SAM CHENG
Summary
Strategic agency development leader with 10+ years in insurance, specializing in MPF, group medical, and business growth. Proven expertise in driving sales performance, agent training, and cross-functional projects. Adept at stakeholder engagement, process optimization, and innovative solution design.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager, Agency Development
CTF Life Insurance Company Limited
02.2025 - Current
- Spearhead agency performance through mission/value alignment, recruitment, and digital tool implementation
- Drive new business growth while ensuring compliance and quality control
- Manage MPF provider partnerships to secure competitive incentives and boost licensee acquisition
- Develop agent training programs for MPF and life insurance cross-selling strategies
- Lead projects:
- IR/OR Approval Matrix Enhancement: Researched competitor practices, proposed risk-controlled solutions
- Client Management Tool Upgrade: Streamlined MPF cross-selling for insurance products - Support Regional Director in KPI achievement and resolve agency appeals
Senior Specialist
Sun Life Hong Kong Limited
06.2021 - 10.2024
- Managed Agency/Broker channel for pension & group medical products (MPF focus)
- Designed sales materials/training programs; hosted 100+ seminars/webinars
- Optimized product competitiveness through market analysis and development recommendations
Account Manager
Principal Investment & Retirement Services Limited
10.2018 - 06.2021
- Promoted pension products via AXA Agency Channel; developed digital sales tools
- Secured corporate clients through end-to-end sales process management
Manager - Wealth Management and Protection
AIA International Limited
04.2015 - 10.2018
- Provided wealth/risk management solutions (Life/General Insurance, MPF, ILAS)
- Trained team members on products/sales techniques; expanded client referrals
Human
Working Holiday – Australia
07.2014 - 01.2015
- enjoyed life and learned to be independent
Product and Process Associate
Standard Chartered Private Bank
08.2013 - 05.2014
- Conducted fund due diligence and regulatory compliance reviews
Education
BBA (Hons) - Accountancy
The Hong Kong Polytechnic University
01.2013
Skills
- Insurance agency oversight
- Sales management expertise
- Proficient in sales training
- Effective project oversight
Certification
Chartered Financial Analyst Institute
- CFA Level 1 Exam (Passed)
Insurance Authority
- Paper I & III APR
Mandatory Provident Fund Schemes Authority
- Mandatory Provident Fund Schemes Examination
Languages
English
Intermediate (B1)
Chinese (Mandarin)
Upper intermediate (B2)
Timeline
Manager, Agency Development
CTF Life Insurance Company Limited
02.2025 - Current
Senior Specialist
Sun Life Hong Kong Limited
06.2021 - 10.2024
Account Manager
Principal Investment & Retirement Services Limited
10.2018 - 06.2021
Manager - Wealth Management and Protection
AIA International Limited
04.2015 - 10.2018
Human
Working Holiday – Australia
07.2014 - 01.2015
Product and Process Associate
Standard Chartered Private Bank
08.2013 - 05.2014
BBA (Hons) - Accountancy
The Hong Kong Polytechnic University
SALARY
- Current Monthly Basic Salary: HKD 50,000
- Expected Monthly Basic Salary: HKD 57,000
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