Jay Tan
Jay Tan is the youngest Assistant Vice President in the agency, a distinction earned through sheer determination, consistent results, and an unwavering pursuit of excellence. With a dynamic presence and a keen sense of empathy, Jay leads both by example and with heart. He currently heads the agency’s Events & Marketing department while mentoring a close-knit, high-performing team of advisers.
Despite starting his career with no prior experience, Jay quickly rose to prominence through grit and a sharp acumen for the financial services industry. His authenticity, strategic mindset, and ability to simplify complex financial concepts make him not only an effective leader—but also someone clients and teammates genuinely trust and admire.
Biography
Biography
Jay Tan entered the financial services industry after completing National Service in 2021, driven by his desire to escape the constraints of a conventional 9–5 job. With a specialisation in Banking & Finance and an entrepreneurial spirit, he sought a career that aligned with his field of study while giving him control over his future.
Coming from humble beginnings, Jay knew the importance of hard work and resilience. These values propelled him to achieve MDRT in his very first year—an achievement he has upheld for four consecutive years (22’, 23’, 24’) including Court of the Table (COT) in 2025 and a pre-qualified MDRT for 2026. He is also an Associate Estate Planning Practitioner (AEPP®), and manages over 7-figures in Assets Under Management.
Jay is also known as the youngest COT and the youngest Assistant Vice President in the agency. His achievements include being a 3-star Titan Club awardee and a multiple-time qualifier for international incentive trips to destinations such as Amsterdam, Korea, Croatia, Bangkok, and Australia.
Biography
Practice Areas
He is well-regarded for creating highly effective concept-selling frameworks that simplify decision-making for clients—such as CPF Life maximisation and Universal Life (UL) restructuring models. As the agency’s point of contact for CPF-related strategies, Jay makes even the most technical concepts approachable for both clients and advisers.
In his role as a mentor and Unit Manager, Jay leads a tight-knit team of four, instilling a culture of openness, shared success, and constant learning. His mentees have consistently broken personal records—including multiple 5-figure monthly income breakthroughs—within just months of joining.
Jay’s passion for personal excellence also extends beyond work—he trains in Muay Thai and enjoys basketball, a reflection of his disciplined mindset and drive to always stay at the top of his game.
- Wealth Management Advisory
- Estate Planning (AEPP® Certified)
- Mortgage Optimization (SAMP Certified)
- Retirement Planning
- Passive Income Strategist
- CPF Life Maximisation Frameworks
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