TAN JIAN HAO JIM

My previous job in the shipping industry did not give me a sense of fulfilment, and upon the encouragement of a family friend, I decided to switch lines and join the insurance industry. The fast-moving pace and challenging nature of this industry kept me motivated and gave me the sense of fulfilment I was looking for. It has been 3 years since and I have never looked back. I have made it my responsibility to ensure that my clients have the financial safety net that helps them to take care of themselves and those they love when they need it the most.

My accolades include being a member of the Million Dollar Club Gold, the Prestige Titanium Club, and winning Personal Wealth Manager (PWM) in 2019.

Stay disciplined, stay hungry.

A lot of discipline and mental strength is required for this industry. There are new products launched yearly from both AIA and competitors for us to learn. With new iPos updates and NFTF, the learning never stops! Being open and hungry for more knowledge is something new financial consultants should be aware of if they wish to succeed in this industry.

Having excellent product knowledge is a must for financial consultants.

My sister was extremely sceptical about the industry after experiencing under-prepared and poor encounters with financial consultants over the years. This made me realise that bad service and poor product knowledge have long-lasting effects. I took the extra effort to learn the products in-dept and managed to win her over as my client after a year. Till date, she is still my toughest client and inspiration.

Keeping up with the times as resources become more readily available.

More resources are available online now compared to 10 years ago. From blogs to one-stop finance community websites like Seedly, clients now have finance knowledge at their fingertips. I had personally gone online to educate myself before my very first insurance purchase, years before joining the industry. I foresee the role of a financial consultant as being an adviser who takes these available information and conceptualises it for clients. We will also have to ensure that our product knowledge is updated and relevant. With insurance being an intangible and wide ranging product, it will always require consultants to propose tailored made plans for clients to reach their financial goals.

Accolades

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