I became a financial consultant when I was 23 years old. At the time, I was looking for a career that was able to financially support me, and also provide me the flexibility of time. I was also keen on learning how to manage my own finances through proper, holistic planning.
The right mentor can guide you to success.
I have my mentor, Ray, to thank for being the main contributor to my role as a financial consultant today. I remember when I was still exploring this career option 6 years ago, Ray was the one who introduced me to the business with much patience, and talked me through what the role entails. At that point, I already saw him as a leader and mentor, rather than a boss. I could feel that he genuinely wanted me to do well in life, and not only in this business. This is a rare and different feeling to get from a boss.
I knew from then on that he could guide me through not only in work, but also in life. To date, I have not regretted my decision of joining the financial advisory industry.
A business that forces you to grow.
This is a business that allows you to grow professionally and personally. In fact, it forces you to grow as you are essentially your own boss in a way. Every single business clinched makes me feel that I can’t let these people down. After all, they’re the ones who’ve entrusted me with their finances.
Keep your promises to your clients.
My mentor once told me that in a person’s lifetime, one can purchase up to 17 policies from the moment they are born into this world. We walk with our clients through the different phases of their lives, to help plug any financial gaps they may face. We are also thrusted with the responsibility of being there for our clients whenever there is a claim to be made.
Therefore, I believe I have to keep my promise to my clients when it is made. Honesty is the best policy, and I strive to be that friend and confidant to my clients.