CHAN YUEH XUAN JOANNA

After graduating from Temasek Polytechnic, I was working as a graphic designer. During this time, I, unfortunately, suffered an episode of pneumothorax which required me to seek immediate treatment at the hospital. From this incident, I realised that although my dad had purchased some form of insurance coverage, we were unsure of what coverage I had and if it was sufficient to cover my bills. To make things worse, since the purchase of the policy, our servicing agent was nowhere in sight for the past 20 years so we were left stranded with no one to seek guidance from. I decided to take matters into my own hands and started to learn more about insurance and I found it to be something I had a growing passion for. 

After getting to know the AAG’s warm culture, I fell in love with the company’s drive which focuses on values and personal growth. My mentor, Reuben Choo, is also instrumental in helping me decide to take the leap of faith. It has been 3 years since and I am now an aspiring associate director leading a team of 6 driven and competent financial consultants. I am proud to have clinched the International Dragon Award (“IDA”) – Bronze Dragon Awards, Million Dollar Round Table memberships for 2 consecutive years as well as being a part of the 100 IDA Team Award and a member of the AIA Financial Advisers Prestige Titanium Club in 2021 and 2022. I am also a certified Associate Estate Planning Practitioner, AEPP™️ . 

Filial piety and impacting positive change

My key motivational factor is the ability to provide well for my parents. I believe that the rate of my success has to be faster than the rate at which my parents age. I also hope to positively impact and change how financial consultants are viewed. We have all heard of unpleasant stories of improper salesmen in this industry and given my earlier personal encounter, it is my goal to change that stigma of this industry. By eliminating the negative stigma as well as integrating my knowledge of communication design, I hope to be able to change the way advisory is executed as well as serve my clients better and that motivates me as a financial consultant.

Finding fulfilment in my role

Servicing our clients involves many aspects as it isn’t merely a sales job. We spend hours analysing each situation, summarising policies for clarity, assisting with claims, and annual reviews while keeping ourselves updated on the investment climate and industry changes, and constantly upgrading our skills sets, all to better serve our clients. So when my clients acknowledge my efforts and show their appreciation with kind words of encouragement or by introducing their loved ones to me, these are the moments when I remember how rewarding my job is. 

Being coachable is a crucial trait

Being in the industry is not going to be easy but it will be fulfilling. My advice to new financial consultants is to prepare yourself for the challenges ahead, especially in the initial years. I hope to inspire my associates to achieve their greatest potential and always have discipline and empathy, and most importantly, remain coachable and open to learning.

Accolades

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