For achieving Court of the Table status within six months as a rookie and Top of the Table in the following successive years; for capitalising on his own experience to reach out to people in the same age group; and inspiring his fellow agents and helping to promote the culture of young MDRTs.
After leaving the position of a TV host in June 2018, at the age of 23, Nicholas took a leap of faith to enter the insurance industry. Despite having no prior knowledge of finance and sales, he pushed forward with fearless determination and a desire to learn, which helped him achieve his first COT within six months as a rookie, making him the youngest COT qualifier in Manulife Hong Kong. In 2019, despite the social unrests in Hong Kong, he attained his first TOT and in 2020 achieved TOT for a second time despite the challenges of COVID-19.
Nicholas also learned to capitalise on his lack of familiarity with finance prior to becoming a financial adviser – he recognised that he could resonate with millennials and young professionals like himself who struggled to start their journey of personal finance with the lack of relevant knowledge and a trustworthy agent.
He realised that educating his clients clears up a lot of misconceptions towards the image of an agent as well as the whole industry. He also uses his Instagram account to record the bittersweet experiences of being an agent in the hopes that it will allow his clients to get to know who they are trusting their money with.
The unprecedented challenges that 2020 brought spurred him to develop new ideas as he shifted his focus to investment-linked policies, aiming to help youngsters to grow their wealth in a manageable and sustainable way, while empowering them to start investing at a young age. He also designed a curriculum for young people with the company’s fund platform, providing courses from investment basics like reading fund fact sheets, to designing a portfolio that fits their risk level.
This interactive way of selling that engages his clients helped him achieve his TOT by October last year. And even with less than three years in the industry, Nicholas has been able to inspire fellow agents to go beyond their imaginations and limitations. This motivated him to take part in building the Young Round Table Committee in the company, to promote the culture of young MDRTs, while attending sharing sections in over 50 agencies over the last year.
The 6th Asia Trusted Life Agents & Advisers Awards was made possible by organisers Asia Insurance Review and Asia Advisers Network, co-organiser LIMRA, strategic partner AIA, and sponsors Allianz and Union Assurance. Winners were selected in an independently-audited judging process. More information on the Awards and winners can be found here.
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Winners crowned at the 6th Asia Trusted Life Agents & Advisers Awards
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