Alex Li Associates

Jason Tan

Team Member

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Introduction

Hello, my name is Jason Tan, and I have more than 6 years of experience as a financial consultant at Prudential! I have the expertise and skills to offer my clients the most innovative and comprehensive solutions possible.

 

Background

I graduated from RMIT University and initially landed a job as a fashion designer. After some time in the job, I found that I wanted to learn skills in sales, marketing, and problem solving.

Hence, I made a career switch, and despite the steep learning curve I’ve had to contend with, I have made my mark in the industry that I have stayed at for over 6 years.

I truly like how my current role allows me to have a well-rounded lifestyle and rewarding career that grants me control over my schedule and assist the community. It definitely makes me see the benefits beyond the monetary perks!

 

Team/Member Story

I look forward to continuing to provide financial services to my clients in the years ahead. I decided to join Prudential under Alex because I was inspired by the growth potential I would be exposed to.

The prospect of knowing how to “sell” myself was also enticing. Over the years, working with Alex has given me the opportunity to mature and grow to new heights I never knew were possible.

I will strive to continue learning and in my personal development with the support of my colleagues and clients.

 

Milestones and Achievements

  • Fast Track 2017
  • IBF Certified 2021

 

Services Offered

  • Wealth Protection: Medical, Accident, Premature Death, Disabilities, Critical and Early Illnesses & Mortgage
  • Wealth Accumulation: Savings & Investments (Cash, CPF and SRS)