Trace

Secretary

What was your Last drawn Income Range before joining insurance Biz?
Around $2k

How long have you stayed in your previous job before joining insurance Biz?
Around 2 years

Was it more of a Push or Pull Factor? Can you elaborate a little?
Wanted a more challenging career that can give me a purpose in my career. Desire to have a job that can reward me and give me job satisfaction.

How long have you been in insurance Business?
25 years

What was the biggest fear before joining the biz? How did you overcome it?
It’s a commission-based job and where to get clients as I do not have much contacts then. Speak to friends who has been in this industry for many years. Decided to give myself 3 years to succeed in this career… so just do it!

In your own opinion, what are the key attributes of your success?
Determination, persistence and hard work

What are some of the awards you have achieved?
MDRT life member, Pinnacle club

What is your specialization in insurance?
Full financial planning (from protection to retirement planning)

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

Prospecting, don’t know how to get started due to different type of working environment as suddenly I have so much free time. Told myself that I need to have discipline in using the time wisely (used to be 9-6 job)

Discipline myself to run my time like 9-5pm job scope … gather a few colleagues who have the same mindset to work together every day. Try a few prospecting methods to fine tune the one that suited me best.

To put in my best effort so that there’s no regret if I look back as I gave myself 2- 3 years’ time frame to make this into my career.

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