Prior to joining the insurance industry, I was in the banking sector upon graduation. This was when I met a friend of mine who eventually became my manager now at AIA FA. He suggested for I explore the potential of a financial consulting career. Though I was initially concerned about shifting out of my comfort zone, I decided to take a leap of faith and never looked back since!
Share with others what you believe in.
Beyond the benefits of having a financial consulting career such as a balanced lifestyle and earning potential, I am a strong believer in the concept of insurance, wealth accumulation and legacy planning. I’ve experienced it and I know how helpful it can be, so why not share this belief with others?
Build long-term relationships with your clients and friends.
Whether it be my friends who became my clients or vice versa, they all have one thing in common — the relationship built over time. I find it fulfilling when they have the faith in me knowing that I will be there doing my best for them. This trust and appreciation is what really keeps me going and motivated. This also motivates me to challenge myself to progress further in order to provide more for my clients.
Be hardworking and resilient.
Potential financial consultants need to be hardworking and resilient. Many times this line of work can be mentally draining for many reasons. But if you’re resilient, you would be able to compartmentalise your thoughts and priorities and pull through. This ability does not come naturally to most, but it can be trained. Have an open mind, have a good learning attitude, and be resilient and hardworking. These four traits go together!