JACQUELIN TAI
Prudential Executive Financial consultant
JACQUELIN TAI
Prudential Executive Financial consultant
I’m a passionate and dedicated individual who seek out meaningful relationships with people by putting their needs first, being empathetic, and always striving to deliver the highest quality solutions tailored to each person.
I truly appreciate this incredibly fulfilling opportunity to have been intimately involved in every of my client's life planning journey ❤️
Together with my warm and compassionate personality in nature, I believe that strong connections based on trust and mutual respect are essential to better serve my clients!
Let's have a chat soon :)
Jacquelin Tai
Representing Prudential Assurance Company Singapore (Pte) Ltd
Reg. No. 199002477Z
Email: jacquelintai@pruadviser.com.sg
FC disclaimer link
Company Approval Code: 334/30Jun23
Wall of Trust
Testimonials & Referral Notes
Sincere & Convicted
Jacquelin and I share similar set of values and thoughts. One of which that I valued the most is her earnest help to someone by using her knowledge and various tools of financial planning. She learned my goal and helped me to compute the possibility of achieving my goal in the upcoming years.
She also care for her clients and will give a regular check-in without pushing sales to you. We enjoyed each other's companionship and shared a lot of laughter. We chatted a lot not only about insurance but our life goals, vision and many others.
I do not see Jacquelin as a mere insurance agent but a friend of mine whom I could place my full trust to discuss with her about any of my situations.
Glad to have you, Jacquelin!
Rachel Ha | Executive Head Admin, TMF Group Singapore
Well oriented
Jacquelin has a great personality and well oriented to begin with. She has good knowledge of what the client needs (especially for bigger families), in terms of advising the plans for each family member. I am also happy to have recommended her to a colleague as he was very pleased with her approach and explanations.
Jacquelin always give prompt replies when texted for enquiries and she is able to accommodate to client's convenience when planning a meetup.
Keep up the great personality!
Nur Hidayat | Driving Instructor, Singapore Safety Driving Centre
Passionate & Assuring
Jacquelin 很热情也很贴心，在购买之前她会详细了解我的生活计划以及个人消费理财习惯，这让我觉得很专业也很放心。她也会根据我的需求帮我选择保险产品，给予我合理的建议，非常的专业。之后在理赔时，Jacquelin 也会及时地回复，告诉我如何做，让我觉得很安心！
我会很喜欢 Jacquelin 在我有理赔的时候会及时的回复，帮我进行提交，行动力很快！而且你在节日期间，生日的时候还会送上问候，真的很有心！🥰
希望大家都选择做你的客户，因为你做的真的很好！额外提醒尤其是一些来新加坡的工作人员，提醒你们一定要买意外保险，真的很重要，而且很划得来！
Wang Qiaozhen | Childcare Teacher, MyFirstSkool
trustworthy & genuine
Jacquelin has been my agent for almost more than 3 years. The experience I have with her by far was fun, enjoyable, insightful and all the positive words you can find to describe her.
She has been a very trustworthy and genuine agent to me. Because of how non-judgmental she is, I could place my full trust and never regret opening up to discuss with her about my financial situation.
Her passion to serve her client is so genuine, she does not push sales to you just to try and meet her KPI, but instead provides real advices such as to take up a policy or not based on our financial and social situation.
I hope that Jac can serve more people like us as agents like her are hard to come by, and I selfishly hope that she does not leave the industry so that I can continue benefit from her services.
Valery Koh | Medical Social Worker, Institute of Mental Health
patient & thoughtful
Jacquelin is very friendly and patient to share products information with me. She understood the policies I had on hand and advised accordingly to further enhance my portfolio. Through her graphic presentation and simple explanation, I am able to foresee my future financial position clearer.
She is very responsive whenever I have queries. She is thoughtful to send greetings during seasonal celebrations.
Keep up the good work Jacquelin!
Lily Ng | Finance Executive
Empathetic
Getting Jacquelin to manage insurance for my family was one of the best decisions I ever made. She has always ensured that we only get what is necessary and suitable for our circumstances, and is always proactive in settling our claims. She is the only financial adviser I would recommend without a doubt. She is a rare breed in the industry, truthful and trustful.
Eileen Quek | HR Operations, Cold Storage
Sincere & Dedicated
I get to know Jacquelin through my previous financial planner who left the industry. She is very dedicated and sincere in her work and i can trust her to handle my claims well. One memorable event that Jacquelin had done was to plan for my retirement. Like many others, retiring is challenging and i had to work until old age. After an in depth analysis of my financial standing and utilising my existing resources well, Jacquelin was able to give me greater confidence to retire any time.
Eng Lam | Operations Manager, Interasia Lines
Proactive & Professional
Jacquelin proactively helps me analyse my unmet needs, listens to my queries and answers them professionally.
Continue to build on your strengths, young families and retirees will definitely benefit.
Ng Kah Hwa | Semi-retired, ex-SAF personnel
seeing people as people
Jacquelin’s approach towards her role as a financial adviser has been very refreshing - how she prioritises the human before her and her willingness to provide clarity on financial matters tailored to the needs and queries of those who she has an opportunity to work with, as well as transparency with regards to insurance processes.
I also appreciate her focus on relationships and raising her client’s financial knowledge to make personalised, meaningful and financially savvy long-term decisions, instead of using intimidating tactics used by typical sales minded advisers. I think it’s an admirable trait in her line of work, especially where targets can often be placed over the individual by most advisers.
Yap Kian Seng | Social Worker, Care Corner Family Service Centre