Which kind of financial service agent would you be?
by Penny on July 6, 2009
If you were planning to be a financial service agent, which would you consider being?
- A unit trust agent
- An insurance agent
- A full-fledged financial planner managing investments to estate planning, etc
- Etc?
And which financial institution would be a company of your choice?
- Public Mutual
- CIMB Principal
- Prudential
- AIA
- Allianz
- Great Eastern
- ING
- Etc?
I’m just curious as to how people decide which type of financial agent they want to be and why.
If you have never considered being one, would you think about this option now? What are your perceptions of such agents anyway?
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A little bit about Penny, author of this blog
I want to learn the art of creating, managing and preserving wealth. It's not as easy as ABC but I believe it can be done well with lots of determination, discipline and perseverance. To date I've written 211 posts relating to money matters on this site.
I own a blogshop, Penny's Online Shop, offering trendy ladies apparels at very reasonable prices. I also write a shopping blog, a mummy blog as well as a contributor to a health & wellness blog.
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{ 6 comments… read them below or add one }
Unit trust, Public Mutual, because your job overs when the market closes.
Im a Public Mutual consultant,
Ya, Financial Fool, my job as a consultant is never over even the market are close for the day.
I strongly encourage people who are going to start going into investment world.
Is like our schooling life,
Unit trust are like a primarily school for me to learn about investment.
I would prefer to not tie to only ONE but a bunch of others to get the best for my clients if I chose to be a Financial Planner.
Financial Fool, true but I guess meeting people is part of the job and that doesn’t quite end when the market closes. But still a great position to be in!
Mike, I tend to agree with you about continuous education…
Jason, I don’t know much about the actual position of a financial planner, but in this country, aren’t financial planners pretty much tied to 1 particular company or they can sell all products in the market?
Well, I decided to be a Prudentail agent 6 years ago and never regretted my decision. It has been fruitful 6 years and there were many accomplishment.
This is an unique trade.. you need to enjoy meeting people. That’s the priority! Not making lots of money.. that’s second
Read more about me in my blog yea!
I started with Public Mutual because I wanted to learn more on investment. Mutual fund is my stepping stone into investment world. It has been two fruitful years already and now I am ready to be graduated and start venturing into stock market and property investment. After I mastered them (and get few accreditations upon trainings and exams), then only I could upgrade myself to become a full fledge personal financial advisor.