Liv A.

Experience

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  Aviva Ltd

  Oct 2003 - Mar 2007

  Financial Planning Consultant, (Bancassurance)

  Attached to DBS Singapore as a Bancassurance Advisor for the banks clientele. My responsibilities included:- Direct sales of Life, Health and Investment Linked Insurance to the Bank Customers; - Supporting the Bank's Relationship Managers in their client servicing with regard to Bancassurance and Financial Planning.In this role, I was chosen by Aviva to participate in its Management Academy - an opportunity given to only a handful of Advisors that were deemed suitable for a management track.I was also consistently a 'Top 10' Advisor in my Bancassurance group by way of Sales and Targets achieved. Show less

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  Manulife (Singapore) Pte. Ltd.

  Apr 2007 - Sept 2008

  Associate Manager

  Promoted from Financial Planner to a management role within the company. My responsibilities included:- End-to-end Insurance Business writing for individual clients according to their financial needs;- Managing the formation of a team of Financial Advisors as per Manulife agency structure.In this role, I achieved both the Chairman's Circle and Million Dollar Round Table (2008) awards over the course of my employment with the firm. I was also Manulife's Top Financial Planner for the month of August 2007. Show less

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  HSBC

  Oct 2008 - Aug 2010

  Financial Advisor

  Recruited by the Insurance arm of the bank as an Advisor for Wealth Planning for their clients. My responsibilities included:- End-to-end Insurance Business writing for individual clients according to their financial needs. The ancillary of this includes Wealth and Legacy planning, regular/ forced savings through investments, and life assurance.

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  Kismet Services

  Apr 2009 - Dec 2015

  Sole Proprietor

  Kismet Services was incepted as a General Insurance Solutions provider to fulfill a niche in General Insurance needs for my existing clientele. The firm has since maintained a core base of repeat business while at the same time enabling me the option to provide holistic servicing for interested customers.Kismet provides brokerage for Business Insurance including:- Retail- Public Liability - Material Loss - Fire - Workmen Injury - Banker's Guarantee- Contract Bonding - Mortgage - Vehicle FleetIt also brokers for Personal General Insurance including:- Personal Accident Claims- Motor - Travel - Valuables Show less

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  AXA

  Sept 2010 - Nov 2013

  Associate Development Manager

  Recruited by AXA to manage a team of Financial Advisors for their agency business. My responsibilities included:- Recruiting, Mentoring and Educating my team members in the End-to-end business writing for the agency;- Organised value-adding events and meeting for my team members to ensure morale, cohesion and to foster team building;- Initiated tie ups with firms and companies to canvass clients and share awareness on the necessities of Insurance. These include roadshows at various malls in Singapore and door to door residential prospecting. Show less

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  Manulife (Singapore) Pte. Ltd.

  Jul 2015 - Jan 2023

  Financial Planner

  Returned to Manulife as a Financial Planner to review my grounding in Life, Health and Investment Linked Insurance. My responsibilities include:- End-to-end Insurance Business writing for individual clients according to their financial needs;- Mentoring new to industry / agency Financial Planners in conduct, regulations and writing business;- Leading and managing the agency Canvassing Team on roadshows and prospecting events.

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  Wasser & Bolden

  Jan 2022 - now

  Advisor