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%.
Improved clients’ assets to 920 million as well increased the volume of investment position by 50%. Hit and exceed sales KPIs by 26% yearly.
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
|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|