Live each day to the fullest as if tomorrow doesn’t exist.

DANIEL SOH KANG WEN

2nd Runner-Up
Top Financial Consultant 2024

EDAN-INZY BEN TANG ORG
INZY GROUP

I graduated from the Singapore Institute of Technology (SIT) with a degree in Aeronautical Engineering, but I ultimately chose not to pursue a career in the field. The structured office hours and the requirement to complete a trainee program to become a qualified engineer didn’t align with my aspirations. Instead, I was fortunate to have a dedicated mentor who guided me toward the financial advisory industry. Initially skeptical about this career path, I quickly grew to appreciate it as I gained experience. It’s been a fulfilling journey since joining the financial advisory industry in 2017, which allows me to help my peers understand the importance of insurance and offer wealth planning services to my clients.

What motivates me in this role is the opportunity to make a tangible impact on people’s lives. Helping clients protect their families, achieve their financial goals, and secure their future is incredibly rewarding. The ability to guide people, especially during challenging times, is what keeps me driven to excel in my work. Additionally, the flexibility and growth potential of the industry, along with the opportunity to connect with individuals from all walks of life, inspire me to improve continuously and stay motivated.

One of the most valuable lessons I’ve learned as a financial adviser is the importance of building genuine trust and relationships with clients. In an industry that is both highly competitive and often misunderstood, it’s crucial to prioritize the needs of clients. Educating them about financial planning, offering personalized solutions, and maintaining transparency and empathy are essential to earning their confidence. Consistent follow-ups and a sincere commitment to their well-being not only help clients see the value in insurance but also nurture long-term relationships and referrals, which are key to thriving in this field.

For new financial advisors, one of the most important things to understand is the value of active listening. Rather than focusing solely on selling products, take the time to truly understand your clients’ financial goals, concerns, and priorities. By asking the right questions and listening carefully, you can offer tailored solutions that will not only help them but also foster lasting relationships. Building trust and establishing genuine connections lead to repeat business, referrals, and long-term success in this industry.

To anyone considering joining the insurance industry, my advice is simple: focus on building relationships, not just making sales. This career is about helping people secure their futures and achieve their financial goals, so take the time to understand your clients’ needs. There will be challenges, rejections, and slow starts, but stay resilient and consistent. Invest in continuous learning—both about financial products and communication skills—and find a mentor who can guide you. Approach your work with sincerity, integrity, and a genuine desire to make a positive impact. Success will follow when you earn the trust and respect of your clients.