HWP健康财富规划服务

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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
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合伙人王莎莎:心怀利他之志,擘画幸福蓝图
Qi Lu Wan Bao· 2025-06-29 08:54
Core Insights - The article highlights the transformation of Wang Shasha from a psychological consultant and family education guide to a health wealth planner at Taikang, emphasizing her commitment to helping others and her pursuit of service quality [2][3][4] Group 1: Professional Development - Since joining Taikang, Wang Shasha has set high standards for herself, understanding that professionalism and reliable service are essential in the financial sector [3] - She actively engages in continuous learning through Taikang's extensive training resources and personal study, aiming to enhance her professional capabilities [3] - Wang Shasha has achieved multiple accolades, including becoming a HWP partner and unlocking a new course system that broadens her professional knowledge and network [3] Group 2: Client Engagement - Wang Shasha focuses on providing comprehensive services throughout the entire life cycle, aiming to redefine the perception of aging and promote a fulfilling life for clients [2][4] - She emphasizes the importance of building a strong team to create value for clients and spread happiness further [3] Group 3: Future Aspirations - Wang Shasha expresses a commitment to continue working alongside her team at Taikang, aiming to create a healthier, longer, and more prosperous life for clients in the coastal city [4]