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“爱与责任 保险让生活更美好”系列之 太平人寿强化队伍建设 合规经营显专业
Zhong Jin Zai Xian· 2025-07-09 07:58
Core Viewpoint - Compliance management is essential for the stable development of insurance companies and is a key factor in promoting product innovation and service upgrades in the financial industry [1][5]. Group 1: Compliance Culture and Training - The company is committed to normalizing compliance culture by continuously promoting the "Long Compliance, Sail Thousands of Miles" campaign, enhancing risk awareness among all employees [2]. - In the first half of the year, the company conducted four sessions of legal education, with approximately 59,000 participants, and over 4,000 specialized compliance training sessions across branches, totaling 230,000 participants [2]. - Innovative compliance education methods have been developed, such as the "Compliance Directory" electronic magazine and scenario-based training, to improve sales personnel's risk identification and compliance response skills [2]. Group 2: Consumer Rights Protection - The company strictly implements the "Three Appropriateness" principle, ensuring that appropriate products are recommended through suitable channels to the right customers, thereby enhancing consumer rights protection [3]. - A case study involving a customer illustrates the company's commitment to the "Three Appropriateness" principle, where the sales personnel provided tailored recommendations based on the customer's needs and financial capacity [3]. Group 3: Financial Education and Public Awareness - The company has intensified its financial education efforts, organizing 2,762 promotional activities during the "Prevent Illegal Financial Activities Promotion Month," reaching over 280,000 participants [4]. - Various initiatives, such as community outreach and educational programs, have been implemented to enhance the financial literacy and risk prevention capabilities of consumers [4]. Group 4: Commitment to People-Centric Development - The company adheres to a people-centered development philosophy, aiming to build a professional team and a solid compliance foundation while providing better services to meet public needs [5][6].