Financial Planning Business Development

RINI ANJARWATI

Mississauaga, Ontario, 647-***-****, ****.*********.**@*****.***

PROFESSIONAL SUMMARY

Results-driven financial services professional with over 15 years of experience in business development, sales growth, advisor training, and compliance. Proven track record of mentoring and developing high-performing advisors while ensuring regulatory adherence. Adept at recruiting, onboarding, and coaching advisors to enhance client engagement and sales productivity. Strong expertise in insurance, wealth management, and financial planning with proficiency in CRM platforms (Salesforce), compliance oversight, and regulatory frameworks. Currently pursuing Canadian licensing to expand leadership capabilities in the financial industry. PROFESSIONAL EXPERIENCE

Agency Builder – PT Prudential Life Assurance, Indonesia (2008 – present, Hybrid)

• Developed and maintained positive business relationships with over 500 households, ensuring high customer satisfaction and personalized financial planning, insurance, and wealth management solutions.

• Achieved 130-150% of yearly sales targets, demonstrating strong sales acumen and customer service skills.

• Recruited, onboarded and trained over 50 advisors, ensuring their compliance with company policies and regulatory standards.

• Mentored and coached advisors in sales techniques, compliance procedures, and product knowledge, leading to improved productivity and client retention.

• Conducted market research and gap analysis to identify growth opportunity and enhance strategic decision-making.

• Created and delivered presentations for internal and external stakeholders, utilizing data visualization to communicate insights effectively.

• Managed claims and complaints escalation, ensuring prompt resolution and client’s satisfaction.

• Manage ongoing relationships with clients for policy updates, renewals, and financial consultations. ACHIEVEMENTS AND CERTIFICATIONS

• Million Dollar Round Table (MDRT) Producer - Achieved personal sales of USD 50,000+ per year (2014 and 2019).

• Elite Star Club Producer - Achieved USD 35,000+ per month in personal sales (2014).

• Star Club Producer: Achieved personal sales of over USD 35,000 per year (2010, 2014, 2016, 2018).

• Certified Financial Planner – by Financial Planner Standard Board Indonesia (2009 – 2024).

• Associate Estate Planner Practitioner - by Estate Planning Practitioner Limited Singapore (2015).

• Qualified Wealth Management - by QWP Academy Indonesia (2016 - 2018).

• Registered Financial Planner –by Financial Planner Standard Board Indonesia (2009).

• Currently pursuing Canadian Life Insurance Licensing. EDUCATION

Graduate Certificate, International Business Management, Sheridan College - Canada (January – December 2024)

• Achieved overall GPA 3,53.

• Conducted case studies and financial analyses for Canadian Tire, Harvey’s, and Roots.

• Performed a value chain analysis for Lindt & Sprüngli Canada.

• Completed a capstone project as Team Leader on an international strategic business plan for CofiLife Canada (Grade: A+).

Bachelor of Business Administration, Hogeschool Inholland, Diemen – The Netherlands (August 1995 - December 2000)

• Completed an internship as Junior Project Manager at PMG Group BV, The Netherlands (Hewlett Packard Europe Team).

• Managed marketing materials and logistics for Hewlett-Packard’s European market. VOLUNTEER AND EXTRA CURRICULAR ACTIVITIES

• Tax Clinic Volunteer – YMCA GTA, Mississauga (2025)

• Food Bank Volunteer – ACSA & YMCA GTA (2023)

• Treasurer – Captiva Chevy Club, East Java Province (2022 – 2026)

• Community Crafting Initiative – Designed, taught and donated knitting & crochet patterns for premature baby hats (2021 – 2023).

TECHNICAL SKILLS

• Microsoft Office Suite (Outlook, Word, PowerPoint, Excel, MS Teams)

• CRM Platforms (Salesforce)

• Graphic Design (Adobe Illustrator and Photoshop) LANGUAGES

• Indonesian (native)

• English (advance)

• Mandarin (beginner – intermediate)

• German (beginner – intermediate)

• Dutch (beginner)

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