facebookWhat are some characteristic of good Insurance agents/Financial advisors? What are some things you want them to have? - Seedly

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Anonymous

01 Aug 2022

Insurance

What are some characteristic of good Insurance agents/Financial advisors? What are some things you want them to have?

Discussion (4)

What are your thoughts?

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1) A good listener who listens well to understand your needs. Not just listen to give you what they THINK you need, but truly understand your needs, situation, plans etcs.

2) To add on to good listening, he/she must be able to ask good questions to draw out from you what's really in your heart and on your mind. Not everyone knows their needs or have the best plan. It's important for he/she to be able to ask good questions to help client understand their own needs.

3) Clear, detailed & impartial. That has to do with their integrity & knowledge of the products. An honest one who has your best interest at heart.

Tan Siak Lim

03 Aug 2022

CFP. Director, Financial Advisory Group at Financial Alliance

Independence, you don't want the agents to be pushing their own companies' products when there are better products from other companies.

Billy

Edited 02 Aug 2022

Development & Acquisitions Manager at Real Estate Private Equity

1) Being impartial - I've met with agents that would simply tell you all the good stuff but leav...

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