Financial Consultant Testimony
Jeannie Loo
Prudential Senior Financial Consultant
Jeannie believes that everyone deserves to experience tailored holistic financial planning to have a clear direction of their financial roadmap and receive good financial advice. She is passionate about helping her clients plan better for their future with her expertise and experience.
With a heart to serve, Jeannie achieved Premier Bronze and Top Rookie Financial Consultant in 2021. Her hard work and consistent efforts led to her promotion to Senior Financial Consultant within 8 months of joining the industry.
As a learner who constantly seeks to improve herself to provide excellence in service, Jeannie strives to improve herself to add value to her clients and the people around her.
How has work changed your life?
Work-life integration where I don’t feel like I’m working, and I truly love what I do.
I feel fulfilled when aiding people in financial awareness to people and preventing pitfalls. Also, helping to solve potential financial blind spots and planning to reach their goals. Every relationship with a client is special because you are there during their best and worst moments.
What are some of the challenges you faced?
It can be an extremely slow process. People are generally still sensitive about revealing their finances.
How did you overcome it?
Build trust slowly – when people know you are genuine and truly care, they will open up.
What advice would you give to people considering this career?
Do things right and the right things will come. Stay resilient.
Jeannie Loo
Representing Prudential Assurance Company
Singapore (Pte) Ltd
Reg No. 199002477Z
www.prudential.com.sg/FC-info