For leveraging social media and other digital tools to grow and improve her business; for taking the initiative to help her fellow financial consultants as they transitioned into the digital era; and for her efforts in sharing her experience and knowledge of human psychology.
Joyce joined the insurance profession in April 2018 and has since consecutively qualified for Million Dollar Round Table (MDRT), Court of the Table (COT) in 2021 and was awarded Rookie Insurance Agent of the Year 2020. Her business grew exponentially when she started to digitise her prospecting and client experience processes, mainly through establishing personal branding on social media and exploring digital tools.
As a strong advocate of digitalisation and social media, Joyce has implemented digitalisation in every aspect of her business. She has also given training to thousands of financial consultants (FCs) across Asia to help them adapt to digitalisation in the new business landscape.
On the client end, her business is 100% powered by passive referrals that mostly come through social media. The client’s experience with Joyce is also mostly digitised from end to-
end.
utilises GoalsMapper Fact Find form prior to meeting the clients and obtains close to 100% information for most of her clients before the appointment. During the appointment, Joyce uses GoalsMapper, Canva and various software and data presentation tools to go through the analysis with her clients.
On social media, her #DabaoLife video series pushes out key messages that Joyce finds inspiring to her clients. This also allows potential prospects to get to know Joyce prior to even meeting her and can already assess her values and who she is as a person. As such, most of her passive business from social media has come from quality prospects who have made the decision to work with her through her social media content.
On the financial consultant’s end, Joyce initiated and held training sessions for her company when she realised that FCs were struggling to adapt to the video conference environment during the Circuit Breaker period and since then has trained hundreds of FCs to adapt to the new way of doing business. In 2020, she took up over 30 speaking and sharing engagements to share her experiences with and train fellow FCs how to conduct business digitally. As a trained Human-Centred Design and User Experience practitioner, Joyce
also injects an understanding of human psychology when training FCs on how to adapt to the digital era. As an MDRT Mentor in Prudential Singapore, she mentored three fellow FCs to utilise digital tools in their business. These three FCs are now all first-time qualifiers for MDRT 2021.
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Check out the other winners:
Winners crowned at the 6th Asia Trusted Life Agents & Advisers Awards
Rookie Insurance Agent of the Year 2021- Chan Fun, Nicholas
Rookie Insurance Agency Leader of the Year 2021 - Nguyen Thi Van
Financial Adviser of the Year 2021 - Lee Zi Yi, Michelle
Bank Partner of the Year 2021 - Krungthai Bank
Download the winners' booklet here.