Nick Chan
Expert in succeeding in the insurance industry as a Gen Z
Youngest TOT achiever at Manulife HK; grew agency to 100+ agents
Speaking Topics
Leverage on the “Gen Next Wave” for Massive Sales and Top-of-the-Line Recruitment
Leadership and Human Capital DevelopmentSynopsis
In a landscape where millennials and Gen Z drive the future, top agency leaders must rethink sales and recruitment. This session reveals how to merge personal branding, social media savvy, and strategic frameworks like PPVV to win trust and unlock organic growth. Attendees will gain tools to build loyal teams, create content that converts, and become hybrid leaders who deliver high sales and strong recruitment results. With practical tips, real-world success stories, and interactive learning, this keynote empowers leaders to ride the “Gen Next Wave” and achieve consistent MDRT, COT, and TOT milestones in their agencies.
Target Audience
Agency leaders and sales managers
Key Benefits
Learn how to build an influential social media brand for both sales and recruitment. Discover methods to engage and gain loyalty from millennial and Gen Z prospects and team members. Master hybrid leadership skills to simultaneously excel in sales and recruitment at the highest levels.
Outline
Building Loyalty: A Customer-Centric Approach for Long-Term Success
Sales, Marketing and Customer ExperienceSynopsis
In a crowded marketplace, the key to long-term success is not in chasing everyone—it’s in building loyalty with those who truly fit you. This session guides agents to locate their “authentic market,” combining their unique story and strengths with targeted lead magnets and branding content. Attendees will learn the PPVV method for precise messaging and the ATV framework for building memorable, trustworthy brands. With real-world examples and step-by-step strategies, this session is perfect for advisors ready to stop pushing and start attracting. Leave with new clarity, confidence, and the tools needed to grow a sustainable, loyal client base.
Target Audience
Financial advisors and agents
Key Benefits
Pinpoint your authentic market by aligning personality, strengths, and values. Apply precision lead magnet strategies to attract and engage your ideal clients. Build a purposeful brand through content that fosters trust and deepens loyalty.
Outline
About
Nick Chan is a top-performing sales leader, social media strategist, and performance coach who guides the next generation of advisors to success. A graduate of the Journalism School at the Chinese University of Hong Kong, Nick pivoted into the financial services field in 2018 with no sales experience. Within six months, he hit his first COT and began mentoring other young professionals. Today, he leads a 120-person team with 60 MDRT achievers and is a 6x TOT qualifier. Nick is best known for transforming Instagram into a growth engine, using it to recruit, train, and inspire young advisors. His digital-first leadership model and training content have helped reshape modern agency building across Asia.
Unique Selling Point
Millennial Recruitment Powerhouse
Built and led a 120-person team of millennial advisors, transforming first-time agents into MDRT, COT, and TOT achievers through social-media-driven branding and mentorship.
Record-Breaking Performance Coach
Achieved 6x TOT status while developing systems that produced 60 MDRT achievers, pioneering results for young professionals new to the financial industry.
Social Media Growth Strategist
Turned Instagram into a powerful recruitment and branding platform, attracting talent and clients through storytelling, consistent value-sharing, and digital-first coaching.
Presentations
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Speaker Information
Experience
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Languages
English, Mandarin