Jeffrey

Home Team Officer

What was your Last drawn Income Range before joining insurance Biz?
$2,000+ per month

How long have you stayed in your previous job before joining insurance Biz?
5 years plus

Was it more of a Push or Pull Factor? Can you elaborate a little?
It was both a push and pull factor. I felt 5 years of experience in the uniform group was enough for me and insurance industry is something I would like to embark on to achieve financial security, for both myself and my clients.

How long have you been in insurance Business?
I join the insurance business since Jan 1995 and it has been a good 25 years journey.

What was the biggest fear before joining the biz? How did you overcome it?
I was not confident at communicating with people was not close with. I overcome it by reading up, mixing with the right people and acquire new skills and embraced the fear of speaking, especially public speaking.

In your own opinion, what are the key attributes of your success?
Passion, positive attitude, integrity.

What are some of the awards you have achieved?

• 1997 – Star Achiever’s Club
• 1997 – Convention – Australia
• 1999 – Excellence Club
• 2000 – International Quality Award
• 2001 – Quality Business Award
• 2001 – Achiever’s Club
• 2001 – International Quality Award
• 2001 – Million Dollar Club
• 2002 – Convention – Las Vegas
• 2002 – Club 88 Award
• 2002 – Excellence Club
• 2002 – MDRT
• 2002 – MDRT Convention – Nasville
• 2003 – Quality Business Award
• 2003 – Club 88 Award
• 2003 – Excellence Club
• 2003 – Million Dollar Club

• 2004 – Convention – Australia
• 2004 – International Quality Award
• 2005 – Convention – Japan
• 2005 – Qualifying Division Award
• 2006 – Convention – Hawaii
• 2006 – Qualifying Division Award
• 2006 – Leadership Awards — Gold
• 2007 – Leadership Awards — Gold
• 2008 – Excel Club — Manager
• 2008 – Top 5 Managers of the Month (March)
• 2009 – Convention – Rome
• 2012 – Million Dollar Club
• 2013 – Million Dollar Club
• 2013 – Top Manager of the Month (Dec)
• 2015 – Million Dollar Club
• 2018 – Top No of Case (Apr)

What is your specialization in insurance?
Life and General insurance

What are the key challenges when you first join? How did you cope & overcome it?

Challenge

Young and inexperienced

Overcome

Attended all training, all seminars that were available
Overcome fear by doing it

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