Lincoln University (NZ)

Anglo-Chinese Junior College

Head of Partnerships and Marketing

Singapore

StarMed Specialist Centre

- Lead our Global Individual Health Solutions Sales Team in the relationships with the senior management of our major insurance company partners, brokers and IFAs.- In-charge of all sales, marketing and business development matters in the distribution of our Global Individual Health Solutions proposition to the affluent, high net worth and expatriate customers of our distribution intermediaries.- Responsible for the development and implementation of sales and marketing strategies to achieve sales objectives with all our distribution partners.- Lead person in the product development of our Individual Health Solutions proposition to deepen our penetration in the health solutions segment, whilst maintaining our lead position in the market.- Responsible for the development of training curriculum and the conduct of continuous training to the sales force of our distribution partners, to empower and enhance knowledge and skills for the advisers to sell our solutions effectively.

Cigna

Team Lead, Sales Distribution - Individual Health Solution

- Management of relationships with our major insurance partners.- In-charge of all business development matters in the distribution of our Global Individual Private Medical Insurance plans to the affluent and high net worth customers of the partnerships. - Responsible for the development and implementation of sales and marketing strategies to achieve sales objectives with our partners.- Development of training curriculum and the conduct of training sessions to the sales force of our insurance partners.

Business Development Manager, Partnerships Distribution

- Responsible for all sales and distribution matters in the bancassurance channel. - Developed and supported the sales capability and productivity of the insurance specialists of the bank via continuous training, knowledge development and marketing strategies.- Designed and implemented customer campaigns to achieve monthly sales objectives of the distribution channel.- Conducted insurance seminars for the bank's customers. - Work with underwriters to process cases for quick issuance of business.

HSBC

VP, Distribution Development & Support at HSBC Insurance (S) Pte Ltd

- Responsible for all compliance, risk and regulatory matters, and their communication to bank partners - Implemented the Complaint Sanctions Matrix for our bank partner in January 2015, which successfully reduced market conduct complaints by 39% that year- Enhanced monitoring measures for sales representatives with fit & proper and conflicts of interest issues- Co-spearheaded the Secondment project, where our sales representatives are seconded to the bank, creating a hybrid distribution model with our bank partner. Responsible for all documentation of the project, and worked closely with all stakeholders in the negotiation of the Secondment Contract with our bank partner.

Prudential Assurance Company Singapore

Associate Vice President, Head of Governance, Partnerships Distribution

- Responsible for all agency manpower matters; developed and implemented recruitment strategies and financing schemes- Supported agency leaders with recruitment seminars and career fairs- Experienced in the negotiation process with migrant agency groups, design of migrant packages, and induction process- Successfully developed and launched the Salaried Programme for Overseas Talent scheme, where foreigners are contracted as sales representatives into agency distribution channel.

Associate Vice President, Recruitment & Marketing Centre, Agency Distribution

- Responsible for leading and managing a cluster of up to 60 agency units to achieve sales and recruitment targets- Conceptualized, launched and managed sales and recruitment incentive projects to create excitement, including organizing roadshows to boost momentum. Successfully managed several company-wide incentive schemes to achieve KPIs- Forged strong relationships with the sales force and drove day- to- day agency sales and recruitment activities to achieve targets.

Senior Business Development Manager, Agency Distribution

- Responsible for crafting and launching the Agency Leaders’ Long Term Incentive scheme, the Million Dollar Agency scheme, Business Allowance Scheme for Master Financial Consultants (MFCs), Introduction of Master FC Rank and the Awards & Incentives/Appointment Standards 2011/2012- In charge of rallying the agency force via weekly email motivational messages and production tracker during the last quarter of 2010 to achieve company sales target.

Senior Projects Manager

- Managed and coached a team of up to 15 financial consultants- Achieved multiple personal sales awards and developed an agency unit with 70% award winners.

Jeffrey Lee