なにをやっているのか
Some people may think that Insurance is difficult to sell and we need to make countless calls or even stand tirelessly at road shows just to close cases. In reality, none of that is necessarily true and what you are doing in this line of work is touching lives by connecting with individuals and helping them manage their finances as well as do succession planning for the next generation. As we continue to innovate to meet our customer’s long term needs, we look forward to being an integral part of their life journey, enabling them to live healthier, live longer, live better!
なぜやるのか
Here at Mandate, we pride ourselves in a being in a relationship business, where we aim to build a bond and connect with the clients on a much more intimate level than just a client and agent. We seek to go above and beyond in aiding our clients to find the best possible policies that will be tailored to their specific needs. We care about our customers, and to support them throughout their lives, we help them plan ahead to ensure that they are protected financially, while empowering them to lead an active and healthy life so that they can celebrate more moments of joy with their family.
どうやっているのか
Mandate Advisory is a unique team of experienced financial planners working at one of the worlds leading insurance company, AIA. Mandate Advisory works on many different areas such as wealth management, financial planning and corporate events. The team of professionals here have a broad range of experience, and love challenges. As a compact team, individual consultants are instrumental in setting the right work ethic and environment around the office to push each other to even greater heights.
