Sales
Overview
In the dynamic landscape of the insurance and financial services industry, effective leadership is paramount for organisational success. To address this critical need, agency / district managers need to be equipped and empowered with the essential knowledge, skills, and strategies required to lead high-performing teams.
This programme aims to inspire visionary leadership by fostering a forward-thinking vision among participants, and to help participants overcome barriers and drive change within their organisations. It provides a transformative opportunity for aspiring agency managers to enhance their leadership capabilities, inspire innovation, and drive future-ready talents and organisational success in the insurance and financial services industry.
Recommended For
- Advisors moving from individual contributor to team supervisors / unit managers.
- Agency leaders preparing for promotion to agency managers.
- Direct appointed team leaders.
Learning Format
Face to face (F2F) or Virtual
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Dates
01/01/2026
Open Throughout the Year (4 Days Short Course)
Fees
Programme Fee
In-House Programme
Maximum 30 pax per session – RM60,000
Meet The Expert
| Andy Tang |  |
Andy Tang, with over 30 years of experience in financial services management, is a visionary leader in wealth protection, business succession, and financial literacy. He is a seasoned expert in personal and business wealth management, specializing in wealth protection, accumulation, and distribution.
His vast experience includes cash flow, and liability management, as well as talent retention and business succession planning.
He has trained ING’s trainers and regional managers on effective closing techniques and provided exclusive leadership training to Etiqa’s agency managers. A sought-after speaker, Andy has shared his insights across Asia, including AIA in Bangkok and major platforms in Beijing, Guangzhou, and Hong Kong. Through his efforts, Andy has successfully developed exceptional managers and leaders who now serve communities nationwide, demonstrating his enduring impact on the financial services industry.
| Ivon Lee |  |
Ivon Lee, a highly skilled leader with over two decades of experience, is a driving force in leadership development and agency management within the insurance industry. Her expertise spans leadership, agency development, personal development, soft skills, and sales training.
She applies the 6 Disciplines of Breakthrough Learning to design and develop programs, producing over 10 major leadership initiatives that drive quality recruitment, business sustainability, and high-performance culture at AIA.
As a Faculty Head, she collaborates closely with Sales Heads to translate business strategies into effective training programs.
Her ability to balance business targets with training effectiveness and communication needs has earned her the trust of AIA’s Chief Agency Distribution Officer to lead key people development projects.