I used to be a business development manager with another insurance company for 4.5 years, and I enjoyed what I was doing back then with a very steady progression in my career too. Things took a turn when my head of department in the previous insurance company contracted terminal-stage cancer, and I witnessed how insurance payouts could help someone “buy time” and prolong his life long enough to spend time with his family. He also brought me around to give talks, using himself as a living example to educate others about the importance of insurance. That inspired me a lot, and after he passed on, I decided to continue his legacy of spreading the knowledge about the importance of insurance, and most importantly, proper financial planning for people around me.
A career that impacts lives
I chose this career because of the ability to impact lives by educating the people around me about the importance of financial planning. That is also why I decided to become a leader, as I knew this would allow me to further impact the lives of others through my associates. Seeing the success of the associates I mentored brings immense satisfaction, and this was what kept me going even though being a leader is challenging at times.
Competence and expertise can be trained over time, but what I find important for every financial consultant to have is the heart to serve. As long as the heart is right, skills can be taught.
Do the right things
If ever you consider joining the financial advisory industry, remember — we are not product peddlers and we are not salespeople. We are financial consultants who must always have our clients’ best interests at heart. “People don’t care how much you know, but they want to know how much you care.” MDRT stands for “Must Do Right Things”.