By her second year at
Prudential, Jaz Goh had joined the prestigious Million
Dollar Round Table and was looking at over $100,000
worth of confirmed commissions pouring in over the
next 2-3 years. Then she did the unthinkable, she
decided to forego the princely sum of money and switched
jobs. She became a financial advisor with Jordan
Jaz had always felt that something was missing with
her work at Prudential. Although she was among the
best at her level, she was not convinced that her
products were necessarily the best in their class.
The crunch came when she met an independent financial
advisor at a course, and ended up buying products
from him instead of her own company. That was when
she knew, she had to move. From her school days as
an air-rifle marksman, she had always believed in
setting her sights right and achieving her targets
and goals in life.
Jaz decided that being an independent financial
advisor was better for her in the long term as it
was a more fulfilling profession since she could
offer the best-of-breed products to her customers
and not be limited to the products of a tied agency.
Sacrificing her six-figure sum, Jaz joined Jordan
Huebner in 2002 as a financial advisory representative.
Today, she has over six years of experience in the
financial planning industry. She has very good people
skills and provides excellent customer service. As
a result, about 8 in 10 of her sales are made to
existing customers or to new customers through referrals.
Jaz takes great responsibility in
her work, a trait she has acquired over the years
with her supervisory
and managerial experience while working in the fashion
and retail industry. She enjoys a good game of tennis
in her free time and is a dedicated and trusted treasurer
at her church. As for the financial advisor who made
that significant impact in Jaz’s life, she
married him and they now work together at Jordan
you have any comments regarding the service provided
please email them to firstname.lastname@example.org
here to read about our client's comments on
the service provided
GOH is an outstanding financial advisor.
I am very pleased with her friendliness,
professionalism and efficiency. She is very
pleasant to speak to and has always been
very timely in coming back to me with her
recommendations of products whenever I make
the request. What I really like is that she
knows her product range very well and really
makes the effort to look into customizing
the right solutions to meet my requirements.