JEAN THEAN

RAY TAN ORGANISATION
ADVISORS ALLIANCE GROUP

I first got to know AAG via an internship programme that took place during my summer break in university. In those 3 short months, I was able to learn and experience financial planning, personal development and social networking, which were very helpful and insightful to me as a fresh-eyed university student.

After the internship, I decided to continue with AAG as a student advisor, and have never looked back since. The past 2.5 years has been a great journey with many ups and downs, but it’s made me grow into a better person and I look forward to the many years ahead!

Learn as much as you can.

Being in this agency allowed me to learn from many different people who have inspired me along the way. It can be a senior who shared how she made a life insurance claim for her clients, or it can also be a junior who shared his new project and how we can leverage it.

Give perspectives from multiple sides.

The financial advice I give to others must be the same as if I were to advise myself given the same situation. Not only do I provide perspectives from my own life experience, I also learn from my other clients’ life experiences and share these new perspectives with others.

Letting my clients know the different strategies people employ for their financial planning is a great reference point for them, as it guides them for their own planning as well.

Have the willingness to learn.

I’m glad that more and more people are open-minded about this industry and welcome the thought of joining this profession as a full-time career. I believe having the willingness to learn is one of the most important traits to have in this business, because times are always changing. We need to adapt and innovate as society progresses. Otherwise, we would be left behind and become unable to provide suitable solutions to our clients.

Be trustworthy and reliable.

I’m sure our clients decided to do business with us because they trust us enough to be there for them in times of need. Therefore, I think it is important for us as financial consultants to provide them a sense of reliability, and to be at the top of their minds whenever they need help, even for non-financial matters.

Accolades

AIA FA Prestige Titanium Club 2021

Million Dollar Round Table 2021

International Dragon Award 2021 – Bronze Dragon Award (Agent Category)

100 IDA Team Award 2021

Bachelor of Business in Risk Management Insurance

Associate Estate Planning Practitioner (AEPP^®️)

TESTIMONIALS

Wen Jun

Jean has been a great financial advisor since the start of our business relationship back in 2018. She always focuses on the needs of her clients and go beyond the extra mile in exceptional client service. As a sincere and dedicated advisor, she also provides regular updates to changes in government / insurance policies and how it will affect her wide range of clients. Definitely the best anyone could ask for!

Clement

Jean is very helpful in giving me advices for managing my finances as well as not hardselling me things that I don’t need. I’ve introduced her to my family to check on their finances as well to ensure that they are well covered for be it for their insurance needs or retirement planning. Will definitely be going back to her whenever I need financial advice.

Get in Touch

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Email

connect@aiafa.com

Phone

1800 248 8000

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