/

/

Gerald Tan Kai Peng

Professional Title: Financial Consultant

Million Dollar Round Table (MDRT) – 2024

I embarked on my professional journey in November 2022 while still pursuing my studies at SUSS, stepping into the role of a financial consultant. I secured EPS clearance within three months, setting a solid foundation for what would come. By the end of my first year, I earned MDRT certification, marking a significant milestone in my career.

Today, my client base encompasses a diverse range of individuals, from astute business owners to compassionate nurses, seasoned lawyers, and those on the brink of retirement.

My forte lies in fostering authentic connections with clients. Interestingly, I veer away from the conventional reliance on PowerPoint slides, engaging in meaningful dialogue during initial meetings, often arriving without any props. I enjoy conversing with people, a passion instilled in me from a young age. I’ve always believed that whatever I pursue should positively impact the lives of others.