Very good and responsible agent, will not left us alone when she is needed
-Tan
My Favourite Advisor (MFA)
The MFA is organized to honor APFinSA Awardee who is the most popular among his/her peers and clients.
The LPA Team is my favorite advisor, ranked among the top 10 in the Asia-Pacific region and holding the No. 1 position in Malaysia with 939 votes.
Job Requirement:
Independent with persuasive interpersonal skills and results-driven.
Exhibit strong negotiation and problem solving skills.
Good written and verbal communication skills.
Fluent in English and able to understand Mandarin.
Must at least possess or currently pursuing a Diploma in Business Studies/Administration/Finance/Economics/Marketing/Actuarial Science or equivalent.
Good attitude and responsible character.
Business-minded with entrepreneurship skill.
Active in social media is a plus.
Job Description:
Attend training sessions on business branding, personal development and leadership, guided and coached by award winning mentors and trainers.
Advise on and sell life, accident and other types of insurance to new and established clients.
Obtain information about customers’ circumstances necessary to determine appropriate type of insurance and conditions, negotiate and explain insurance policies to customers.
Candidate must possess or currently pursuing a Bachelor’s in Business Studies/Administration/Finance/Economics/Marketing/Actuarial Science or equivalent.
Possess good leadership skills, motivation abilities, able to work in a team and driven to achieve goals.
Willing to travel if necessary.
Fluent in English and Mandarin.
Job Description:
Participate in all training programmes provided by LPA Wealthy Advisory.
Provide customer service support to financial advisory.
On field training experience after attending the trainings provided by LPA Wealth Advisory.
Provide Need Based Selling analysis, financial status and proposing suitable plans that meet their criteria.
● Established in 2004 by the National Association of Malaysian Life Insurance and Family
Takaful Advisors (NAMLIFA).
● AKARD has become the benchmark premium award recognition for business excellence
amongst the Life Insurance and Family Takaful Fraternity.
● It represents high quality, high performance integrity.
● An annual reward and recognition by Great Eastern for outstanding performers.
● To motivate agencies and individuals to strive hard towards their goals, the Supremacy
Summit brings outstanding performers to various countries as a travel reward.
● Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, was founded in 1927
● It is a global, independent association of more than 72,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories
● MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service
● MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business
● Up to date, 10 from LPA Team are MDRT members
● The Chinese Insurance Agency 500 (CIA 500) was established in 2016 to set the standards for insurance and financial service professionals in the Chinese community all around the world
● Mission: To glorify, progress and excel together
● Aim: To gather leaders of the global Chinese insurance industry to communicate, share, learn and grow together in order to strive towards a better future
● CIA 500 is a standard of excellence specially awarded to an outstanding team and great leader. LPA Team is proud and honoured to be recognised as a part of CIA 500.
● In 1998, The International Dragon Award (IDA) was set up by IMM International during the second Worldwide Chinese Life Insurance Congress (WCLIC)
● IDA has been valued and approved by the worldwide Chinese insurance and financial industry ever since their founding years
● The qualification of an IDA member not only outlines a milestone into their business and life, it also indicates that one has stepped into a field of higher professional knowledge,personal growth, high-quality thinking and lifestyle
● Thus, IDA is able to build up one’s international status while advocating high quality and satisfactory lifestyle for their members
● In 2021, 12 exemplary members of LPA Team have achieved IDA
● We continue to strive towards a goal to increase IDA achievers in order to provide the people we serve a sense of trust and liability
● APFinSA awards was launched by the Asia Pacific Financial Services Association (APFinSA) in 2019
● Aims to celebrate the endowment and recognition among over a million financial services professionals internationally along with the entire financial community across the Asia Pacific Region
● LPA Team won the APFinSA Leadership Award for two consecutive years – 2020 & 2021
● The Great Iconic Leaders Club is specially crafted for Great Eastern’s Crème-de-la-crème leaders that are visionary and have achieved greatness in quality agency management
● Being part of this exclusive club not only represents our success as a million-dollar direct group agency, but also symbolizes our undivided and strong leadership in driving high-activity ratio, consistent recruitments, retention of sizable manpower and quality business with a minimum growth rate of 20%
● Our very own director, Ms Goon Mei Lean is one of the Great Iconic Leaders Club achievers for 2 consecutive years awarded by Great Eastern
● The Chartered Insurance Agency Manager (CIAM) designation was created by Life Insurance Marketing and Research Association (LIMRA)
● Aim: to provide a track for professional development and a benchmark for measuring and recognizing a manager’s performance.
● CIAM is a mark of professionalism, competence, and modern leadership in today’s insurance marketplace.
● Our founder and director, Tan Lay Peng was recognised as a CIAM since the year 2018 by LIMRA, proving his years of dedication and commitment towards the agency.
● LPA is an In-House Certification designed to provide participants with a high standard of knowledge in Personal Financial Planning, Practical Skills and Tools to be a Professional Life Planning Advisor.
● Up to date,20 LPA-ians have been certified as Life Planning Advisors under Great Eastern.