JERMAINE JULIANA TAN
Financial Services Consultant
Clients call Juliana an eleven out of ten for her stellar client-oriented approach and passion for helping others through her profession as a Financial Services Consultant and insurance agent. Known to many as “Ju,” Juliana’s first job after graduating with a diploma in Information Communication Technology was as an IT specialist for the Broadband & Services industry. By chance while at that job, she ran into her former mentor, who convinced her to pursue her present career. Agreeing that financial advisory services would be a greater opportunity to help people, Ju took a risk and quit her IT job at the time to pursue her new goal to become Financial Services Consultant.
While it would have been great if it all worked out seamlessly, Ju admits that her path was filled with challenges. By nature, she’s an introverted person and can have difficulties talking to people let alone starting a conversation with strangers during street canvassing. There were plenty of rejections on the ground and no one was willing to do a short survey with her. It was demoralising as a newcomer, but she was determined to turn her rejection into a learning opportunity.
With a “now or never” attitude, Ju gritted her teeth and persisted with her decision. She eventually archived fast track & Quality Club Elite in her 1st year without setting out to do so. She also had her mini breakthrough archiving AIA Million Dollar Club Member.
This profession appeals to Juliana most because it allows her to add value and make a meaningful difference in the lives of others. Her goal is to educate people about the value of insurance and also to make a positive impact on other people’s lives. Ju strives everyday to establish a reputation as a reliable agent who is memorable and reliable and wants to eliminate the misconception that insurance agents are motivated purely by profit.