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Anonymous
Do not mean to offend anyone and really not sure if I'm asking too much. I am looking an insurance agent, preferably born in 1993 or younger to take represent me till old age. Preferably at least in the industry for 3-5 years as an "assurance" that he/she isn't just "trying out" as an agent, but someone actually passionate about the job to help "protect" their clients. Am an undergraduate. Appreciate the help.
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Benjamin Goh
26 Jan 2021
Financial Consultant at Prudential
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Clarence Kwa
26 Jan 2021
Financial Services Consultant at AIA Singapore
Hi there, if you are still looking for a financial consultant, you can reach me via [email protected]
It is always good to have an idea of the kind of financial consultant you would like to engage because a financial consultant role is someone whom you can trust and provides efficient assistance whenever you need. I strongly believe that it is good to take your time and explore your options. Meet up with different agents and find a suitable one.
What I can do for you for a start is a simple sharing session, firstly by formally introducing myself to you before diving into any of the products, followed by answering any queries you have regarding insurance. Hope you'll give me this opportunity, cheers!
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Elijah Lee
25 Jan 2021
Senior Financial Services Manager at Phillip Securities (Jurong East)
Hi anon,
Sorry, I'm too old based on your requirements. Please reach out to Hariz at [email protected] who is another advisor that I can whole heartedly recommend. He's 27 so that fits your criteria.
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Zac
24 Jan 2021
Noob at Idiots Invest
I do know a few contacts who fit your description. Your requirements are reasonable. That's really what insurance agents should be, and there are many out there like that. Let me know if you're keen to meet one of them.
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How about someone who will educate you on what you will need, how exactly each of the insurance/inve...
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Hi Anon thanks for your message, I'm currently 24 this year and can certainly stick with you until old age. I am more than happy to meet with you and for us to get to know one another better. It will be strictly a no selling session and just for you to trust me coz I believe strongly in not selling anything in our first meet up unless you are looking to buy in the first meeting.
In short I didn't join this to try out, I spent 1+ years considering before I joined and I hope this is of some assurance for you.
Do feel free to message if what I say matches with what you're looking for.