ROZAIDA BINTE MOHAMED YUSOF
GT GROUP
I was initially invited by my agent to join AIA as the Head of Secretary for my Director, Gabriel Tan but the role was less challenging for me as I used to hold multiple hats handling Full Set of Accounts, Payroll, HR and liaise with Project Manager for each contract related matters. Possibly my Director sees some potential in me and recommend me to take exams to becoming a Financial Consultant. This was a stepping stone which have changed my entire career and mindset altogether. This job resonates with me well as you can find me approachable, and I have empathy towards people and animals.
A firsthand witness to the power of protection.
Health is Wealth. Seeing my dad who is an Iron Man and hardly fall sick during his active working years, he did not get any insurance for himself, but he bought for mom instead. Then as he turned late 50’s his health started to deteriorate. Soon the illness started from Diabetes, HBP, Cholesterol and it leads to Heart and Stroke. He was admitted in hospital for 4 months and the bill in Government hospital itself had cost $100,000 if you do not consider some subsidies by government. Eventually we lost him after several years later. This really opened my mind to the importance of Medical Insurance and Accident and never to take our health for granted, my advise to clients as well. The next important matter is Estate Planning and what is permissible in Islam is crucial to understand because when we leave this earth, we either leave our family with legacy or loans.
This is a people’s business.
Know my clients. Understand their problem first and foremost. Every individual is unique, and each have their preferred lifestyle and commitments. I would often be the one stop person for my clients, not just as their agent but as their friend or sister for them to turn to on different circumstances be it when they are ill, happy or sad, got promoted, get married, start a family, retirement or when life stops. I work closely with families, individual and corporate. I feel grateful for the kind referrals from clients as they belief in me and the work I am responsible for when I am appointed to be their Financial Consultant.
Accolades
AIA FA Prestige Club (Gold) 2020
Associate Estate Planning Practitioner
TESTIMONIALS
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