Ray Hsiao

Experience

• 

  ING

  Sept 2001 - Aug 2008

  Sales Agent

  1. Sales on life insurance, property insurance, mutual fund, investment products.2. Provide service and products to more than 400 clients.3. Recruit, train and coach 6 new agents on boarding.

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  Galaxy Securities Investment Consulting Enterprise

  Apr 2009 - Oct 2009

  Senior Specialist

  1. Sell mutual funds directly on Electronic Commerce.2. Provide service and investment portfolio suggestion to approximately 150 clients.3. Lecture in product seminar.

• 

  China Life Insurance Co., Ltd.

  Sept 2010 - Mar 2015

  Senior supervisor

  1. Manage a team of 4 trainers to complete tasks most as below:2. Design and deliver the curriculums in new product training, products knowledge, ILP selling skill, Financial planning, recruitment skill.3. Design and deliver the session for training the trainer.4. Conduct workshops to motivate agents and agency leaders, such as Power of Change and Team Building.5. Conduct training sessions and material for licenses examination.6. Manage training project cooperated with external resources like venders or fund houses.7. Organize training or product events for agents or clients.8. Edit training materials such as videos, newsletters, posters, iBooks…etc.9. Manage Project as a PM(ex. Build up e-learning system, training materials on APP)10. Manage the E-learning, LMS and Mobile Application Systems. Show less

• 

  AIA

  Mar 2015 - Mar 2016

  Assistant Manager

  1. Plan the Recruitment Process.2. Conduct the training roadmap and curriculums for agency leader.3. Roll out the PAQ (Premier Agency Questionnaire) system for recruitment test.4. Develop Recruitment Tool on the mobile device.5. Deliver the curriculums Sales Builder and Business Builder.

• 

  AIA Hong Kong and Macau

  May 2017 - Sept 2020

  1. Plan Agency Leaders Training in Putonghua.2. Conduct Putonghua training course as Co-Trainer, topics including Recruiting and Selection, Supervision and Management, Medical Product...etc.3. MC and moderator in MCV Forum and Great China COP.4. Project lead for GAMA ELM, GAMA MATT, Next-Gen Training & Agency Secretary Training.5. Develop training materials i.e. poster, workbook, video, Kahoot exam and online survey.6. Data statistic and analysis for insights and enhancement

  • Assistant Training Manager

    Mar 2019 - Sept 2020

  • Senior Training Associate

    May 2017 - Feb 2019
• 

  China Taiping Life Insurance (Hong Kong) Company Limited

  Oct 2020 - now

  Training Manager

  1. Establish agency manager training road map.2. Design and deliver agency manager training including new manager to senior manager.3. Develop training materials & tools.