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Lisa Goay

Lisa Goay

Personal Financial Consultant

Followers of Lisa Goay86 followers
location of Lisa GoayWP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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  • Timeline

  • About me

    Senior Manager, Proposition at Zurich Life Insurance Malaysia Bhd

  • Education

    • WOU

      2010 - 2014
      Bachelor of Arts (BA) Psychology

      Graduated in BA Psychology from Wawasan Open University. Online Distance Learning Programme. Recipient of Dean List for Jan 2011 and Jul 2013 Semesters.

    • University of London

      -
      Bachelor of Science (BSc) Economics Second Lower Class Honours

      Graduated with 2nd Lower Class Honours in BSc Economics from University of London External Programme. Majored in Accounting. Studied at HELP Institute, Kuala Lumpur. Received Book Prize for studies in Year 1, 1995.

  • Experience

    • Hong Leong Bank Berhad

      Dec 1999 - Jan 2002
      Personal Financial Consultant

      Provided customer service to walk-in customers at branch and actively marketed Bank's and Group's products and services.

    • AIA Berhad

      Jan 2002 - Jan 2004
      Assistant Manager, Bancassurance

      Provided sales and customer support to strategic bank partner, building and strengthening relationship with bank partner's sales teams. Provided product training and sales coaching, developed sales campaigns and assisted in developing marketing collaterals.

    • RHB Bank Berhad

      Jan 2005 - Oct 2008
      Manager, Wealth Manangement Products

      Propose and implement business startegy, marketing programmes and develop new insurance and unit trust products with partners (insurance and unit trust fund houses) to achieve pre-determined fee income sales targets. Also conducted product training and soft skills to salespeople.

    • Ace Synergy Insurance Berhad

      Oct 2008 - Apr 2010
      Bancassurance Manager

      Identify opportunities with new and potential business partners to distribute products from all lines of business to achieve pre-determined targets. Provided training, sales coaching, sharing of best practice and established a strong relationship with the partner bank.

    • Allianz Life Insurance Malaysia

      Apr 2010 - Oct 2021

      Conceptualizing product design, assessing feasibility of a proposed product in its competitiveness among competitors and administrative aspects. Responsible for implementation of product development process, including operational and system matters.To review marketing collaterals and training materials to ensure it is accurate to product features and regulatory guidelines.Provide sales support to sales intermediaries and to initiate and assist in product related marketing plans. Using various customer insights available, define customer service requirements for sales and operations and monitor performance of service delivery. Develop and monitor sales and non-sales campaigns which supports overall customer strategy and customer engagement.

      • Product Development Manager

        Sept 2015 - Oct 2021

      • Manager, Customer Experience

        Apr 2010 - Aug 2015

    • Tune Protect Re Ltd

      Nov 2021 - Jan 2024
      Senior Manager, Underwriting (Lifestyle)

    • Zurich Life Insurance Malaysia Berhad

      Jan 2024 - now
      Senior Manager

  • Licenses & Certifications

  • Volunteer Experience

    • Volunteered as house builder

      Issued by EPIC Homes
      EPIC HomesAssociated with Lisa Goay