Core Insights - Zhao Yang transitioned from a hotel executive to a health wealth planner at Taikang after three years as a full-time mother, emphasizing her commitment to professional development and client service [2] - She was awarded the title of "Gold Medal Financial Planner" at the 14th "Qingdao Financial Institutions Reputation Brand" event, highlighting her dedication to the financial industry and her belief in lifelong learning [2][3] - Zhao Yang believes that true wealth planning requires balancing risk and return, and providing comprehensive solutions that integrate insurance, asset management, and healthcare [2] Company and Industry Summary - Taikang integrates insurance, asset management, and healthcare with national strategies and social issues, offering a one-stop solution for clients throughout their life cycle [2] - The HWP health wealth planner role serves as a connector between clients and resources, combining the expertise of insurance, healthcare, and financial advising [2] - Taikang aims to build a "Three Good Company" focused on excellent service, with professionalism as a prerequisite for quality service [3] - Zhao Yang actively participates in training programs and competitions, such as the 2025 inaugural pension financial wealth planning competition, to enhance her professional skills and contribute to the industry [3]
泰康人寿青岛分公司HWP健康财富规划师赵洋:专业为锚,客户至上
Qi Lu Wan Bao·2025-07-01 14:46