Accountant
What was your Last drawn Income Range before joining insurance Biz?
$4,500
How long have you stayed in your previous job before joining insurance Biz?
6 years
Was it more of a Push or Pull Factor? Can you elaborate a little?
It was more towards push factors. I was a CPA at that time but my agent was an O Level qualified however he could afford a car but I couldn’t therefore I decide to try under a calculated risk approach.
How long have you been in insurance Business?
This is my 14th year
What was the biggest fear before joining the biz? How did you overcome it?
My biggest fear is why would people need to give me an appointment opportunity and matching my income. Create differentiation in my presentation & advisory. Target 1 high potential appointment a day from Monday – Friday
In your own opinion, what are the key attributes of your success?
The Huge 1st part of my career was Determination. The last 3 years was purpose-driven.
What are some of the awards you have achieved?
My memorable awards were Top New Agent and 5 consecutive President Conference Qualifier with AIG
What is your specialization in insurance?
General Insurance followed by Employee Benefits and Individual Planning
What are the key challenges when you first join? How did you cope & overcome it?
Challenge
The key challenge is how to build continuous new business leads and create a niche difference
Overcome
Knowing that that I have only 61 leads to work on therefore for each appointment, I would stage my client to willingly provide quality referrals to me after experiencing my advisory journey process.
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