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Lucy Zhu 朱康佳 (Senior Business Partner)

Lucy, who has a bachelor's degree in finance, originally thought that AIA's financial planning consultants were excellent, so he joined Wendy's team with enthusiasm, hoping to help customers with product expertise and opinions to help customers achieve long-term wealth appreciation and effective protection. Wendy discovered Lucy's potential and worked hard to cultivate her so that she could accumulate more experience.

Lucy obtained COT* results in 2017 and 2018, and MRDT** qualification in 2019. In the third quarter of 2018, Lucy stood out among more than 14,000 financial advisors and ranked in the top 17 of the company's performance.

 

AIA Academy Elite

The financial advisor training courses provided by AIA Premier Academy are of great benefit to Lucy: "In addition to learning product knowledge and professional skills, I also gained a precious friendship between classmates. We are not competitors but companions who grow together."

Career Development Outside of Work

 

Lucy has a strong desire for adventure. She once went to the Everest Base Camp faced the challenge of altitude sickness, and learned perseverance and never giving up. She found happiness and a sense of achievement from solving problems.

Profound Case Sharing

 

Lucy compensated a 50 years old client with a settlement of USD250,000. In the process, she gained the recognition of the client's son, who originally didn't believe in insurance. Due to Lucy's character and professional abilities, they developed confidence in insurance and believed it could help their family.

Impact of the Pandemic

 

The pandemic had a certain impact on Lucy's work. While some of her business could be conducted with clients coming to Macau to sign documents, some clients were unable to travel due to pandemic restrictions. However, she maintained close contact with her clients and prepared for the signing process once travel became possible. She also actively engaged in social media, sharing professional content to let clients know that she was persevering and putting in effort. As a result, clients immediately contacted her and signed documents once travel restrictions were lifted.

The pandemic also provided Lucy with an opportunity to rest and focus on building her family and personal goals. Initially, she was concerned about not being able to travel, but she learned to make good use of her time to acquire additional knowledge, such as immigration, to provide clients with a broader perspective and meet their various needs beyond just insurance.

Reasons for Persistence

 

Lucy firmly believes that the insurance industry will continue to grow and that her never-give-up attitude will enable her to recover her pre-pandemic level of work. Therefore, she persisted even during the period of job turnover.

Success experience

Team support:
Lucy is hardworking and smart, but just lacks a little self-confidence. However, the team’s spirit of mutual assistance allowed her to grow up with her company, and now her achievements are obvious to all.

Good communication:
"Being more considerate from the customer's standpoint, communicating more, analyzing and planning rationally, answering customer questions as soon as possible and providing a suitable plan, will naturally win the trust of customers."

Building Trust:

"Besides perseverance, the key to success is making customers believe in your abilities."

Time Management:

As a mother, Lucy learned to prioritize tasks, handle important matters first, and allocate more time to her family. While dedicating herself to work, she also ensured she didn't miss out on her child's growth.

Short-Term Development:

She hopes to push herself to achieve the TOT*** (Top of Table) recognition.

Long-Term Development:

In the next five years, she plans to rebuild her team by not only recruiting IANG (Immigration Arrangements for Non-local Graduates) and individuals with similar backgrounds but also hiring talented individuals with diverse backgrounds.

Industry Development:

Lucy firmly believes that the insurance industry will receive more attention after the pandemic ends and will continue to thrive. She has achieved good results in the insurance industry in the past and firmly believes that the pandemic will eventually pass, and the insurance industry will continue to flourish.

Advice for Young People

"This industry requires long-term commitment and cultivation. It's not about achieving significant success right from the beginning. Only through perseverance will you see returns, and clients will trust you because of your perseverance."

*COT ranks in the top 0.1% of global financial advisors
**MRDT ranks among the top 1% of global financial advisors

***TOT ranks in the top 0.01% of global financial advisors

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