零基础闯进保险行业

零基础,我是怎么闯进保险这行的?这一期讲我从国际贸易转行,头一年陌生拜访被拒到怀疑自己,到后来才明白,听懂客户真正的需求,比会说话更重要。

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丁翊洵 Isabelle Ding Yixun

新加坡专业理财顾问 | 职业女性 | 两个孩子的妈妈

来自中国苏州,扎根新加坡十多年。

曾在保险公司奋斗十年,从无数次陌生拜访中成长为客户信赖的理财伙伴。

2023年起,成为新加坡鑫盟理财的专业理财顾问。

持有注册财务规划师(Certified Financial Planner)及新加坡银行与金融协会高级认证(IBF Advanced)。

我相信,理财不单单只是卖产品,更是用专业为每一个家庭打造属于自己的人生底气。

“理财这条路,我愿陪你一起慢慢走。” ❤️

Financial Advisory Manager | Career Woman | Mother of Two

Originally from Suzhou, China, now based in Singapore for over a decade. I spent 10 years in the insurance industry, growing from cold calls and rejections to becoming a trusted advisor to my clients. Since 2023, I have been serving as a Financial Advisory Manager with Financial Alliance. I am a Certified Financial Planner (CFP®) and hold the IBF Advanced certification from the Institute of Banking & Finance Singapore. I believe financial planning isn’t about selling products — it’s about using expertise to empower families and create peace of mind. No goal is too big or small — what matters is starting the journey and enjoying every step of the way.

“Let’s build your financial future — step by step, with purpose and care.” ❤️

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