Personal Profile

1. Manulife Insurance(HK) authorized financial planning consultant (Assistant Business Development Manager)

• Insurance Intermediaries Quality Assurance Scheme License (IIQAS License)
• Mandatory Provident Fund(MPF) Intermediary license
• Investment-link Long Term Insurance Intermediary license
• General Insurance Intermediary license

2. Bachelor of Science (Hon) in Hong Kong University
3. Diploma in Marketing in Hong Kong Institute of Marketing

Working experience

• Over 14 years’ professional experience in sales and customer service
• Served in a global telecommunication equipment vendor(listed company) as Sales Manager for eight years.

Scope of service

• Corporate account: includes Group medical benefit, MPF, General insurance, Key-man insurance, Business insurance
• Individual account: provides comprehensive financial planning service including insurance, medical benefit, investment planning service, education planning, retirement planning

Recent achievement

1. March, 2008   Top Volume Award, Champion            (Shelina Chung District)
2. April, 2008      Top Volume Award, 1st runner-up            (George Lung District)
3. May, 2008      Top Case Award, Champion            (Shelina Chung District)
4. May, 2008      Top Volume Award, Champion        (George Lung District)
5. May, 2008      Top Case Award, Champion            (George Lung District)
6. May, 2008      ITC Case Club Award, 2nd runner-up       (Manulife HK)
7. Aug, 2008       Top Volume Award, 2nd runner-up            (George Lung District)
8. Sept, 2008      ITC Case Club Award, The most outstanding performance award            (George Lung District)
9. Sept, 2008      ITC Case Club Award,312,625 award            (Manulife HK)