Why do financial advisers try so hard to be the “ideal” person?
Minus the “I’m here not to sell you anything but I’m here to share with you” and when you reject their approach they kept pushing you to set up appointments, one thing I don’t get is the over-glorification of their efforts.
The sob stories they post on Instagram once they achieve “Top Rookie” or “MDRT”, the endless motivation quotes to tell them to keep going when times get tough, expressing their love and admiration to their mentors etc.
Telling everyone else that their job is the most meaningful cause they’re helping others. Like is it’s a whole shit fest.
I don’t see other professions acting the same way they do? Like we do have our fair share of problems at work but we never post it online.
Professions who truly help others like social workers, nurses, paramedics and many others do it on a daily basis but they don’t flaunt it on social end.
Why they like that ah?
Netizens’ comments
- I know of 1 insurance agent, actually removing her IG that contains the photo of her husband and tries to act like she’s single to be appealing.
- The whole industry is based on deception and false confidence in something which is fundamentally uncertain. What do you expect?
- If you got trouble hitting quota you want your Director to throw you some good bones? Or you want them to throw you challenging leads? Of course must be grateful la. Or appear so
The most successful agents I know, including mine, are no nonsense, get to the point and do the work properly and fast
He knows I only buy protection policies. He nv pushes any ILP to me because he knows I won’t buy. Rather than spend 3 hours convincing me, he spent 15 minutes to get the paperwork done and move on the his next client
I refer people to him because he no nonsense no pushy. Do some of them buy ILPs? Yes and I say they need it because they spendthrift and dunno how to invest. Better to lock up their money in an ILP then
He also service some high net worth contacts of mine. Again no nonsense. Sell them what they need. Their protection policies are crazy. And they have exotic insurance for exotic stuff they own
He spams me info on new policies. I choose to read or just ignore. But if I see something I want, I reach out to him and we just transact. Another 15 minute deal
Anyway I digressed. Most agents don’t think for themselves. They listen to their top. They think what the top did to get there is correct. So they just blindly do. But they don’t realised it’s them burning their network. The top gets a cut but at no cost