Having started out in the financial services industry in 1995, I came from a simple and humble background doing sales and marketing for a multinational company before making a career switch to life insurance. Among other achievements throughout my financial advisory career, I have been a member of the AIA Million Dollar Club Gold, Million Dollar Club Platinum, Superstar Gold, Million Dollar Round Table as well as AIA Financial Advisers Prestige Platinum Club 2020.
Serve with love and care.
Beyond being compassionate for your clients and always serving in their best interests, financial consultants should also conduct themselves with complete integrity in order to do the job well. Most times, this also involves embracing changes as a financial advisory career is a highly dynamic one.
Always strive to improve.
Ben Feldman and Tony Gordon are very well-known figures in financial services industries across the world, and I consider them my greatest influence that inspires me to do better at my job every day.
Fundamentals never change.
Change is constant and inevitable. The industry will always evolve, but fundamentals never change, be it basic or self-actualisation needs. In order to do our job competently, we financial consultants should never simply belt out insurance products to meet basic needs. We need that creativity, sociability and technological savviness to adapt to our clients’ evolving lifestyles.