Finding His True Calling
As the breadwinner of their family, he had to shoulder his father’s growing medical bills. With the increasing expenses, he had to look for a part-time job as his savings was slowly depleted.
In 2017, an opportunity opened up for him to become a financial advisor for AIA Philippines. Jason realised he could work part-time in the insurance industry while keeping his full-time job as a flight attendant. “As a flight attendant, we normally fly only for 12 days, giving us the rest of the time to do what we want. But instead of wasting my time and resources being idle, I decided to train as a financial advisor and develop my skills and client base when I am not flying,” he explained.
Jason recalls what truly cemented his belief in his career as a financial advisor was when he met an accident while at work. “I suffered from a slipped disc. I was hospitalized and was not able to fly for several days. Luckily, I had the foresight to protect myself months earlier and availed of a policy from AIA Philippines which covered daily hospitalization benefits and continuous income in case of any accidents and other critical illnesses.”
A few months after starting as a part-time financial advisor, he invited other cabin crew members to join him. Despite only working part-time, he was able to achieve full-time results, leading his agency in production and earning a lot in commissions.
A Promising Career
Jason eventually left the aviation industry to become a full-time financial advisor after he realised it was better for him financially and at the same allowed him to help more people protect themselves against risk. In less than a year, he was able to qualify as a member of the Million Dollar Round Table (MDRT), an association internationally recognised as the standard of excellence in the life insurance and financial services business, after reaching the stringent requirements needed. Three years after signing on to work full time as a financial advisor, he is now on his way to building his own agency, handling a team of 7 managers and more than 40 financial advisors from various professions.
“As a financial advisor, I have become more passionate with what I do because I realized this career has a purpose of helping others," he shared. “The beauty of this profession is that it’s not about selling insurance—it’s about building your own business and building relationships with our clients by analyzing their financial situation and providing sound advice that helps them reach their dreams and goals in life.”
He hopes millennials his age can make use of the time they have in their hands to grow and learn at AIA Philippines. “Let me share with you a quote by businessman and philanthropist Richard Branson, ‘If somebody offers you an amazing opportunity but you are not sure you can do it, say yes – then learn how to do it later!’ As millennials, we have so much time in our hands, we always want a fun environment, professional growth, and income. You can achieve all of these as a financial advisor at AIA Philippines. As a piece of advise for those who are struggling in their career, as Mark Cuban once said, "if you are not yet successful then say yes to every opportunity." Because when you do, 99% may not work, but that 1% may be your game changer. And If you don’t, for sure, 100%, you will miss out on the opportunity to learn.
AIA Philippines welcomes aspiring insurance entrepreneurs to be part of their purpose-driven business that will give them the power to change their lives and the lives of others. With AIA Philippines’ solid franchise business model, future financial advisors can leverage on their strong brand, world-class training, and state-of-the-art digital platforms that allow them to provide seamless service to their clients so they can live healthier, longer, and better lives.