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Edi Susanti References
QWP
(Peer)
Peppy Roslita
ASM/Sales Coach
Allianz Life Indonesia
Bank Ekonomi Raharja m: 081*********
Jl Embong Malang 61-65
Surabaya, Jawa Timur 60261
Indonesia
***.*******@*****.***
My
http://www.allianz.co.id
Company:
My
http://www.bankekonomi.co.id
Company:
http://id.linkedin.com/pub/edi-susanti-qwp-%E2%84%A2/36/
My Website:
476/730
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,
Summary
- Experience more than 5 years in insurance/bancassurance industry
- Professional Certification of Qualified Wealth Planner by IAFP Global
Work History
PT Allianz Life Indonesia
Surabaya, Indonesia Jul 2012 - Present
ASM/Sales Coach
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.
Allianz Life Indonesia
Surabaya, Indonesia May 2011 - Jun 2012
Area Bancassurance Development Manager
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.
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Panin Life
Surabaya, Indonesia Aug 2010 - May 2011
Sales Executive Manager
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.
Surabaya, Indonesia Jul 2009 - Jul 2010
Bancassurance Specialist
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.
AXA Financial Indonesia
Surabaya, Indonesia Aug 2007 - Oct 2009
Recruitment Manager
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.
Prudential Life Assurance
Surabaya, Indonesia Jan 2007 - Jul 2007
Financial Consultant
Joined the sales team of Prudential Life Assurance, who is responsible for selling unit-link insurance
product.
Education
Universitas Katholik Widya Mandala
Surabaya, Indonesia 2002 - 2008
Degree, Economic - Accounting
Certifications
AAJI Unit Link Certification 2011 - 2013
(AAJI)
Basic Certification for Insurance Agents. Have been obtained since 2007.
Qualified Wealth Planner (QWP ) 2011 - 2013
(IAFP Global)
Advance Certification to acquire expertise as a wealth planner.
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
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- 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)
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