Leong Yao Heng

Observer
DISC Type : ic

Financial Planner at Planners Inc

Singapore

Overview

Leong Yao Heng is a Financial Planner with Planners Inc, concurrently pursuing a Data Science degree at the National University of Singapore. He leverages his analytical studies and financial expertise to serve his clients, with a notable achievement of being awarded for his personal branding during an internship.

Outside of his professional life, he is a passionate community builder and fitness enthusiast. As a proud pacer for the adidas running community, he frequently leads runs. He also enjoys curating social events for his peers, exploring everything from HDB workshops to stand-up comedy shows.

He is an early adopter of networking technology, utilizing a business card with an embedded NFC chip to instantly share his professional profiles.

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Financial Planning
Works as a Financial Planner representing Great Eastern Financial Advisers, with a focus on helping prospective HDB couples with financial resources and insights.
Community Running
An avid runner and official pacer for the adidas Runners community, where he leads warm-ups, cool-downs, and helps others achieve their running goals.
Event Curation
Expresses a passion for bringing people together by organizing a variety of activities and events, from practical workshops to entertainment like comedy shows.

Media Appearances

Leong has no verified media appearances

Work History

2-2022
Financial Planner at Planners Inc
5-2022 - 8-2022
Business Development Intern at Planners Inc
11-2022
Crew Runner at adidas
4-2021 - 7-2021
Brand Ambassador at Ministry of Adventure
7-2019 - 4-2021
Logistics Officer at Singapore Armed Forces (SAF)

Education

5-2021 - 5-2025
Bachelor's degree from National University of Singapore
2016 - 2019
High School Diploma from Singapore Polytechnic

More Information

Social Presence :

Prographics :

Exp : 5 Location : Singapore Job Level : N/A Designation : Financial Planner at Planners Inc
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Insights For Selling To Leong

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them realize that there is no personal risk in making this decision
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leong is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Leong

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Leong move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Leong take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Leong

Personality Compatibility


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