I would like to say a big thank you to my clients, my family and my husband especially for your constant support and trust in me. I will continue to commit my very best effort to refine your financial goals according to your life plan.
In early 2018, I made the decision to join Manulife after being in the insurance industry for almost 5 years. Prior to this, I was working in a branch-based environment where I mainly service clients who come to me and I provide them with solutions with regards to their queries. Making the switch over to an agency and being self employed as a step that I was a tad reluctant to take as it means getting out of my comfort zone.
After meeting and speaking to Jeremy, who is now my manager, I decided to take that step forward and hence I’m here today! I’m very fortunate to be a part of Vision Advisory as they provide an excellent platform for the Financial Consultants to transit smoothly into this career. Several trainings and activities are made available for us to gain more insights and knowledge.
I had a couple of hiccups along the way throughout the year, which I wouldn’t have been able to resolve without my manager Jeremy’s help, who also constantly supported and guided me along the way . Apart from these, I am also very fortunate for having amazing team mates that made my career fun and enjoyable.
Overall, 2018 was an excellent year for me. I achieved my first MDRT and I believe that I can strive to achieve more. If you want to be part of this journey, contact me today to find out more.