It was my insurance agent who initially recommended me to apply for the position as Head of Secretaries for my Director, Gabriel Tan after years of experience handling Full Set of Accounts, Payroll and HR for SME companies. When I decided to move on to another job, my boss offered me to take exams to be a financial consultant. I have never done sales and worried that I would not be cut out for the job. Surprisingly, accepting the offer was the best decision I made in my entire career as I grew to love this job, and became passionate about protecting families and individuals. I take pride in the responsibility and commitment towards building the trust of my clients and fulfilling their financial goals while ensuring they have holistic cover for themselves & their loved ones.
A firsthand witness to the power of protection.
Health insurance, to me, should be the top priority of every individual. Money can be earned, but once our health is at stake, we may not be able to enjoy the money that we have saved. Last year I was admitted after experiencing excruciating pain in my abdomen and back, thanks to insurance, my bills were covered with my hospital plan and I even received daily hospital income, and paid for Get Well and Hospitalisation Leave too. This enables me to cover my loss of income so I can focus on my recovery. Thanks to this industry that I’m in, I’ve learnt to always set financial goals not only for my health but also for my children and retirement many years in advance.
Eyes on the Court of the Table.
My greatest goal as a financial consultant is to eventually attain Court of the Table. This year, I’m starting with mostly cold clients and may need time to follow up and build those relationships. I intend to achieve my goal hopefully by 2023, ensuring my existing clients too meet their financial goals along with me.
This is a people’s business.
It’s not always about the money. This is a people’s business and building friendships are of utmost importance. Know your client, and understand their needs. They may not be financially ready to buy your plans now, so don’t be pushy and simply keep in touch with them as a friend.