Now China Life Insurance is recruiting life insurance planners. What do you think of the future of this career?

With the continuous maturity of personal financial investment, ordinary people's financial needs are no longer satisfied with a single financial product. Comprehensive disposal of portfolio investment in insurance, securities, funds, savings and other financial products requires a mature and perfect financial service system and professionals. Recently, a brand-new concept of "life planner" was introduced into the metropolises of China and the United States, and Taiping Life Insurance also sent its first-line life insurance agents to Tsinghua, aiming at cultivating "financial planners" with registered qualifications. Insurance marketing opened the "planner" era of personal financial management.

The brand-new concept of "life insurance planner" was brought into the domestic life insurance market in China and the United States by MetLife, which is not only a new term, but also a brand-new occupation.

Since the West Point Project, MetLife has laid a solid foundation for the marketing team in China and the United States. After five periods of recruitment and training of business managers, the management platform of the sales team has been basically established. The next more important task is to form a team of "life planners".

"Life insurance planner" is still a brand-new concept in the domestic life insurance market. In fact, in some developed countries, life insurance planner is a quite developed profession. Like lawyers, doctors, engineers and economists, he has high requirements for the comprehensive quality of practitioners. At the same time, because of the huge development space and potential he provides for individuals, this profession attracts more and more outstanding young people to join it.

A professional and excellent life insurance planner must first have an entrepreneur's mentality, a positive attitude, a diligent learning spirit, a warm and cheerful personality, a cooperative team consciousness and integrity. Have strong self-discipline, persistence, enthusiasm and love, as well as rich professional knowledge, skilled skills and good habits.

Similarly, life insurance planners also have a set of professional title grade process, from life insurance planners to senior life insurance planners, senior life insurance planners, chief life insurance planners to senior chief life insurance planners, and each grade has different requirements for practitioners. Take metropolis of South Korea as an example, the growth process of a life insurance planner can be roughly divided into the following five stages: life insurance planner, senior life insurance planner (1-2 years), senior life insurance planner (2-3 years), chief life insurance planner (3-5 years) and senior chief life insurance planner (5-7 years).

Senior chief life planner is not only a symbol of wealth, but also a symbol of status. Senior chief life insurance planner not only has high income but also is stable? Moreover, it enjoys the highest honor, has its own dedicated office space, has its own assistant, regularly holds its own customer seminars, and is invited to participate in the "Million Roundtable", the highest-level conference in the global life insurance industry, and is invited to participate in a lecture tour.

In a sense, for a person and a family, a life insurance planner is the family financial adviser of the client, and becomes a part of the client's life just like a family doctor and a family lawyer. The mission of life insurance planner is to help customers have enough economic security and let them build a happy life with peace of mind. A good life insurance planner is a lifelong friend of customers. They use their professional skills and rich experience to help customers make financial analysis, make security plans and shape a safe life. At the same time, he also shaped his own life. In other words, life insurance planners help customers achieve financial autonomy and help themselves succeed.

MetLife's sales system in China and the United States is a dual-track system: professional managers and professional marketers, and the management team fully supports the marketing team. This all-round support system makes MetLife's marketing teams in China and the United States truly mainstream. They will receive professional training from the company, have their own personal career goals and run their own businesses.

The recruitment of life insurance planners is still a selective process. MetLife will select qualified life insurance planners in China and the United States through three career briefings, sexual orientation tests, interviews and other rigorous screening procedures, and continue to provide more training and practical opportunities. At the same time, a financial subsidy of 12 months will be paid to each life insurance planner.

Now, it seems that this is indeed another big investment, but MetLife in China and the United States believes that there is always a reward for giving. I believe that with the joint efforts of Chinese and foreign giants, MetLife's "life planner" in China and the United States will certainly live up to expectations.