Tim Choi Wing Lun

• To design and revamp the training curriculum for experienced agents and agency managers with materials to meet the AXA culture and business goal.
• To ensure all programs are designed and developed with learning objectives, defined content, selecting instructional modes and media, and sequencing activities.
• Improved agents retention rates by creating engaging and interactive learning materials.
• To develop and deliver the agency leader's training programs and initiatives in different aspects such as recruitment, retention, business driven projects, business operation and agency management.
• To ensure the training content & training methodologies are updated and maintain high quality.
• To ensure all training programs are fully complied with company guidelines and regulatory requirements.
• To coach and monitor team performance and development.
  To monitor and measure the training effectiveness of various training projects.
• To maintain & update training tracking reports.
• Evaluated the effectiveness of training programs using various assessment tools, providing valuable feedback for continuous improvement initiatives.
• To ensure all team budget are fully utilized and effectively monitored.
• To take a leading role in developing training projects and delivering desired business results.
• Collaborated with cross-functional teams to develop customized training solutions, ensuring alignment with organizational goals and objectives.
• Collaborated with other departments to align training programs with organizational goals and objectives.
  
  Accomplishment:
  Achieved record-high agency channel sales in April and May 2024, resulting in a market-leading third-place ranking for agency channel sales volume in the first half of 2024.
  Developed and implemented advanced new agent training courses (AXA Prime Blue), generating 1.8 million in premium sales.
  Restructured and delivered Agency Leaders training.
  Trained 3 full-time associates to conduct training courses.
  Supported agents in achieving the 56th DSA award, with 2 achieving top 5 rankings. Additionally, mentored 4 new trainers to receive outstanding awards and 1 experienced trainer to achieve a distinguished award from HKMA.
  Led a team of five members, overseeing both agency leader training and advanced new agent training.

• Responsible for design, delivery, implementation and maintenance of training programs/activities for the alternative channels (Bancassurance, Brokerage and Producing agent)
  Plan to meet with the identified training and business needs supporting the bancassurance channel.
• Liaise with external parties to arrange existing and/or develop new training programs and/or activities to meet business strategy and market situation.
• Develop training tools/ e-learning with different format such as video editing, interactive e-learning production.
• Maintain training records and prepare various kinds of training report.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Liaise with other internal departments and external parties on training arrangement – development, logistic and coordination with alignment to the marketing and sales initiatives of bancassurance team
• Supervise subordinates on the training development and provide suitable advice

• Increased agents productivity by implementing targeted training programs and performance evaluations.
• Evaluated the effectiveness of existing training programs, making adjustments as needed to improve results and achieve business objectives.
• Oversaw the administration of insurance agents certifications and compliance training, ensuring all participants met required standards for their roles.
• Delivered executive coaching sessions for senior leaders, supporting their professional growth and leadership development efforts.
• Collaborated with target audience to identify skill gaps and tailor training programs accordingly, boosting overall efficiency.
• Incorporated real-world scenarios into training exercises, helping employees apply learned skills directly to their jobs and improve workplace performance.
• Conducted regular follow-up assessments after each training session to gauge retention of information and identify areas needing further reinforcement or clarification.
• Managed training budgets and resources, allocating funds effectively to ensure maximum return on investment in employee development.
  
  Accomplishment:
  assist the participant to achieve the FYP improvement over 30% within half year, and active ratio over 50%

• Support achievement of partnership distribution business strategies through developing and implementing effective training program.
• Provide and deliver training materials to meet specific needs,including product, customer and any specific requests from partners.
• Ensure compliance with all regulatory requirements and adherence to best practices in sales activities through provision of quality assurance.
• Manage training team to ensure quality delivery.
• Support and drive distribution & service initiatives in order to deliver insurance results.
• Liaise with key stakeholders like retail sales, commercial banking sales and private banking sales.
  
  Accomplishment:
  Assist distribution channel to achieve 2019 Q3 sales volume become market no.1

• Identify customer's needs in order to offer different solutions (cross-selling products).
• Collaborate with all product stakeholders for follow up.
• Participate in project researches and assist in business planning
  Prepare and assist in organizing events, support and coordinate with team members.
• Manage sales staff to enhance productivity and capabilities, such as devising strategies for driving sales growth across the business and guiding colleagues to cross-sell products and deal with product-related matter.
• Identify potential colleagues through coaching and arrange appropriate training.
  
  Accomplishment:
  Macau New Agent Training curriculum revamp
  set up training broadcast live throughout agency in Hong Kong and Macau

• Execute and deliver quality and effective training to different target participants, usually facing 100+ audiences at the same time
• Develop and maintain programs by specifying training objectives, content, activities and methods in program design/plan to meet with identified training needs, such as e-learning, product training
• Identify the extent of program's impact on participants and maintain follow-up on their applications after program
• Participate in development of long-term plans, training structure, organization, policies, programs, services and practices to accomplish training mission
• Conduct data mining on information/data/resources relating to section's training activities, and report findings in regular reports
• Prepare regular reports on training activities to guideline given
• Participate in new business initiatives / project arising from department's strategic

• To serve walk-in& phone in customers and develop new/ existing customers to generate General Insurance business
• Manage sales service performance on day-to-day quotation enquires
• Recommend products and services to customers
• Solve client complaints and provide resolution
• Assist client to complete claims procedure

Awards: most productive customer care specialist of Jan 2016

• Serve clients and offer financial planning
• Understand the financial market
• Maintain good relationship with clients
• Expand client base through prospecting and increase existing clients' portfolio
• Regularly follow up and review with clients
• Team Management, giving training, advice and instruction to subordinate
  
  Clubs and Awards:
  Performance of 2012:
  First Year Premium: HK$984,691
  Total Cases: 66
  Promoted to Unit Manager at 2012, 4 recruits "Top 10 Agent of January,2012" "Top New Unit Manager of District", "Agent Refer Agent Awards,

• Serve clients and offer financial planning
• Understand the financial market
• Maintain good relationship with clients
• Expand client base through prospecting and increase existing clients' portfolio

• Make dining and other reservations for patrons, and obtain tickets for events
• Provide information about local features such as shopping, dining, nightlife, and recreational destination
• Make travel arrangements for sightseeing and other tours - Receive, store, and deliver luggage and mail
• Perform office duties on a temporary basis when needed
• Pick up and deliver items, or run errands for guests