About this episode's guest: Emma is a licensed financial advisor (FA) at Sun Life Philippines, where she is now a unit manager. Before becoming a full-time FA, she worked first as a Materials Engineer at Samsung and Monde Nissin. As of this interview, she has already secured 150 lives, and she is already managing a team of 20 people. She is working hard to help Filipinos prepare for the financial aspect of their retirement, and to protect their finances in case of emergencies.
In this episode we talked about:
How she decided to work full-time as a financial advisor
What kinds of work she does as a financial advisor
How her job as a financial advisor compares to her job before in corporate
The regulations and mathematics every financial advisor should understand
The qualifications and application process to becoming a financial advisor
The perks of working as a financial advisor, as well as the challenges encountered
What it takes to be a successful financial advisor
How a friendly culture is cultivated amongst financial advisors
The steps she needs to take in case she wants to go back to her engineering job
The skills she gained from her corporate job that she still gets to apply to her job now as an FA
The things we need to consider and plan if we want to retire early (age 35~40)
How to find the right working conditions and career path for you
The 3 make-or-break questions in choosing a company to work for
How to secure's one's future (job prospects, financial freedom) in this fast changing economy
How does one become financially literate
How can someone start investing
Why we need a life insurance, and the three steps to financial freedom