Let’s say you’ve made the leap and started your journey as a Financial Consultant. Now what?
Whether you’re brand new or just looking to get better at the game, success in this field isn’t about being the loudest in the room or knowing everything on day one. It’s more about showing up consistently, being open to learning, and knowing how to connect with people.
Here are five ways to build a solid foundation (and actually enjoy the process):
- Know your “why”
It sounds simple, but having a clear reason for doing this work makes a huge difference. Whether it’s financial freedom, personal growth, or creating impact, your “why” will keep you grounded on tough days.
- Be genuinely curious
The best consultants aren’t the ones who talk the most. They’re the ones who listen well, ask the right questions, and really understand what people need. It’s less about selling, more about helping.
- Keep learning
You don’t need to be an expert on day one, but you do need to stay open to learning. Attend trainings, ask questions, and don’t be afraid to make mistakes. Growth comes from trying, adjusting, and trying again.
- Build real relationships
Clients aren’t just numbers on a spreadsheet. Get to know them, earn their trust, and show up when it matters. The more real the relationship, the more fulfilling the work becomes.
- Take care of yourself too
Flexible hours are great, but structure still helps. Set routines that support your energy, create healthy boundaries, and make time for the things that fuel you outside of work. Sustainability matters.
You don’t need to be perfect to succeed here. You just need to be real, committed, and open to growing into the role.
Thinking of exploring a career as a Financial Consultant at EastWest Ageas? It might be a better fit than you think.
