What does the comprehensive financial specialist of China Life Insurance Company do?

1. The company distributes excellent VIP customers to provide customers with all-round financial services;

2. Understand the customer's family financial problems and financial needs through communication with customers;

3. According to the customer's asset model, life goals, expected income goals and risk tolerance, conduct demand analysis, issue professional financial planning plans, and recommend appropriate financial products;

4. Assist customers to open accounts and provide a series of after-sales services;

5. Contact customers regularly, report the income of wealth management products, introduce new financial services and market trends to customers, and maintain a good trust relationship.

The full name of China Life Insurance is China Life Insurance Co., Ltd. The company's predecessor is China People's Insurance Company, which was established in 1949, China Insurance Company Limited, which was established separately in 1996, and China Life Insurance Company, which was established in 1999.

In 2003, with the consent of the State Council and the approval of China Insurance Regulatory Commission, the original China Life Insurance Company was reorganized and changed to China Life Insurance (Group) Company. The group company consists of China Life Insurance Co., Ltd., China Life Asset Management Co., Ltd., China Life Insurance (Overseas) Co., Ltd., China Life Investment Management Company, Insurance Vocational College, Chengdu Insurance School and many other companies and institutions. Its task is not only to develop the main life insurance business and related asset management through its subsidiaries, but also to directly manage some surviving businesses and assets, focusing on capital operation, and constantly expand new businesses to become a comprehensive and diversified large-scale modern insurance financial service group with international competitiveness, with three industrial clusters: insurance, financial services and insurance-related industries.

At present, the subsidiaries of China Life Group are: China Life Insurance Co., Ltd., China Life Property Insurance Co., Ltd., China Life Pension Insurance Co., Ltd., China Life Asset Management Co., Ltd., China Life (Overseas) Co., Ltd. and China Life Investment Management Company.