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新华保险临沂中支营业部经理高洁:惟诚惟专,守护永恒
Qi Lu Wan Bao· 2025-07-14 11:09
Core Insights - The essence of insurance is love and responsibility, emphasizing the importance of professionalism and long-term client relationships [7] Group 1: Professional Development - Gao Jie transitioned into the insurance industry in 2012, overcoming skepticism from friends and family by adopting a "zero-based mindset" and committing to professional learning [1] - She achieved company performance targets consistently within two years through daily practices of "three habits and three visits" [1] - In 2014, she shifted focus to premium channels, developing a unique "four-dimensional needs analysis method" to provide comprehensive family protection services [1] Group 2: Client Relationships - Gao Jie successfully converted a skeptical client, Ms. Ma, into a loyal customer by providing detailed policy organization and addressing her concerns about insurance [5] - Ms. Ma's initial rejection of insurance stemmed from a lack of understanding and poor service from previous agents, which Gao Jie rectified through professional service [5] - As a result of Gao Jie's efforts, Ms. Ma not only became a loyal client but also referred three relatives to her [5] Group 3: Future Aspirations - Gao Jie views the IDA award as a milestone and a new starting point for fulfilling her mission in the insurance industry [7] - She expresses gratitude towards her clients and the company for the opportunities provided, aiming to further specialize in retirement planning and pursue the IDA Silver Dragon Award [7]