Summary

- Experience more than 5 years in insurance/bancassurance industry - Professional Certification of Qualified Wealth Planner by IAFP Global

Honor and Awards

- 5x Qualifier of ABDM Privileges Club of the Month  (June 2011, July 2011, August 2011, September 2011, November 2011) - 5x Qualifier of ABDM G-Club Contest Hong Kong 2011  (June 2011, July 2011, August 2011, September 2011, November 2011) - Winner of ABDM G-Club Contest Hong Kong 2011 - Winner of ABDM Annual Trip Contest Europe 2011 - The Best ABDM on ANP, Region 4, Semester 2, 2011 - The Best ABDM on FYP, Region 4, Semester 2, 2011 - 2x Winner of ABDM B-Monthly Contest 2012  (January – February 2012, March – April 2012)

Objective

Became a best financial planner, who works with a heart to give.

Position in insurance/business planning with a major financial/insurance institution.Affording an opportunity for advancement based on achievement,

Work History

Work History
Jul 2012 - Present

ASM/Sales Coach

PT Allianz Life Indonesia

Responsible to corporate sales objectives by distributing Insurance Products from Allianz Life Indonesia through Bancassurance Partnership. Actively guiding Insurance Advisor of Allianz Life Indonesia to collaborate with Regional Sales Team of Bank Ekonomi Raharja (15 Branches in East Java and 5 Branches in Central Java Area). Transferring knowledge and ensure every business-processes run in accordance with the standards of the companies (Allianz and BER), so both parties could achieve the sales target.

May 2011 - Jun 2012

Area Bancassurance Development Manager

Allianz Life Indonesia

Responsible to corporate sales objectives by distributing Insurance Products from Allianz Life Indonesia through Bancassurance Partnership. Actively guiding Financial Specialist of Allianz Life Indonesia to collaborate with Regional Sales Team of Bank Danamon Indonesia (19 Branches for Retail Division dan 12 Branches for SMEC Division). Transferring knowledge and ensure every business-processes run in accordance with the standards of the companies (Allianz and Danamon), so both parties could achieve the sales target.

Aug 2010 - May 2011

Sales Executive Manager

Panin Life

Affiliated with the sales team of agency distribution channels. Responsible for selling unit-linked insurance products to individual customers, recruiting new agents to develop a sales team and provide training on basic knowledge of insurance to a new agent.

Jul 2009 - Jul 2010

Bancassurance Specialist

Panin Life

Responsible for distributing unit-linked insurance products through bancassurance channels. Collaborate with staff of the bank in selling insurance products. Provide after-sales service to customers.

Aug 2007 - Oct 2009

Recruitment Manager

AXA Financial Indonesia

Joined the team of recruitment consultants AXA Financial Indonesia, who is responsible for recruiting new agents and train them to become a qualified agent. Ensuring each agency can meet the six standards for qualification of AXA Financial Indonesia.

Jan 2007 - Jul 2007

Financial Consultant

Prudential Life Assurance

Joined the sales team of Prudential Life Assurance, who is responsible for selling unit-link insurance product.

Education

Education
2002 - 2008

Degree

Universitas Katholik Widya Mandala

Certifications

Certifications
2011 - 2013

AAJI Unit Link Certification

AAJI
2011 - 2013

Qualified Wealth Planner (QWP ™)

IAFP Global

References

References

Peppy Roslita

Susan is a hard worker with strong willingness to achieve her target/aim.