About Jeffrey Lim

jeffrey@aia.com.sg

Jeffrey joined the insurance industry in early 1995 as an insurance agent. Through the years, he has achieved many prestigious awards like Million Dollar Club (MDC), Million Dollar Round Table (MDRT), placing him within the Top 6% in the world insurance industry. He has conquered some challenging years (including 1997 Asian Currency Crisis, 2000 Tech Bubble, 2003 SARS etc) and was still able to be one of the top producers in his agency. The decision that was made in 1995 had indeed created an impactful & life-changing stage to the 21-year-old former police officer.

In 2003, excited with the industry’s direction towards wealth management and financial planning, he chose the management path and was promoted to Sales Manager. He is currently representing AIA Singapore as an Financial Planning Associate Director leading a team of dynamic Financial Services Consultants to provide professional financial advice.

Mission Statement

TO help individuals develop creative and realistic financial plans so as to achieve ultimate financial independence according to each individual’s goals and objectives.

TO support owners of SME to derive cost effective and sound solutions in the area of business continuity & succession planning through unique expertise.

TO lead a team of dynamic and professional financial planners towards success and recognition, bringing dreams to life!

Personal Achievements

· 1997 – Star Achiever’s Club

· 1997 – Convention to Australia

· 1999 – Excellence Club

· 2000 – International Quality Award

· 2001 – Quality Business Award

· 2001 – Achiever’s Club

· 2001 – International Quality Award

· 2001 – Million Dollar Club

· 2002 – Convention to Las Vegas

· 2002 – Club 88 Award

· 2002 – Excellence Club

· 2002 – MDRT (Top 6% worldwide)

· 2002 – MDRT Convention to Nasville

· 2003 – Quality Business Award

· 2003 – Club 88 Award

· 2003 – Excellence Club

· 2003 – Million Dollar Club

· 2004 – Convention to Australia

· 2004 – International Quality Award

· 2005 – Convention to Japan

· 2005 – Qualifying Division Award

· 2006 – Convention to Hawaii

· 2006 – Qualifying Division Award

· 2006 – Leadership Awards – Gold

· 2007 – Leadership Awards – Gold

· 2008 – Excel Club – Manager

· 2008 – Top 5 Managers of the Month (MAR)

· 2009 – Convention to Rome

· 2012 – Million Dollar Club

· 2013 – Million Dollar Club

• 2013 - Top Manager of the Month (DEC) (GO)

• 2015 - Million Dollar Club

• 2018 - Top No of Case (APR)

Grinweiv Organisation - Representing AIA Sinapore

Grinweiv is an integral part of AIA Singapore Pte Ltd. We specialised in providing extensive and diligent financial services to both individual and corporate clientele. Just as we listen to our clients, we listen to our colleagues to foster an open, honest environment of trust and support. And even as we strive to become Asia’s no 1 in providing wealth management solutions, we understand the importance of listening and providing our people with ample opportunities for growth and development.

Whether you are fresh from school or an experienced professional,  AIA offers you a unique career in the financial services sector - a career both rewarding and satisfying. AIA offers you a career that enables you to provide individuals and families the opportunity to transform their dreams into realities. As a AIA Financial Services Consultant, you will provide your clients with expert advice that will allow them to put financial goals, and with that their life dreams. This unique value you bring to your clients underpins the success you can achieve in this career, through which you too will fulfill your life's dreams. AIA is one of the most dynamic and progressive financial organisations in the world today.We offer a comprehensive and innovative range of insurance and wealth management products, as well as services.

Financial Services Consultant / Manager

Responsibilities

You will develop and manage a portfolio of your own selected niche clientele base and help him to understand, develop and implement financial, healthcare and risk management solutions.

Career Advancement Opportunities

As you grow your business and continue to inspire others, your career will also change with you. We will help you to acquire the relevent knowledge and skills to uncover your client’s financial aspirations, identifying their financial needs and provide them with suitable products to fulfil their financial goals. You will get the opportunity to develop into the role of finanical services manager by  going through a specialised intensive coaching and traning program.

AIA can offer you:

•    Monthly allowance of up to $4,000* per month

•    Reimbursement of M5 and M9 exam fees*

•    Structured training curriculum

•    Excellent career advancement prospects

•    Training in our well established AIA Financial Health Check Academy

* Terms & conditions apply.

Eligibility

•    At least 21 years old

•    Minimum 4 “O” level credits

•    Singaporean / Permanent Resident (PR)