For displaying an uncanny talent for the business, an unflagging spirit and agility in thought and mind, Ms Melody Yang was named the Rookie Insurance Agent of the Year at the 2nd Asia Trusted Life Agents & Advisers Awards.
Before joining AIA, Ms Yang worked as a treasury supervisor in charge of a corporate entity’s initial public offering (IPO), group financing, and equity and bond offerings. The knowledge acquired from the financial market, combined with the experience in handling customer relations, equipped her with the skill set to best understand a client’s financial needs.
Upon entering the insurance industry, Ms Yang qualified for the Million Dollar Round Table (MDRT) Top of the Table (TOT) in the first six months of her career. In 2016, she qualified for TOT again. Having successfully delivered 200 insurance policies in the whole year, Melody was ranked the 13th Top Financial Planner of the year 2016 across the AIA group.
Although she has only been in the insurance industry for less than two years, Ms Yang was recently promoted to become the New Unit Manager (NUM) as a premier academy leader. She is already on the fast track to the managerial level.
Other than acquiring her Insurance Intermediaries Qualifying Examination (IIQE) professional certifications, she has continued to improve her knowledge base and expertise in personal, property and group medical insurance. Not content to rest on her laurels, Ms Yang also embarked on attaining professional certifications as a Certified Financial Planner (CFP).
Having majored in Information Technology and Management in postgraduate school, Ms Yang is adept at managing and integrating client base with cutting-edge technology. She utilised a custom client management system to identify different levels of clients, with which she screens and categorises clients through data analysis.
The system allows her, for instance, to be alerted when a customer’s policy coverage is maturing, and automatically sends out new promotional product information. At the same time, she also strives to promote AIA’s new product and services via the use of a strategic combination of insurance products and additional benefits.
Apart from the qualifications and skill sets she possesses, social responsibility and public welfare establishments are an important component of Ms Yang’s career. She regularly donates to Smile Angel Foundation, an organisation that helps children born with cleft palates. She also volunteers for the Tung Wah group of hospitals. Ms Yang is determined to give back to society to the best of her capacity, and serve the community that has helped her become the person she is today.
The 2nd Asia Trusted Life Agents & Advisers Awards was organised by Asia Insurance Review with LIMRA as co-organiser, AIA as strategic partner, and Sun Life Financial as sponsor. The truly regional Awards saw winners from seven markets across Asia – China, India, Malaysia, Vietnam, Hong Kong, Thailand and Singapore.
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