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SUCCESS STORIES

Trace Wong

Coming from a secretarial background did not do anything to allay my fears of meeting people to pitch a sale.


However, having the discipline and habits of a 9-to-5 work culture was helpful in preparing me when I pivoted to insurance sales. I made the bold transformation 30 years ago through a blind advertisement for insurance services recruitment and never looked back since. I am now happy and satisfied with my professional status and value the ability to enjoy personal down time with my family.


Working very hard to learn business knowledge, and bracing myself to confront many aspects of the life insurance business was probably one of the most challenging moment in my career switch path. While my social network was quite small then, I was determined to overcome the shortcomings by getting involved in business network and improving her prospecting methods.


My lifetime MDRT award in the financial planning career is a clear testament that discipline, attitude and best efforts always work together for good, and the starting points do not really matter. I aim to continue to upgrade myself in order to remain competent when standing beside the younger new consultants who are joining the industry.

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Other Success Stories

Phua Ser Jin

A Senior Manager’s Lost and Found

I am glad I made the mid-career change when I was younger and could have the time and opportunity to re-market myself.

Cecil Bong

Accountant pivoted to Financial Services

My hard work and resilience paid off, as I eventually built a strong base of customers and earned multiple awards.

Tan Seng Chuan

Post-army Career Choice

If anyone is considering to embark on a midcareer switch, my advice is to have open conversations with mentors or veterans to assess your priorities and options in planning the move.
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