Since embarking onto the financial industry for almost 14 years,
As a founder of SP-ATOM-SJGroup, Alan's consultancy has won several awards and other achievements - for instance, earning the
As an
Apart from his prior experience in being a Senior Business Manager in
Receiving his acclaim from past clients, Alan has been praised to be a true professional in his field, simplifying the understanding of the risks and possible opportunities to help manage his client's insurance needs. His experience has made him a highly capable financial services consultant, who puts his customers at the heart of everything he does, making him trustworthy and proactive as well.
Additionally, Alan has worked with multiple financial services consultants over the years, many of whom truly enjoyed working with Alan and his team. As a team leader and mentor, he has been consistently praised by the financial services consultants under him as being a caring and diligent leader who does his very best and gives his utmost attention to every member in his team, to ensure every financial services consultant under him achieves success in the industry.
Another AIA Financial Services Consultant under Alan,
"Alan's approach to mentoring each individual in the agency is consistent, encouraging and innovative. He conducts weekly one to one mentoring sessions and bi-weekly productivity meeting for all to bounce off ideas and share problems. He always does his best to establish a comfortable working relationship with all of us such that we are always welcomed to raise any difficulties we may face at work or about life. I admire Alan as a leader, who always prioritises learning and exploring new methods of working although he has many other duties. For instance, in the face of the recent pandemic outbreak, he was quick to highlight to us about the importance of adapting and embracing online solutions to continue providing our customers with the best service experiences and made sure to share with us what we could do to improve our online presence. His proactive approach to solving any challenges, motivates me to work harder and smarter!" - Sim Yue Xin,23
Alan has personally revealed how he works for and with his clients, and ensures the best financial planning for whomever he works with and has worked with. This methodology which his team at SP-
1. Placing himself in the shoes of his client and combining it with his experience.
Alan uses his ability to converse and understand to advise and address necessary information during their life stages, letting his clients understand the relevant and potential scenarios that could arise. Being responsible in setting the core foundation in financial planning, Alan helps his clients to achieve their goals with a holistic approach to address their needs, based on their life stages.
2. Using Technology to his advantage
With modern day technology coming into play, Alan uses this to his advantage by using AIA iResource tools which he uses to help his clients see and understand their shortfall with clarity. By helping them answer the 'What if' to map out their current situation and to create a plan that suits their desired goal and identifying the do's and don'ts in which can be attainable and achieved with the right expectations in the timeline set, Alan incorporates financial advisory via Financial Health Review with clients to craft out the best suitable financial plans for his clients.
3. Seeing the big picture
After devising an appropriate plan for his clients, Alan would work with his clients to figure out which insurance products / plans that would be suitable to help them reach what they want to achieve based on their risk appetite. Committed to building long-term relationships, Alan meets his clients on a regular basis to follow-up on their insurance portfolios to help ensure that they are on the right track to attaining their financial goals so that they can enjoy their desired golden retirement and, ensuring that they are adequately protected at all times. With extensive experience in the financial services industry, Alan helps clients from all age groups to execute their desired financial plans and goals, providing them with relevant financial perspectives.
Alan is committed to building a vibrant and efficient team of young, motivated, and hardworking individuals to bring about the best financial services in
Alan is part of the SP-ATOM-SJGroup, an authorised representative of
Media Contact
Company
Contact Person:
Email: alantok@aia.com.sg
Phone: +65 94358811
Address:AIA Alexandra,
City:
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Website: https://www.facebook.com/ATom-SJgroup-1799873043573597/?ref=py_c
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