies: Judo Club(Bronze Medal)

O-Level

Activities and Societies: Track and Field(Silver Medal) , Volleyball , Table Tennis