E-SHINE GROUP
We care. We Grow. We Shine
An AIA-affiliated agency
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Meet LIM PUI KING, a life planner who transitioned from a Senior Lab Assistant 20 years ago. Motivated by improving her standard of living, she discovered a deeper purpose in safeguarding others' livelihoods. Her commitment and outstanding performance have earned her numerous accolades, including MDRT recognition from 2021-2024 and the International Dragon Award from 2021-2023, and she has been a Star Convention qualifier for the last eight years.
AIA's incentives, like overseas trips and continuous learning, have fueled her growth and satisfaction. Balancing career and family through meticulous planning, Pui King advises clear boundaries and prioritizing self-care. In team-building, she values passion, integrity, and strong interpersonal skills, fostering a culture of learning and collaboration.
1. Can you tell us more about your journey into the life planning profession, what motivated you to pursue this career, and how your previous experiences prepared you for this role?
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My journey into life planning began 20 years ago with a significant career transition from a Senior Lab Assistant. The initial motivation for this shift was to improve my standard of living. However, as I delved deeper into this profession, I discovered a higher purpose: to protect the livelihood and lives of the people around me. This realization brought me deep satisfaction in making a positive difference in people's lives. My previous experience in a structured and detail-oriented environment was instrumental in developing the organizational skills crucial to financial planning.
2. What specific skills and strategies have you developed that have been crucial to your success in building trust with clients and safeguarding their financial well-being?
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I have honed several essential skills throughout my career, including effective communication, active listening, and empathy. These skills are not just tools but the foundation of trust-building with my clients. They help me better understand my clients' needs and concerns, allowing me to provide tailored financial solutions. Additionally, time management and proper planning have been vital strategies. I ensure I am always prepared and available for my clients, reinforcing their trust in me. Maintaining a professional image and continuously updating my knowledge through learning opportunities have also been vital to my success.
3. How have the incentives and opportunities provided by AIA, such as overseas convention trips and continuous learning programs, contributed to your professional growth and personal satisfaction in this career?
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The incentives and opportunities provided by AIA have significantly impacted my professional growth and personal satisfaction. The overseas convention trips have broadened my horizons and provided valuable networking opportunities. However, the most crucial aspect has been the continuous learning programs.
To learn more about Life Planning, check out E-shine Group. As an AIA agency, we offer paid comprehensive training and attractive allowances under the AIA Elite Academy Program to assist you in your career switch and life planning.
These programs ensure I am always up-to-date with the latest financial planning strategies and products, enabling me to serve my clients better. This commitment to continuous learning has contributed to my motivation and enthusiasm for work and significantly accelerated my professional growth, recognizing and rewarding my efforts and achievements.
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4. Balancing a successful career with family life can be challenging. How do you achieve this balance, and what advice would you give young professionals who aspire to excel in their careers and personal lives?
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Balancing a successful career with family life is not just a challenge but a necessity. One of the most significant benefits of this profession is the freedom to plan my own time. It does require meticulous time management and prioritization. I plan my schedule to ensure I have dedicated time for my professional responsibilities and family. This balance is not just important for maintaining overall well-being and satisfaction, but it is also key to long-term success. I advise young professionals to set clear boundaries and make time for self-care and family activities, as these are the pillars of a balanced and fulfilling life.
5. Building a team is a significant milestone in any career. What qualities do you look for in potential team members, and how do you foster a supportive and productive environment to ensure their growth and success in the life planning industry?
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I look for passionate, driven individuals with strong interpersonal skills when building my team. Integrity and a genuine desire to help others are also crucial qualities. To foster a supportive and productive environment, I focus on enabling a culture of continuous learning and collaboration. I provide regular training, coaching, and opportunities for professional development. Encouraging open communication and recognizing achievements also helps build a motivated and cohesive team, ensuring their growth and success in the industry.
