I graduated from the National University of Singapore with a Bachelor’s of Science and got to know about the financial advisory industry through a talk held by my agency during my university days. At that point in time, I was searching for a full-time career as it was my final semester in school. I honestly never considered being a financial consultant ever. However, thankfully, after attending the talk, unlike conventional interview processes, my agency allowed me to attend their existing training sessions to see for myself what the industry and agency are like. After experiencing the culture, I got to decide whether or not to take on this career path. Thankfully, I fell in love with the driven culture focused on values and personal growth and decided to take the leap of faith.
A career with meaning and success.
Despite the immense fear, I knew deep down that I wanted a career that provided me with meaning and success. From the various claim stories, I knew that proper financial planning is important for everyone. I believe the stigma against financial planning is solely due to improper sales tactics used in the past. Therefore, entering this career, I knew that I had to transform the way advisory is being traditionally executed and plan professionally for my clients.
Family is my driving factor.
I always believed that the rate of my success has to be faster than the rate of our ageing parents. No matter how tired I am, coming home to a home-cooked meal, or even a 15-minute conversation with my family recharges me.
Remind yourself why you’re doing this.
The most rewarding moment of my career was when I was able to help my friend organise her policies, and we found out that she had an old policy that allowed her to claim close to $100,000. Although I didn’t earn a single cent from it, the family and herself were very grateful for my help and that reminded me of why I joined the career in the first place.