My Career Journey 🌄

Hi I’m Jace, and this is why I do what I do!

First let me bring you through my career journey!

 

My career journey started in a local insurance company

As a tied insurance agent then, I struggled with adding value to my clients.

Mainly did cold prospecting, for example cold calls, door knocks, and roadshows.

It was very pushy and salesy, and I thought it didn’t feel right to clients nor myself.

Dejected, I made the decision to leave the company & industry, to venture into different fields for different experiences.

 

Digital Marketing was my next career

I was glad to have this skill in this time and age where digitalisation is so prominent.

However it was not what I really want to do, so onto the next journey I go.

 

Sitting alone at home…

I brainstormed what my current skillsets and experience can propel me towards.

Insurance Sales + Digital Marketing, let’s dive back into this industry.

 

Found a local Resale/Traded insurance policies company, and got into the Acquisition Team!

Was an above-average producer there and happy with my job.

Felt that I was value-adding clients by helping them exit their insurance policies with more cash.

 

A few months in, I received a call.

“Hi Jace, you are selected for the Data Analyst track in TFIP (Technology in Finance Program)”

Was shocked that I got selected, and the job prospects were much better than where I’m at currently.

My salary will be doubled if I join this program.

It was a no brainer, and there I went.

 

Being a Data Analyst, I could only use one word to describe: Boring.

Sitting in the office 9 – 5, churning out dashboards, it didn’t feel like I was doing meaningful or purposeful work.

 

Reflected on my career journey and asked myself 3 questions:

1. What do I truly love to do

2. How can I get paid for it

3. How to be sustainable

 

Answers:

1. Personal Finance

2. Financial Services

3. Word of Mouth

 

Lightbulb moment, my whole career journey and experiences tied in together and lead me where I am now.

 

Criteria for the firm I join:

1. Must be Independent

2. Strong Investment Team

3. Extensive Partnerships

 

After interviewing countless financial institutions, namely banks, insurance companies, financial advisory firms, and independent financial advisory firms, I made my decision.

 

Financial Alliance (Largest IFA in SG) checked all the boxes, the culture here is so warm and welcoming.

The consultants here are industry veterans, with wealth of experience.

Most of us came from banks, insurance companies, or financial advisory firms.

Because after being in the financial services industry, we realised the importance of being INDEPENDENT.

Only so where we can truly say we provide unbiased advice, and our interest is aligned with the client’s.

 

I got goosebumps at this exact moment, where I’m typing down my whole journey bringing you my audience through how I get where I’m at.

 

3 things I can promise my clients:

1. Unbias advice

2. Genuine & authentic

3. Aligned interests

 

My mission is to Right the Wrongs in the Financial Services industry, Cut Down Bad Market Practices, and Empower Consumer Decisions.

My vision is to let more friends and families experience true Independent Financial Advice, which is why I work solely 100% through word of mouth.

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

Jace Ong

What Independent Wealth Advisory means:

1. Conflict-Free Advice

2. Strong Investment Team

3. Extensive Partnerships

Mission -> Right the Wrongs in the Financial Services industry, Cut Down Bad Market Practices, and Empower Consumer Decisions

Vision -> let more people experience Unbiased Independent Advice, by being Genuine & Authentic, with Aligned Interests, therefore working solely through 100% Word of Mouth

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  • 150 Beach Road #12-01/08, Gateway West Singapore 189720
  • +65 62221889
  • +65 62221019
  • feedback@fa.com.sg

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