Senior Sales Support

Highly-motivated sales professional with 5+ years of experience in providing personal or enterprise clients in financial guidance lead generation, sales presentations, effective liaising. 
Quota-surpassing sales with a consistent record of converting sales prospects into loyal, satisfied clients and building a network of referrals to increase sales.

1. Aegis custody: 
Create workflow of KYC, customer support, and the process related to customer experience. 
Shorten the process time from 2 weeks to 3 days, increasing the speed by 70%.
2. CTBC: 
Improved clients’ assets to 920 million as well increased the volume of investment position by 50%. Hit and exceed sales KPIs by 26% yearly.
3. Fubon: 
Assisted and mentored financial sales services process of a team composed by 10+ rookie salesman. 
Awarded rookie salesman of the year in 2018, 3 times MDRT(ranked within top 2% salesman of the world, 2018- 2020). 
Being promoted to manager in the shortest possible time.

Currently looking for managerial positions in sales and operations.

Experiece: 6 months

Yearly salary: $60,000

Hourly rate: $25

Nationality: 🇹🇼 Taiwan

Residency: 🇹🇼 Taiwan


Period Title Company
2022 - 2022 Business Development Representativet Aegis custody
2022 - 2023 Senior Sales Support Aegis custody
2021 - 2022 Financial Advisor CTBC Financial Holding
2017 - 2021 Sales Manager Fubon Financial Holding
2017 - 2017 Sales Fubon Financial Holding