Wendy lee.jpg

Wendy Lee

Contact number: +852 9021 5703

 

2018年獲得香港人壽保險經理協會的前線領袖將(FLA)銀獎和管理發展獎銀獎

2019年獲得香港人壽保險經理協會的管理發展金獎和管理卓越銅獎、管理發展獎銀獎、IDA龍獎,并考取了FLMI壽險管理師、認證財務顧問師(RFC)資格。

百萬圓桌會議终身會員資格這一保險業頂級榮譽

"Always work tirelessly to strive for excellence.
At the same time, constantly encourage and push yourself and those around you. "

如何從一個代理人蛻變成一個專業的理財策劃師?

這是每位保險新人需要思考的首要問題在香港友邦SY區域、資深分區經理級別中李春雷女士所帶領的團隊斬獲2017年度香港全區域排名第一!伯樂難尋,千里馬更難尋,究竟是怎樣的人生抱負與經歷,讓這位保險行業的“老司機”20年風雨無阻、義無反顧的呢?

Close up look on their professional background
WendyLee李春雷團隊.jpg

Unlike most other financial planners back in the day, Lee took the unorthodox route to study abroad in the USA for university. She majored in psychology and business management. Upon graduation, she came back to Hong Kong and entered the financial sector. Thus began her professional career in the financial planning and asset management industry. In 2006, she joined AIA International Limited as a Senior Unit Manager, and has been working there since then.

20 years of hard work and inside knowledge about the industry has earned Lee a good reputation. She had earned several awards presented by General Agents & Managers Association of Hong Kong (GAMA): 2018 Frontline Leader (FLA) Gold Award, 2018 International Management Award (IMA) Bronze Award, and 2017 Frontline Leader (FLA) Silver Award. Furthermore, she was also awarded an IDA Bronze Dragon Award, a FLMI certification as a Life Insurance Manager, and a certified Financial Consultant (RFC) qualification. Lee also had the highest honor to be recognized as a Million Dollar Round Table (MDRT) life member.

Her husband, Mansfield Lai, is a high achiever in his academic studies. Many may not be familiar with the weight and value of a CFP certification. Out of 100,000 licensed financial planners in Hong Kong, only around 6,000 financial planners has earned this certification. This certification is considered top-tier and highly recognized worldwide. It covers insurance, investment, taxation, company benefits and other important areas of study. With the desire to receive such a top-tier certification, Lai spent three years studying for it while also working at the same time.

 

Moreover, this certification does not last for a lifetime. In order to account for changes in the market, upon earning the certification, members still need to continue to educate themselves. They are expected to earn ten academic credits per year, and constantly learn about new career related information and current events, to make sure one will not fall behind with the market’s expectations and needs. Lai’s dedication and hard work paid off when he was awarded with a top prize in Financial Planning in 2007.

 

Sometimes, doing your job is one thing, but being patient and thorough in the way you serve your clients is a different thing. Let’s look at an interesting story. Lee once had a client that gave her many headaches. This particular client bought an insurance plan from her twelve years ago. Once a year thereafter whenever the client’s insurance plans are reviewed, the client was never courteous to Lee. When Lee would go see the client, the client would always show some form of dissatisfaction and a stern face. But this was never intended to be against Lee, it seems that this is how he treats many people.

李春雷女士.jpg
李春雷女士團隊.jpg