E-SHINE GROUP
We care. We Grow. We Shine
An AIA-affiliated agency
GAN CHIA HONG, a former engineer, embarked on a journey in financial planning 10 years ago and has not looked back since. Venturing into unfamiliar territory, he discovered a fulfilling career and a true calling to serve others as a life planner. He witnessed firsthand the transformative impact of sound financial advice and strategic life planning on individuals and families. He is now encouraging others to explore financial planning as a rewarding career.
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1. What inspired your shift from an engineering position at a multinational corporation to a career in life planning?
My move from an engineer to a life planner role came naturally as I have witnessed in my own life and of my loved ones how effective life planning can help you in times of need. It involved shifting focus from technical expertise to interpersonal skills and financial acumen. I discovered a passion for assisting others to secure their financial futures. I realized the potential to make a meaningful impact in people's lives through insurance planning. In the process, I saw how my finances improved with the rewards and recognition I received from this meaningful work.
2. Can anyone become a life planner?
Yes, anyone with dedication, a willingness to learn, and strong interpersonal skills can pursue a career as a life planner. While having a finance, sales, or customer service background can be advantageous, it's not mandatory. Life planners come from diverse professions, such as engineering, healthcare, and education. Even homemakers possess valuable skills like empathy, organization, and multitasking, which are highly relevant in life planning. Many homemakers have experience managing household finances, providing a solid foundation for assisting others with insurance planning. Ultimately, the ability to understand client's needs, communicate effectively, analyze financial situations, and offer tailored insurance solutions matters. With proper training, licensing, and ongoing professional development, individuals from varied backgrounds, including homemakers, can excel in this fulfilling career. AIA offers specialized training for those interested in pursuing this path.
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3. How does the life planning industry recognize your contributions?
I have received recognition and rewards for my contributions and achievements, such as
incentive trips to exotic destinations and awards for outstanding performance. These
recognitions validate my hard work and dedication and motivate me to do even better, bringing a profound sense of fulfillment and pride in my work.
4. How does being a Life Planner result in a meaningful income, and how does
this affect your overall career satisfaction?
Being an Insurance Life Planner offers significant income potential, with commissions and bonuses reflecting the value of my services and expertise. This meaningful income provides
financial security for my family and me but also allows me to make a positive impact on the lives of others by helping them secure their financial futures. This sense of purpose and fulfillment enhances my overall satisfaction with my career as an Insurance Life Planner.
5. What advice would you give to someone considering a career in life planning?
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My advice would be first to gain a good understanding of financial principles and develop strong interpersonal communication skills. Life planning is not all in the numbers; it's about understanding people's aspirations, fears, and values. Additionally, seek opportunities for continuous learning and professional development in financial planning, psychology, and communication. Building trust with clients is crucial, so prioritize honesty, integrity, and
empathy in all your interactions. Finally, be prepared for the rewarding but challenging nature of the work – it requires patience, resilience, and a genuine desire to impact people's lives
positively.
As a first step, I invite you to check out my agency, E-shine Group, to find out more. AIA’s
Elite Academy program provides a comprehensive training and attractive allowances to assist you in your career switch to life planning. We look forward to hearing from you.
