Financial Advisor: Combining Persistence and Passion

When I was about to leave my work as an engineer, my family, colleagues, and superiors were telling me “sayang yung pinag-aralan mo”. I can honestly say that from the day I decided to be a full-time financial advisor until now I never felt I lost anything. Seriously, why would I with all the love I received from my clients telling me how pleased they are to have me as their advisor?

Being a financial advisor I face rejections from the moment I started working until I stepped out of the office.

But just like how gold is being put under fire to remove impurities, rejections are not new to me anymore.

If it is going to lead me to a client that will need my help then I don’t mind those rejections.

Critical Illness Claim

I will be sharing a story with you that had made rounds on FB. This is about the persistence of a financial advisor, Grace, to Carlota in getting life insurance.  Here is her story of getting life insurance thru Grace.

Our Duty as Your Financial Advisor

“Si Grace kasi ang kulit kulit” sabi ni Carlota.

I remember before our meet up for a Financial Planning – the schedule was really tight for her and her team to meet me and my colleagues.

They all signed up but unfortunately si Carlota lang ang tumuloy sa application to get insurance. May purpose talaga si Lord sa decisions natin.

Ito yung reason naming mga Financial Advisors kung bakit kami nangungulit. Ayaw namin na maunahan kami ng sickness, accident and disability.

Carlota, thank you for letting me share this to create awareness on the importance of getting life insurance – protection from the “WHAT IFS” of life.

Life insurance companies really pays even a client only paid a part of the premium and the policy was only enforced by less than a year.

In case of an unfortunate event like this, we will help you to cope with your finances, that’s our promise.

We will give you peace of mind and a brighter future for your family.”

*Minor edits were made on the original post shared by the financial advisor.


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