TAN JEE SIAAN THOMAS
Top New Financial Services Consultant 2022
SP-DLAU-GRINWEIVWEALTH
Sales is not about selling anymore, but about building trust and educating.
Siva Devaki

ACCOLADES

Top New FSC 2022
MDRT COT Qualifying Member 2023

Highlights

Accreditation

  • Top New Financial Services Consultant 2022
  • Centurion Member 2023
  • Prestige Club Member 2023
  • MDRT Court of the Table - Qualifying Member 2023

About Thomas

Thomas Tan made a bold decision to leave his successful banking career in 2021 to join AIA at the height of the COVID-19 pandemic. In just 16 months, he has achieved remarkable success, including qualifying for Court of the Table (COT), a Centurion member, and ultimately clinching the title of Top New Financial Services Consultant.

Thomas attributes his success to his proactive approach in constantly keeping up-to-date on world news and financial markets to better serve his clients' evolving needs. This key strength was particularly useful during the pandemic, when he took the initiative to learn and familiarise himself with the latest technological advancements so as to provide his clients with a consistent level of services during uncertain times.

Beyond that, he finds immense satisfaction from building rapport and forming friendships with his clients. By establishing such connections, Thomas is able to take a holistic view of his clients’ situations and plan the appropriate portfolios for them accordingly.

Thomas is driven by a quote from Siva Devaki - “Sales is not about selling anymore, but about building trust and educating.” – which guides him every time he meets his clients. He hopes to inspire his fellow consultants to persevere and constantly strive for excellence in everything they do, and to be resilient to the challenges they may face in the future.

Lastly, Thomas would like to take this opportunity to express his gratitude to his clients for putting their utmost trust in him and for giving him the chance to serve them.

Keep shining, Thomas! You are an inspiration, and we are so proud of you!

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