Su Htet
Financial Services Consultant
Financial Services Consultant professional with 5+ years of international experience in Insurance, Finance & Media Branding. Skilled in data analysis, cross-cultural communication, campaign management.
About Me
Financial Services Consultant professional with 5+ years of international experience in Insurance, Finance and Media Branding. Skilled in data analysis, cross-cultural communication, campaign management. Achieved Million Dollar Round Table (MDRT) and managing 100+ clients across the world. Recognized as 32 months sale consistency advisor. Have an experience of running campaigns and social media branding and marketing sessions.
MDRT Qualified
Successfully achieved MDRT qualification for 2025
Client Satisfaction
80% high persistency rates with strong client relationships
Sales Excellence
Highest new product sales during launch month
AIA Premier Club
Premier Club Member with priority client services
Performance Analytics
Professional insights and engagement metrics
Engagement Trends
Experience
A journey of professional growth and achievement in financial services
Financial Services Consultant (MDRT Qualifier)
AIA Life Insurance Co. Ltd
- Based on client's needs, planning for financial protection
- Build a strong base of prospects maintaining productive relationship with clients
- Achieve assigned targets monthly and promote
- Maintain 24 consecutive months of persistency and 80% Renewal sale
- Handle customer complaints, claims, inquiries to maximize customer satisfaction
- Have an excellent experience with follow up and strong communication with customer to get referrals
- Manage Business Meetings and schedule appointments
- Successfully achieved MDRT qualification for 2025
- Recent record of Highest sale for new Product in the month of launching
Treasurer / General Accountant
Canal+
- Mainly work with corporate team, sale and commercial teams. Responsible for budget controlling of Sales staff and Regional Sale Mangers
- Manage Cash inflow, outflow for two entities: Holding company and Myanmar Production Company of Canal +
- Managing the Commercial payments and Production payments
- Report Fund situation and Budget trend monthly
- Monitor bank transfers, bank transactions, preparing invoices and receipts
- Manage petty cash payments and the replenishments
- Reconcile Ledger posting for Receivables and Payables
- Familiar with accounting software, spreadsheet and ERP systems
- Prepare MIC quarterly report and audit
- Maintain WT Records and strong communication with government tax officers
- Facilitate CFO with local banks and meeting arrangements
- Analyze financial data to provide insights for decision-making
- Processing invoices and expense claims
- Staying updated on relevant financial regulations and best practices
- Monthly bank reconciliation Cash flows
- Manage multi-currency transactions and reconciliations in SAP, particularly for international banking
Education
Continuous learning and professional development in finance and business
Diploma in Marketing Management
ICM UK Higher Diploma
Diploma in Accounting
UK Pearson
Association of Chartered Certified Accountants (ACCA)
Diploma in Accounting & Business
Bachelors of Arts (French)
University of Foreign Languages Yangon
Skills
Core competencies that drive success in financial services and client relationships
Recruiting
Management
Data Analysis
Customer Service
Microsoft Office
Time Management
Relationship Building
Business Development
Activities
Professional activities, achievements, and community involvement that showcase dedication to excellence in financial services and client relationships.
Posts
Insights and achievements in financial services and client success stories
Insurance isn't "I'll do it later"...........‼️
IW Agency Open Day at AIA Myanmar
17 March 2024 (Sunday) Art Exhibition
Get In Touch
Ready to secure your financial future? Let's discuss how I can help you achieve your financial goals with tailored insurance and investment solutions.
WhatsApp Contact
Results-driven financial advisor with strong client relationship skills and a proven record of meeting sales targets. Experienced in providing tailored financial protection solutions, achieving 80% persistency rates, and successfully achieved MDRT qualification in 2024. Recognized for driving new product sales, generating leads, and ensuring long-term client satisfaction and loyalty.
I typically respond within 2-4 hours during business hours (9 AM - 6 PM GST)
Su HtetMDRT Qualified Financial Advisor & AIA Premier Club Member dedicated to helping clients achieve their financial goals through tailored insurance and investment solutions.
Quick Links
Contact Info
Phone:
+971 555238077
Email:
susuhtet24@gmail.com
Specialization:
Financial Services & Insurance
© 2025 Su Htet. All rights reserved. MDRT Qualified Advisor.