Financial Services Consultant at AIA
I'm a Financial Services Consultant
My forte is to educate clients to prepare for their Retirement needs, to protect and grow their wealth, so that they will have a contended and carefree life even when they live beyond their extended age.
I was initially from the Banking Industry. After being retrenched from a company I had worked long and loyally in, and a stint in a Wedding Favor business, I became a Financial Services Consultant in 2004.
Having experienced unsatisfactory service from consultants before, I work first and foremost for the interest and benefit of my clients; securing my clients’ financial well-being first, above personal gain.
Integrity, honesty, loyalty, hard work and genuine care and concern for clients are my hallmarks. Over the years, I have developed close relationships with my clients and we have become friends. I keep in close contact and periodically review clients’ financial status with them. My loyal clients, personal referrals and repeat business are the foundation to my career.
Enjoys food, cooking, baking and holding food parties.
She is a senior consultant with us and has gained everyone respects of her unwavering commitment and determination in this insurance industry. She learned fast with very serious learning attitude. Her customers are very comfortable with her services as she do not pressure them for any sale. She is very patient with her customers and follow up closely with them. Her clientele’s are from many generations in the same household, example-Grandparents to parents to children to grandchildren......
The best part of this career is that there is no retirement age and she can continue to service the customers forever.
Well done and keep this burning passion going!
April 20, 2021 - David worked with Helen on the same team