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Rebecca Pen
Master Financial Consultant
I love travelling and exciting adventures, they allow me to learn through experiences and bring the fun out of me. Interestingly I live to eat, so I'd love to meet you foodies out there:)
As a mum of two, I learnt about motherhood and sacrifices. And through this, it gives me a different perspective and appreciating everyday is a new walk of life!
Sincerity & genuinely care for my clients has brought me to where I am today. A healthy relationship doesn't happen by chance and I appreciate many friendships built this far. I hope to touch your life too, allow me to be part of your journey!
Rebecca Pen
Representing Prudential Assurance Company
Singapore
https://www.prudential.com.sg/FC-info
CREDENTIALS
MDRT member 2022, 2021| Premier Bronze Award 2022, 2021| Starclub Qualifier 2021-2022, 2017-2018, 2014| Pru Service Mark 2017, 2020
WHAT HER CLIENTS ARE SAYING
REBECCA IS EFFICIENT AND RELIABLE
It was a chance encounter with Rebecca through my friend. I wasn’t expecting much when I met up with her but our conversations were really comfortable. Definitely less pushy than my previous agent so I decided to take a leap of faith with her.
She goes the extra mile to build a rapport with me and suggests coverage I may need without being pushy about it. When I transfer my policies over to her to manage, she followed up dutifully and see through my claims in a way that makes it a hassle free and less stressful process.
It's good that she checks in on me every now and then. Rebecca is efficient in her work and I can trust her. She's a warm and friendly lady who provides reliable support.
Qian Hui, Teacher
ORGANISED & CONSCIENTIOUS
I met Rebecca right after I’ve just started work and I was planning to build up my savings. Throughout the years, Rebecca has manage to provide prompt service and is very patient when she is explaining my portfolio.
Rebecca is also very organised and thorough. I was very impressed when she consolidated the plans that I bought into one comprehensive portfolio.
She is also very conscientious and remembers some of the things I shared during our meetings and bought gifts for special occasions.
Geraldine, Teacher
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PROFESSIONAL & KNOWLEDGEABLE
If I recall correctly, Rebecca got my number through some survey/questionnaire I completed somewhere, and our first meet-up was at Starbucks @ Rochester. I wasn’t sure what made me willing to go for that session, but I’m glad I did! I remembered feeling quite great after the session!
Rebecca was friendly and yet professional, and somehow I feel I could trust her as my Financial Consultant. True enough, she’s one of the consultants that I felt most comfortable with. I appreciate how she is not pushy and respects my views and considerations, and provides adequate advice when I needed them.
She’s also professional and knowledgeable, ensuring that I’m updated of important trends and well taken care of financially. It’s definitely a pleasure to have met her!
Xiao Qian, MOE Manager
EFFICIENT, CLEAR AND SWEET SERVICE!
I got to know Rebecca through my friend, who is also Rebecca's client. Rebecca is very meticulous and understands my needs. After understanding my financial abilities and my future plans, she recommends products to suit my needs.
She is very systematic, and helps me to draw out an overview of my financial situation at that point of time, what are my needs in the near future (5-10yrs), and she even guides me to set my long term financial goals.
I enjoy having conversations with her as they are often very enriching. She is always ready to answer any queries that I (or even my parents) have. I love her service, always so efficient, clear and sweet!
Being Rebecca's client, one can expect being taken care of, being inspired and having an extra brain (and a very professional one) to help plan one's finance!
Denise, Teacher
REBECCA IS CARING & WARM HEARTED
We met through referral from my mum Eunice. We've been ssing one another in and off for 3 years. HAHA. Rebecca does a thorough run through with our finance planning & mangement. She understand our difficulties and provide the appropriate plans for her clients. She even makes the effort to know more about her clients jobscope because im sure there are many types of people out there in Singapore.
Amanda, Preschool teacher
PROFESSIONAL & DILIGENT
Ever since I'm no longer in contact with my previous prudential financial consultant, Rebecca has given me a call to arrange a meet up to provide financial planning consultation.
Rebecca is very sincere, honest, trustworthy and helpful. She do not hard sell, I do not feel pressurised into buying any policy. Moreover she listens and empathises with me to understand what I really need before recommending any policy to me.
I like how Rebecca is very professional and diligent in her work; she has sound product knowledge and helps us with our claims promptly. Not to worry that she is always reachable whenever you need assistance. She also genuinely care about me and my wife, we have received messages and gifts occasionally eg. Birthday, hospitalisation etc!
Victor, Auditor
GREAT CUSTOMER SERVICE
We got to know Rebecca since 2013. She gives great customer service and follow ups! She has always been providing regular updates & changes to us, and also shares a good summary which allow us to a good overview of our plans.
Rebecca provides good insights and suggestions to us on how to plan our financial portfolio. She always show care about us and very detailed. We like her good service and good follow up!
Rebecca is definitely trustworthy and always has good advice to us, she makes things easier for us to work on the claims and procedures as clear steps were given!
Wei Yue, Operations Manager
DETAILED & SINCERE
I think we met in 2016 after you called me to introduce a plan. I find your planning and service very detailed and sincere as i am able to understand the plans from your explanation. One thing i look out for is sincerity, reliability and availability as i feel Rebecca really helps whenever i have questions and her respons eis fast.
Wan Jun
PATIENT & KNOWLEDGEABLE
I got to know Rebecca through my husband. Special shout out to Rebecca for her patience in explaining the details since thise is my firs time buying insurance. She ade sure that i understand the process and answered all my concerns. Thumbs up!
Nana, IT Sales
SHE'S WARM & SINCERE!!
I met Rebecca through a common friend. Even though i have only known her for about 2 months. I find her very sincere and warm! I like how Rebecca tries her best to exomplain the policies in simple yet clear terms. She also considers the clients best interest when introducing policies! She is warm and sincere!
Hui Zhen, Counsellor
DEDICATED & PROFESSIONAL
I came to know Rebecca since 2012 after my graduation then a meet up session. I am happy with her valuable service all these years. She is very dedicated & professional and she offers assistance in setting financial goals for me and my family.
Rebecca makes the sessions easy to understand as she is good in explaining with a case study. She is capable to assist in setting financial goals for her clients and offer solutions in achieving it!
Hendra, Civil Engineer
MORE THAN A FINANCIAL CONSULTANT!
Rebecca and i connected over a cold call. At that point in time, i was looking to get agood hospitalisation plan and be in the know of some financial planning knowledge. She has been my financial consultant since 2013! Rebecca is very good explaining how the difference products in Prudential works. She has always been able to assess what i need at different stages in my life and recommends the appropriate steps to take to help managem my finances. I feel very comfortablr working with her as she helps me to make informed decisions. She is easy to talk to andd non judgemental when it comes to sharinf my personal information with her.
Suxin Teacher
SHE IS MORE LIKE A FRIEND!
I got to know Rebecca through a roadshow many years back. I choose Rebecca as I felt that she does not hard sell to me and she is frank and honest. It is more like a friend rather an financial consultant relationship. She takes effort to look through my portfolio and suggest plans that I am lacking on.
Most importantly she cares a lot for her clients even at times I didn’t purchase any policy. Her customer service is brilliant, she is a professional who know her products well and will recommend products that are suitable and within my budget.
Darren, Accountant
HIGHLY RECOMMEND!
I got to know Rebecca from my friend and she highly recommended Rebecca to me if I were to get policies in S’pore. During our sessions, Rebecca gave very clear & detailed explanation and she also understand my needs first then advise the right products that fit my requirement.
I enjoy the conversations with Rebecca as she is very understandable to my needs and accommodating as well. I’m very happy with her service thus far and would recommend her to my other friends too!
Poonsiri, IT Sales
MANY STARS FOR HER SERVICE!
She has all that it takes to be a great financial consultant - Professional, interpersonal & sincere! I got to know Rebecca through a poly mate when we were around 19yo? Thereafter I got to know that she is in this line hence I reached out to her to know more about financial planning.
Rebecca is always sincere and friendly. She does not hard sell and is very patient with me. As I have zero knowledge about insurance policies and she made sure I am well covered. I feel at ease!
She is a friend and very easy to talk to, it’s always enjoyable catching up with her! I will rate her excellent service many stars!!
Cassie, Project Manager
OUR GOOD PARTNER IN SPORE!
My husband and I moved to Singapore because of work and wanted to buy local insurance for emergencies, so we sent an inquiry on the official website of Prudential Insurance. At that time, Ms. Rebecca responded to us, so we met about half a year ago.
Ms. Rebecca was very patient in answering our needs and questions, and was very careful in the procedures, which made us feel she is very trustworthy. She always gives us very constructive suggestions to our needs, and never recommends any insurance products that we don't actually need or want. All the responses made us feel safe and would like to have a long term relationship with Ms. Rebecca.
She is very good, always patiently explain to us how it works and the content of the insurance, and assist to deal with our insurance very quickly every time!
Never need to worry about being left out or not knowing what to do when an accident or illness occurs, Ms. Rebecca is always there for her clients! Every once in a while or during occasions, she always shows a lot of care, which makes me and my husband feel very warm.
Ms. Rebecca is not only a financial consultant, but more like our good partner in Singapore - We are very grateful!
Ms Ko, Director
LOOKING FORWARD MORE SERVICES!
I met Rebecca at Jurong East MRT. I stopped when she approached me as it was pretty late already. She explained to me a bit about financial stuff and I feel I could trust her thus decided to arrange another meet up to discuss. During meet up, she will catch up with the client and get to know her better so she can help in her client’s financial planning.
She is willing to spend time to explain ensuring the client understands what it is about and also understanding in giving an ample time for the client to think and consider the financial plan.
She is friendly and care about her client as well which I remembered she sent me a cake during my bday. I appreciate the patience and looking forward to more services from her!
Alice, Software Engineer
EXUDES PRIMARY CARE & EARNESTNESS
I have known Rebecca since 2013. It started as a cold call. Usually, I don’t entertain such calls but somehow, her sincerity and non-pushy approaches got me signing my first policy with her. Rebecca is very professional in many ways - timely updating on market changes, reviewing financial planning’s adequacies at regular milestones, and always very dedicated and fast to provide all kinds of financial simulations with sound analysis based on my investment appetite.
Our engagement goes beyond professional. That is when she’s more like a friend, sharing some financial advices at times.
If you prefer a sincere friend first, over financial advisor, Rebecca really exudes the primary care and earnestness. She is definitely someone whom I trust on financial planning and trust is something that gets built upon over time.
Sean, Manager
COMFORT & ASSURANCE!
My account was transferred from another agent. After experiencing Rebecca's professionalism, I was convinced to keep my account with her.
She is updated on my health and employment conditions, thus provides helpful consults and evaluations of my current policies and considerations.It feels like I’m getting advise from a sister I never had :)
Her service is comforting; just like the warm bowl of soup you need on a really cold day. Rebecca provides assurance, so you can explore investment opportunities and have a peace of mind during your medical recovery.
Ethel, Editor
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