
ChonFai Kwan
Copywriter who turns complex financial and technical ideas into sales
Kompetenzen

Meine Dienstleistungen

Arbeitserfahrung
Unit Manager
Great Eastern • Vollzeit
Dec 2013 - Present • 12 yrs 7 mos
Managed and grew a team of financial planners, achieving consistent sales targets and recognition within the company. Successfully advised and supported over 500 clients with tailored financial planning, risk management, and insurance claims. Promoted to Unit Manager for outstanding performance and leadership in client service and team development. Developed and executed sales strategies, handled full-cycle sales processes, and maintained high customer retention. Delivered regular financial wellness seminars and workshops to clients, enhancing brand trust and visibility. Adapted to regulatory and technological shifts, maintaining competitiveness in a rapidly changing industry