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Friday, March 29, 2024

The best of both worlds: A career that fulfills aspirations and life purpose

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Ysabel Victoria Benitez is just like many other millennials. 

She wants to own a house and cars, and to travel once a year. She even plans to get married at age 30. She immediately drove towards her dreams right from her first day of work in the corporate field, but found herself burned out at 23 and dreading the future. 

“When I look at my dream board, when I look at the things I want to achieve and the salary I’m getting every single cut-off, I knew it would take me years and years and years to actualize them,” relates Ysabel. 

Millennial financial advisor Ysabel Benitez

Her restlessness eventually grew, compelling her to explore other career options. 

Ysabel didn’t have to look far, though, as she only needed to turn to her mother Elvie for career inspiration. “My mother is a single mom. Life insurance has been her bread and butter. All three of us siblings went to private schools and no one was left wanting. On Sundays we even eat out in nice restaurants,” she shares. 

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She has experienced first-hand the honesty, sincerity and real impact of the insurance business on the lives of its partners. Now, the 27-year-old child of insurance agent experiences the industry’s generosity as an employee of Insular Life. 

In less than three years with the company, Ysabel has earned her qualification to the Million Dollar Round Table—an elite organization composed of the top 5 percent of the world’s financial advisors. Suffice it to say, she is now living her life goals. 

Ysabel currently leads a team of 25- to 39-year-olds, all of whom are building a career in insurance. She has big hopes for her team, as she sees in them her own drive for success. 

“We’re a very passionate generation. There are a lot of things that we really want to do and I think these are big-ticket items. With big-ticket dreams, you need a career to support them,” avers the millennial financial advisor. 

With Ysabel’s coaching, her team of fellow millennials is making their personal finances a model for their clients. They further hone their know-how with the help of conventions and trainings offered for free to Insular Life advisors. 

Most of their team members are themselves Insular Life policyholders, baring their trust in the products and the company that they now share with their clients. Just recently, their team has committed to make the journey to 10,000 — an effort to reach 10,000 millennial clients in three years’ time. 

But aside from material wealth, the young financial advisors also enjoy the priceless accomplishment of being able to help other people achieve their goals. 

“A child will be going to college, a couple will get to retire comfortably, there’s that fulfillment that you can rest your head at the end of the day and feel that your clients achieved their goals. They were able to plan for the quality of life that they wanted, and I played a part in making that happen,” Ysabel says beaming with pride.

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