Investment Consultant
美国友邦保险有限公司上海分公司
http://www.aia.com.cn
保险,房地产,财经服务,证券; 上市公司; 5001-10,000 职员;
2006年06月 - 至今 (1年10个月)

Much of my time spent outside my offices, traveling locally to meet with clients, close sales, or investigate claims. i usually determine my own hours of work and often schedule evening and weekend appointments for the convenience of clients. Although i work a 40-hour week, sometime work 60 hours a week or longer. Commercial sales agents, in particular, may meet with clients during business hours and then spend evenings doing paperwork and preparing presentations to my prospective clients.


罗斯福

一个有责任感的人对父母、妻子、儿女珍爱的表现乃在于他对这个温馨、幸福的家庭有完全的准备。保持适当的寿险，是一种道德责任，也是国民该负起的义务。

丘吉尔

如果我办得到，我一定把“保险”这两个字写在家家户户的门上，每一个公务员的手册上，以及每一公司团体的章程上。因为我相信透过保险，每一家庭、每一公务员、每一团体只要付出微小的代价，就可以免遭万劫不复的灾难。

胡适

保险的意义，只是今日做明日的准备，生时作死时的准备，父母做儿女的准备，儿女幼小时做儿女长大时的准备，如此而已。今天预备明天，这是真稳健；生时预备死时，这是真豁达；父母预备子女，这是真慈爱。不能做到这三步的，不能算作现代人。

李嘉诚

别人都说我很富有，拥有很多财富，其实真正属于我个人的财富是给自己和亲人买了充足的人寿保险。

Technology has greatly affected the insurance agency, making it much more efficient and giving me the ability to take on more clients. Agents?computers are now linked directly to the insurance carriers via the Internet, making the tasks of obtaining price quotes and processing applications and service requests faster and easier. Computers also allow me to be better informed about new products that the insurance carriers may be offering.

The growth of the Internet in the insurance industry is gradually altering the relationship between me and my client. In the past, i devoted much of my time to marketing and selling products to new clients, a practice that is now changing. Increasingly, clients are obtaining insurance quotes from a company Web site and then contacting me directly to purchase policies. This interaction gives the client a more active role in selecting a policy at the best price, while reducing the amount of time i spend actively seeking new clients. Because i also obtain many new accounts through referrals, it is important that i maintain regular contact with my clients to ensure that the clients financial needs are being met. Developing a satisfied client that will recommend my services to other potential customers is a key to my success.

i am flexible, enthusiastic, confident, disciplined, hard working, and willing to solve problems. i communicate effectively and inspire customer confidence. Because i usually work without supervision, i am able to plan my time well and have the initiative to locate new clients.

Insurance and investments are becoming more complex, and many people and businesses lack the time and expertise to buy insurance without the advice of a good agent like me^_^. Moreover, most individuals and businesses consider insurance a necessity, regardless of economic conditions.