Jason Ong
Experience
My complete work history
My first business venture was when I was 9 years old.
I purchased a 6-pack of potato chips from the 7-11 opposite my school for $4.50 and separated them then sold them for $1.00 a packet to my classmates.
I retained $0.50 profit from every 5 packets sold, reinvested $4.50 to keep the business running and enjoyed the 6th packet to celebrate a job well done.
Financial Services Industry
Financial Advisory | Business Development | Recruitment | Training
August 2020 - Present
Trainer, Income
Distribution Talent Centre | Sales & Leadership Training | Product Training | Soft Skills Training | Sales Advisory Process | Curriculum Development
I am currently a Trainer with the Distribution Talent Centre. I have trained more than 5000 financial adviser representatives (directors, managers, advisors), conducted learning needs analysis, designed & developed instructor led, in-person curriculum, and eLearning modules to enlighten and empower trainees.
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Currently the 'Head of Induction School', Ensuring that the team of 9 trainers and 4 operations staff have the capability and resources to run the program effectively and efficiently with the best learner experience possible.
Primarily responsible for all training matters ranging from Train The Trainer (TTT), training delivery, facilitation, programme design & development, and other digital/remote training transformation projects.
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I have reimagined the training journey and spearheaded training initiatives to optimise the learner experience.
Achievement(s)
- Top rated soft skills trainer with an average post training evaluation score of 3.9/4.0.
- Conceptualised and brought to reality the in-house tactical training studio.
June 2019 - August 2020
Business Development Partner, Aviva Financial Advisers
Business Development | Sales & Performance Management | B2B Partnership & Collaboration
I was the cluster Business Development Partner (BDP) for 5 Group Financial Services Directors (GFSDs), 17 Financial Services Managers (FSMs) and >100 Wealth Managers (WMs).
Primarily responsible for all aspects of business activities and support that the 5 agencies require from the company.
Additionally I also spearheaded initiatives and activities to increase activation rate and production numbers.
Achievement(s)
- 7 successful partnership and collaboration agreements within a span of 3 months (with local SMEs and even selected private hospitals)
- Cluster production >10 million dollars.
June 2019 - August 2020
Recruitment Partner, Aviva Financial Advisers
Business Development | Recruitment & Manpower Management | Agency Acquisition
I was the Recruitment Partner (RP) for 15 Group Financial Services Directors (GFSDs), 84 Financial Services Managers (FSMs) and their agencies.
Primarily responsible for all initiatives and activities to increase the salesforce headcount.
Additionally I also led initiatives and activities to increase the salesforce headcount, facilitated background checks, and conducted onboarding interviews and negotiations. At one point, I was conducting 7 interviews per day.
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Achievement(s)
- April 2020: Achieved the highest number of applicants (by month) in 2 years
June 2019 - August 2020
Competency Consultant, Aviva Financial Advisers
Training & Competency | Sales Advisory Process | Balanced Score Card (BSC) | electrionic Financial Needs Analysis (eFNA) | Operational Risk & Control Measures (ORCM)
I was a Competency Consultant, primarily responsible for all aspects relating to salesforce competency such as:
a) Monitoring and conducting reviews to ensure that the salesforce is compliant with the regulatory requirements
b) Training the Sales Advisory Process (SAP) and evaluating representative's competency in SAP
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Additionally:
a) I was in charge of Product Mapping for the electronic Financial Needs Analysis (eFNA) application;
b) Involved in Balanced Score Card (BSC) appeal sessions;
c) In charge of all Operational Risk & Control Measures for the department; and
d) I also spearheaded several projects and wrote Standard Operational Procedures (SOPs) for existing processes.
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Achievement(s)
- Regulatory Inspections: Resolved open regulator inspection issues.
- External Audit: Resolved outstanding audit issues.
September 2016 - June 2019
Client Adviser, Synergy Financial Advisers
Financial Planning | Financial Advisory | Insurance | Investments
Blessed to have embarked my journey in the financial services industry in an financial advisory firm which carried products from many different insurers.
Achievement(s)
Top CIS Net Growth (AUA) - 5th (Feb 2018)
Other PMET Experience
Legal | IT | Media
August 2018 - December 2018
Paralegal, Axis Law Corporation
Legal | Research | Investigation | Contracts | Letter of Demand (LOD) | Affidavit | Will | Lasting Power of Attorney (LPA)
I was a paralegal, some of my responsibilities include:
a) Summarising cases and preparing reports for attorneys
b) Conducting research, investigating facts and developing legal arguments
c) Drafting legal documents such as contracts, letters of demand, affidavits, wills, lasting power of attorney
d) Preparing and filing documents with courts via the elitigation portal
e) Organising and archiving the documents related to completed and ongoing cases
Additionally, I have applied my financial knowledge to swiftly and accurately investigate facts and solve ongoing estate cases.
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Achievement(s)
- Identified and resolved an issue in a complex case that would have cause the client to overpay a 5-digit sum for the estate duty.
September 2018 - December 2018
IT Deskside Analyst, Optimum Solutions
IT | Investigation | Stakeholder Management | Audit
I was seconded to Marina Bay Sands (MBS) as an IT Deskside Analyst in the Asset Management Team.
I was primarily responsible for the storage, maintenance, issuance and audit of the organisation's IT hardware assets.
Additionally, I have escalated and liaised with vendors for the repair, servicing and delivery of IT assets.
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Achievement(s)
- 100% assets accounted for within the stipulated audit period.
- Reorganised and the stores and implemented a system resulting in a 66.67% increase in productivity. (average time taken to draw and return stores reduced from 15 mins to 5 mins)
September 2015 - August 2016
Studio Operations Assistant, Singapore Turf Club
Media | Broadcasting Services | Studio Operations | People Management
I was a Studio Operations Assistant, primarily responsible for all aspects relating to salesforce competency such as:
a) Operating all required equipment and fulfilling the all roles (on rotation basis) within a 'live' television broadcast studio for 'live' horse-racing.
b) Producing 'live' pre-race talk shows *Imagine "The Ellen DeGeneres Show" but for horse-racing*
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Despite the deflated job title, I have been responsible for a team of five staff: (CG x 2, EVS x1 , Profile x1, Trakus x1)
Achievement(s)
- NA.
Others
Delivery | Transport | Sports & Wellness | F&B
2018 - 2018 (Freelance)
Delivery Rider, Foodpanda
Delivery
I was a Foodpanda delivery rider, my responsibility was collection and delivery of food from vendors to customers' doorstep.
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I worked 2.5 days a week, grossing more than $2,600 and after costs, managed to profit more than $2,000.
Achievement(s)
- 100% customer satisfaction
2016 - 2016 (Freelance)
Private Hire Driver, Uber
Transport
I was an Uber driver, my responsibility was to transport passengers safely and comfortably from Point A to Point B while providing service excellence and wonderful conversations.
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I took up this gig as I wanted to expand my knowledge and perspective of the situation in Singapore. This job allowed me to have meaningful and insightful conversations with people from all walks of life, across all industries.
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Achievement(s)
- 100% customer satisfaction, 5.0 star rating.
- Passengers who are friends till today
2013 - 2013 (Temp)
Personal Driver, He Sang Construction Pte. Ltd.
Transport
While waiting for my full time national service to begin, I worked as a personal driver for the MD of a construction company.
I was frequently invited for lunch together with my boss and with other C level executives in the industry.
Achievement(s)
- NA.
2013 - 2013 (Temp)
Lorry Driver, Infra Waterproofing Pte. Ltd.
Transport
While waiting fore my full time national service to begin, I worked as a lorry driver for a waterproofing company.
My primary responsibility was to ferry workers from the dormitory to the various work sites as well as to conduct resupply runs from the warehouses to the sites.
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This job give me perspective and reminded me how lucky we are to be educated and privileged.
Achievement(s)
- NA.
2010 - Present (Freelance)
Inline Skating Instructor
Sports & Wellness
Throughout my diploma studies in Ngee Ann Polytechnic, I have taught hundreds of individuals from all walks of life and from all skill levels.
I have conducted classes of up to 50 students at a time. ranging from primary school to tertiary.
Achievement(s)
- NA.
2010 - 2010 (Temp)
Waiter, Triple Three, Meritus Mandarin
F & B
While waiting for my GCE O Level results and tertiary education application window, I worked as a waiter in the service and hospitality industry.
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This gave me perspective and taught me humility as well as service excellence.
Achievement(s)
- NA.
2010 - 2010 (Temp)
Crew, McDonalds
F & B
I took up this part-time temp job during the June holidays as I wanted to spend time with my classmates. Little did I know, this severally impacted allowance as it proved that I was able to fend for myself.
Achievement(s)
- NA.