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Joey Tan

BBA (finance), AEPP®, IBFA, Chartered Agency Sales Manager

Prudential Financial Services Director

Joey has accumulated many accolades since her years as a junior financial consultant to where she is now as an agency leader. She puts it straightly across. “An award event recognises & celebrates great achievements we have done in the past year. To me, it’s simply a job done properly & at a high professional standard.”

“A financial consultant role draws on equalising the rich & the poor. Through the work of our hands, same treatment options can be offered”

Joey continues to stay relevant with the growing needs of her clientele. She has expanded her scope of work to a wider range of financial services suite. Her clients appreciate her on her vast experience, her network & being able to articulate the solutions clearly to them. Most importantly, she constantly stays in touch with them despite her busy schedule.

Joey identifies most with Growing and Giving as core values of her organisation.

In her own words, “I believe everyone needs to be better than who they were yesterday. This sense of fulfilment, to be our better self, brings satisfaction. It rejuvenates. It is the spirit behind all motivation to keep moving to set new standards for ourselves.

“Growing brings along Giving. Nothing beats being able to share your growth in any way with someone. The joy of brightening up a child’s day, the joy of building a habitat, the joy of paying it back when we have been blessed to receive so much.”

“This year marks my 17th year doing what I have been enjoying doing. I’m just happy & thankful for the role that I’m in.”

Specialisations

Experience

Financial Consultant, Prudential Assurance Company Singapore

What people say about me?

As busy as she already is in her multiple roles as a leader, a mentor, a leading financial consultant, a wife and a mother herself, she doesn’t seem to place value of her own time above everyone else’s. She is often willing to roll up her sleeves and get involved in our personal growth and we respect her for that. She always makes time out of her day to service her clients, nurture her underlings like us and still manage her kids and things at home with no complaints, setting a really good example for us all. Joeys’ encouragement has been endless, she has and is still continuously pushing us out of our comfort zone, giving us freedom to be creative and always supporting us from ‘behind the scenes’.

Jean GohSenior Financial Consultant

Joey is the kind of leader who gives us the same respect and dignity that she would give to other professional equals and higher ups. She is patient and takes time to make sure everyone is on the same page, encouraging the best out of all of us and celebrates small wins together with us. She has created a team atmosphere of collaboration over competition, mutual respect and allows us to freely speak our minds.

Jody GohSenior Financial Consultant

I have been under Joey in the same team for 12 years now. One thing that has never changed is her brilliant attitude towards the work she does, always professional and forward-looking. Joey does not criticize the smaller issues and has always made it a point to look at the bigger picture. This is one of her strengths which I see in her and how she has helped me looked beyond myself to grow into a better person. To me, she is different by being very comfortable in the way she presents herself to everyone, no matter if it’s the first time meeting her or people who have been working with her for years, she treats people with respect and her approachable demeanour is one characteristic that most of her contacts will relate to. She is also able to negotiate not with force but with wisdom that allowed her to win her battles at work.

WeizhongSenior financial Consultant

What started out as a cold call meet up in 2005 has turned out very well for me as Joey has been a solid financial consultant to my needs over the years. While I’ve had various agents from different brands giving advice, she has been the one who consistently made it an effort to do yearly reviews and always remembering me whenever there were suitable products to recommend. Importantly, she is not pushy to just make a sale, always putting her clients’ needs as priority. Through the years, I’ve referred her to members of my family, extended family and most recently a friend who had another agent but could not get the assistance needed. All of them have heap praise in the way Joey has managed their portfolio, explain the products and what would be suitable for them whether they were literate or otherwise. I never regretted the decision that I made to catch up with her after that cold call and will not hesitate to refer her to other folks whom I feel may need her services. Wishing her all the best in the years to come!

Chua Teow HockDirector- F&B Chain

Joey has been my insurance and financial consultant for more than 10 years. She has shown professionalism and displays a wealth of knowledge and has guided me well over the years. As a result, I now not just have a healthy insurance portfolio for myself and children but a healthy investment portfolio as well that I’m building for my retirement plans. When my sister returned from her 5 years stay overseas, I did not hesitate to introduce Joey to my sister as I hope Joey will be able to guide my sister the same way she did over the years for my sister.

Joyslyn Chan Siow HuiManager

I have known Joey for almost 10 years. A friend of my husband's introduced her to us, and since we bought our first policy from Prudential when my 2nd son was in my tummy, we have not looked back. Often very thoughtful and responsive, Joey has provided us with outstanding advice and service all these years. I recalled once that she was able to advise me on my son's medical condition, and also ensure adequate coverage was given during his timely treatment. This was just one of many times she had provided us with timely advice. Through the years, we have forged a high level of trust, and I have recommended her to my family members. (My sister and my brother-in-law have since engaged her for various types of plans & policies that suit their needs.) Never pushy, always patient. A truly remarkable professional, and a reliable friend.

Alina TeyDefence Executive Officer

Joey has been my financial consultant for over 15 years. When I first started working, I did not know how to properly save and invest for the future and Joey helped initiated me into long-term financial planning and ensured that I had enough protection for my medical needs. Through the many years, Joey continues to give great advice and would regularly follow up with me on my portfolio, including working with me to reassess my portfolio to ensure that my investments and medical coverage would continue to serve my needs at different life stages. She is highly trusted and I have absolutely no reservations in recommending my family and friends to her.

Ashlynn LooDirector