I became a financial consultant in 2008. Back then, I got to know about AAG through a friend while I was still studying. Initially, I was not really keen on becoming a financial consultant as I didn’t want to do sales. However, I came to understand that a life insurance policy sold is not just another sale, but rather the provision of food, clothing, shelter, education, health and many other things for our loved ones when we are no longer able to do so. I then took the leap of faith and have never looked back since.
Abundance, service and purpose.
My greatest inspirations are Boss Chuan, Boss Sunny and Boss Vincent. It is from them that I picked up many great values and learned to consciously become a better version of myself. The three most significant values to me will be Abundance, Service and Purpose. I learnt that the act of sharing introduces longevity to what is being shared. By giving, we receive in return.
Focus on the things that matter.
My greatest goal as a financial consultant is to achieve an active portfolio of 300 families within the next 5 years. To achieve this, I want to focus on the things that matter, and always work with integrity, compassion and competence. As Ray Kroc says, “If you think you’re green, you’ll grow. When you think you’re ripe, you’ll rot.”
Always put the needs of the clients first.
Be humble, be passionate, be professional, and do your job honestly. A journey of a thousand miles begins with a single step in the right direction. Watch your footing and always be mindful of your next move, for as you begin to live in that moment, you begin to change your life. Besides financial advice, a financial consultant should listen and empathise with clients on a deeper level in order to discern what they really want and need. We should also provide our services with integrity rather than simply trying to hit sales targets. We should maintain regular contact with our clients and provide good customer service.