Elwin Tan, AFP, AEPP®

Experience

• 

  Ministry of Education of Singapore

  Jun 2006 - Jul 2007

  General Education Officer
• 

  AIA

  Jul 2007 - Aug 2010

  Associate Agency Manager

  2007Shining Star ClubAIA Top 50 New Financial Services Consultant2008Million Dollar ClubQualified for AIA 12th MIni Convention Osaka2009Million Dollar ClubQualified for 27th Summit Club South Africa ConventionPromoted to Associate Agency Manager

• 

  ERA

  Feb 2010 - Feb 2014

  Marketing Director

  2011-Promoted to Assistant Marketing Manager2012-Promoted to Marketing Manager2013-Promoted to Senior Marketing Manager2013-Promoted to Marketing Director

• 

  Manulife (Singapore) Pte. Ltd.

  Aug 2010 - Mar 2014

  Financial Planner
• 

  CIMB (Singapore)

  Mar 2014 - Aug 2015

  Bancassurance Specialist

  Responsible for four teams of personal bankers Bancassurance sales targets. Supporting the personal bankers in insurance sales by fronting customers together in joint appointments.Training the personal bankers' competency in sales ideas, concepts and product knowledge.Motivate the personal bankers to over achieve their insurance sales targets.Working and building close relationships with external insurance providers to ensure smooth delivery of processes.

• 

  ANZ

  Aug 2015 - Jun 2017

  Insurance Specialist

  FY2016 Q2 Onshore Top Insurance SpecialistFY2017 Q1 Onshore Top Insurance SpecialistPartner Awards2016 ANZ-AIA Top HNW Branch2016 ANZ-AIA Top Retirement Branch2016 ANZ-Manulife Onshore Top UL APEResponsibilities- Accountable for branch insurance target- Support a team of 10 RMs for insurance sales with primary focus on retirement, estate and legacy plans for HNW clients - Conduct trainings and updates for RMs to generate more ideas and keep abreast of regulations and industry developments- Joint appointments with RMs to provide clients with comprehensive insurance solutions- Working with other internal and external stakeholders to ensure smooth end to end delivery of processes Show less

• 

  Bank of China

  Jul 2017 - Feb 2018

  VP, Insurance Specialist

  Prestigious Wealth ManagementTrained all the bankers on HNW propositions

• 

  CIMB Singapore

  Feb 2018 - now

  Principal Lead Sales Director, Bancassurance

  FY2023CIMB CEO Excellence Award Top Bancassurance SpecialistCIMB-Manulife Osaka Convention Top InsuranceSpecialistCIMB-Singlife Amsterdam Convention Top Insurance SpecialistCIMB-Singlife Full Year Top Insurance SpecialistFY2022 CIMB Preferred OnshorePartner AwardsCIMB-MANULIFE Q1 Top Insurance SpecialistCIMB-MANULIFE Q2 Top Insurance SpecialistCIMB-SINGLIFE Full Year APE Top Insurance SpecialistCIMB-SINGLIFE Rome Convention Top Insurance Specialist FY2021 CIMB Preferred OnshoreQ2 CBGS CEO Awards - Best Bancassurance SpecialistQ3 CBGS CEO Awards - Best Bancassurance Specialist Partner Awards 2021CIMB-Manulife 2021 Q2 Top Insurance SpecialistCIMB-Manulife 2021 Q3 Top Insurance SpecialistCIMB-Manulife 2021 Q4 Top Insurance SpecialistCIMB-Singlife Full Year APE Top Insurance SpecialistCIMB-Singlife Convention Top Insurance SpecialistFY2020 CIMB Preferred OnshoreTop Bancassurance SpecialistPartner Awards 2020CIMB-Aviva Convention Top Bancassurance SpecialistAviva Full Year Top Bancassurance Specialist FY2019 CIMB Preferred OnshoreQ2 Top Bancassurance Specialist2019 Top Bancassurance Specialist Partner Awards 20191. CIMB-TMLS Top Insurance Specialist Japan Convention (Double Qualifier)2. CIMB-AVIVA Top Insurance Specialist Bali Convention3. CIMB-NTUC Income Qualified Moscow Convention4. CIMB-NTUC Income Top Insurance Specialist Preferred Onshore5. CIMB-Aviva Top Insurance Specialist FY2018 CIMB Preferred OnshorePartner Awards1. CIMB-NTUC Income Top Onshore Insurance Specialist2. CIMB-TMLS Top Onshore Insurance Specialist Dubai Convention3. CIMB-AIA Top Onshore TeamSignificantly increased team participation in bancaSignificant increase in YOY revenue Show less