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Alvin Poon

Alvin Poon

Senior Life Planner

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  • Timeline

  • About me

    Associate Director | Transforming Lives | Specialist in Insurance and Retirement Planning | Unlock Your Superhero | MDRT, IDA, ChFC | #retirement #insurance #financialplanning #careergrowth

  • Education

    • Singapore College of Insurance

      -
      Chartered Financial Consultant Insurance, Investments, Estate Planning

    • National University of Singapore

      -
      Bachelor’s Degree Political Science Honours

  • Experience

    • GREAT EASTERN

      Mar 2009 - Dec 2014
      Senior Life Planner

      Financial Advisory and Planning for Fresh Graduates and Working Professionals

    • Great Eastern Financial Advisers Private Limited

      Jan 2015 - now

      Team Builder: Working with a group of dynamic individuals aiming to make a differenceElite Retirement Planning and Legacy Planner: Engineering financial successExperienced Risk Manager: Keeping insurance costs low while offering effective coverage Senior Manager working with a group of highly motivated team members Advisory Work in Retirement Planning, Insurance Planning, and Investment Planning.

      • Associate Director

        Jul 2023 - now

      • Executive Senior Manager

        Jul 2021 - Apr 2024

      • Senior Manager

        Jul 2019 - Jun 2021

      • Senior Executive Financial Advisor

        Jan 2015 - Jun 2019

  • Licenses & Certifications

    • Chartered Financial Consultant (ChFC)

      Singapore College of Insurance
      Dec 2013

  • Honors & Awards

    • Awarded to Alvin Poon
      Million Dollar Round Table Qualifier MDRT 2022년 1월 MDRT Qualifier 2019 MDRT Qualifier 2020MDRT Qualifier 2021MDRT Qualifier 2022MDRT is an international, independent association that represents the world's best financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
    • Awarded to Alvin Poon
      Great Eastern Lifetime Achievers Great Eastern Life 2017년 Great Eastern Life Achievers Club 2009 - 2011Great Eastern Life Achievers Club 2013 - 2021