I have been with Great Eastern for 14 years and currently is a Group Agency Manager. I enjoy the beauty of this career where I am able to interact with people from all walks of life, from various community, age, career group, locals and foreigners. I like to understand my clients’ financial goals in a holistic manner, identify areas of prioritization and customized suitable financial plans to suit their needs.
In the course of my work, I thrive to impart professional advice on protection planning to my clients to ensure their family security and financial welfare is well planned for in the event unforeseen life events happen. Insurance claims is about alleviating a clients’ financial worries when unexpected life events strikes an individual or family resulting in financial hardship.
In this aspect, when such events arises, I have always placed great priority in assisting my clients in filing the claims. Over the years, I have successfully helped my clients for various types of claims, ie hospitalization and surgical claims, critical illness claims, accidental claims, death claims, hospital daily allowance claims and even policy maturity claims.
I always look forward to work with clients who aspire to provide their best resources to their family, either in protection planning or systematic savings, with total peace of mind in achieving their life goals. Through this, I am thankful that my clients have placed full trust in me to provide them the necessary advice to achieve these goals.
It gives me great joy when my clients express their appreciation to my work when their financial goals are fulfilled. Their appreciation is so touching because it indicates that I have carry out my responsibility well and I have made a difference in their lives. This is truly motivating and keeps me going with full enthusiasm.
I am happy that I have chosen Great Eastern in this wonderful career that comes with fantastic job satisfaction in assisting my clients' in their journey to achieve their financial goals.
Supremacy Award (2003-2014), Supremacy Award (2003-2012)
Reading financial planning books and magazines, Attending investment seminars, Watching movies, Baking