These are the primary questions every insurance newcomer needs to consider. In Hong Kong AIA's SY region, at the senior district manager level, Ms. Lee's team achieved the #1 ranking across all Hong Kong regions in 2017! Good mentors are hard to find, and exceptional talents are even rarer. What kind of life aspirations and experiences have made this insurance industry 'veteran' persist through 20 years of ups and downs without hesitation?

Educational Background

Ms. Lee graduated from the University of California, Irvine - the most comprehensive and strongest branch of the California school system, where she studied and successively obtained bachelor's degrees in Psychology and Business Management.

After graduation, she returned to Hong Kong and joined Swiss Fintech Hong Kong as a Senior Financial Advisor, undergoing comprehensive and systematic financial company position training. By chance, she joined AXA Hong Kong, one of the world's largest insurance groups, as a Senior Manager, mainly responsible for asset management and training new financial planners. It was at AXA that she truly discovered her passion for the insurance business.

Seeing that the insurance industry abroad was becoming mature and sophisticated while domestically there was little knowledge about it, Ms. Lee felt deeply troubled. So she made a monumentally significant decision - to extend her business to mainland China. This decision redefined the second half of her life!

In early 2006, Ms. Lee began working at AIA Hong Kong as a Senior District Manager, responsible for client asset management, asset inheritance, and training new financial planners.

Don't forget the original intention, Fang De is always. 20 years in the insurance business and 20 years of sticking to her original aspirations, Lee has won many honors and qualifications to participate in the Hong Kong AIA and SY regional summits.

During this period, Lee has successively won the Frontline Leader Award (FLA) Silver Award, the Management Development Award Silver Award, and the IDA Dragon Award.

At the same time, she also obtained multiple high-value industry qualifications including FLMI Life Insurance Manager from the American College of Life Underwriters and Registered Financial Consultant (RFC) from the International Association of Registered Financial Consultants. These top professional recognitions and multiple honors have become glorious footprints behind Lee.

Be responsible to your clients. Serve them with your heart.

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.

The same situation continued until Lee's client was unfortunately diagnosed with cancer. After this life changing event, Lee's client began to proactively contact her on a regular basis. Within these conversations, Lee could tell that her client had two main worries: one was the worry of not being able to obtain insured compensation, and second was the client's worry of worsening health conditions. Understandably, Lee became physically tired due to the extra work load and phone calls. Making things more difficult is the fact that she does not have all the answers to her client's questions, such as the client's health conditions back then. However, none of her client's pickiness and high expectations swayed Lee away, she even made a promise to her client at the end during a phone call: "Listen, sir, let's divide up the work load. You focus on getting well and improving your health while I will do everything I can to help you receive your compensation. In areas where the end result could go both ways, I will still strive to do my best to fight in your favor".

With Lee's hard work and persistence, the client eventually received his compensation. With this money and personal savings, the client went to the USA and luckily recovered his health over time. Once his health improved, his attitude towards Lee also changed significantly. He became very respectful to Lee and also began to be much nicer to those around him. Her client would regularly tell those around him that Lee gave him a lot of confidence when he was ill, and this confidence was as precious as anything that money can buy.

After joining AIA, she also naturally became a frequent visitor to AIA magazines and newspapers in Hong Kong, and she herself obtained a lifetime membership of the world's top MDRT, known as the "Hermes of the Insurance Industry".

Many years of insurance business have cultivated Lee superb speaking skills. At the annual meeting of the Million Dollar Round Table (MDRT) in the United States, Lee delivered a speech full of experience sharing.

In addition, she has been invited many times to give speeches at world-class universities in Hong Kong such as Chinese University.

If love is the driving force behind Lee's 20-year dedication to the insurance business, then her husband and family are the spiritual pillars of Lee's self-satisfaction.

Both of them are engaged in insurance business in AIA, Lee's husband also received a FPSB (Financial Planning Standards Board) International Financial Planning Standards Board certified international financial planner professional qualifications, and won the 2007 Hong Kong Financial Planner Award.

Under the influence of the couple, the two sons showed a keen interest in the insurance industry since childhood. Therefore, the couple hopes to turn the insurance business into a business and pass the business on to their two children.

A successful career and a happy family are the portrayal of Lee in the first half of her life. She has devoted herself to volunteer activities without hesitation, which has enriched her spiritual world! In the past few years, she has traveled to the mainland many times to encourage and help those left-behind children in the mountainous areas, participate in the "Mentorship Program", raise funds for the church, and serve as a volunteer consultant for eight world-class universities in Hong Kong.

The most important thing is that Lee hopes that through her 20 years of working experience and social influence, she can divert more social resources to help the "Hong Kong drift" mainland students, so that they can use their professional skills in Hong Kong to spread the word. the road to future success.

Today, 90% of Lee's team have university degrees and master's degrees, they all graduated from top universities in Hong Kong, and more than 90% of the members majored in finance.

The insurance industry in Hong Kong is booming, and more elite talents will be needed in the future. The team formed by Lee has 20 years of experience in the insurance industry and rich social resources in Hong Kong, which many domestic managers and their teams do not have. Advantage.

If you are looking for an elite team for asset management, then Lee's team will be your best choice!

Constantly giving back to society

During their busiest times last year, Lai and Lee hosted a group of children from Africa. Amongst them, three of them came from Kenya. Since they were orphans, the elder child took care of the two younger children. They came to Hong Kong in hopes of seeking donations. Therefore, they lived in Lai and Lee's home during this period of time.

It was a very busy period of time for this couple. Not only are they expected to perform exemplary at work, they also just moved into another flat and have not yet settled in. Nonetheless, they still decided to become a host family. It was an interesting experience, filled with hard work and complications. But it also made them feel warm and sympathetic.

With an effort and desire to raise funds for their charity, these children had to visit various secondary schools to perform; singing and dancing. After a day's hard work, they went back to their host family. As they took off their shoes, even Lai and Lee's housekeeper raised her eyebrows. The condition and odor of their socks were poor and horrendous. Off course, none of them said anything or made a comment. The next day, without any hesitation, they took out many pairs of new socks and placed them next to their shoes.

Later on, they found out every child is only entitled to two pairs of socks. Without the proper clothing, it must be very easy to get ill and feel chilly. The winter season in Hong Kong is rather chilly this year. None of these children from Africa had never experienced such cold weather before. Therefore, one of them caught a fever. Lee went out to seek for medication, and got out of her way to get more clothing for them. Surprisingly, none of them took the cloths. The reason is very simple. It is because they only have one bag pack per person. Thus, they were worried the new items would not fit inside their bag. Lee suspected it might have something to do with airline's luggage weight restrictions. Lee had the privilege to experience poverty in such simplicity, yet it is still filled with lots of happiness. The children's down to earth living standards and positive attitudes made Lee feel very warm in her heart.

During this period of time, Lee assisted in the needs of these children as much as she could. Apart from making donations, she would also call in favors from friends to drive the kids to where they need to go, as well as giving the children better food.

"Many people in the world live in pain. What you can do is try your best to make some change in their lives. Subsequently, your heart will also be filled with joy and happiness. Some people may lead a busy life and become very successful, but they may not live their lives to its fullest. Contributing towards making our world a better place should serve as part of our life's purpose. The feeling of knowing that you were able to make someone else's life better and easier because of what you did. The happiness and satisfaction you feel in your heart is priceless", says Lai.

Lai and Lee pay very close attention to the wellbeing of teenagers. On top of acting as a home stay family, they also invest a lot of their time into helping others. Some of them include visiting underprivileged children living in rural areas of China, and volunteering in secondary schools and universities in Hong Kong as financial consultants and speech givers. In the world of financial planning, questions and uncertainties toward future career paths, even uncertainties or problems with their life in general, Lai and Lee strive to give these young adults their most honest opinions.

Outside of school, Lee is always more than happy to share her past experiences to young individuals entering the financial sector. As a life member of the Million Dollar Round Table (MDRT) meeting, she had the honor of being delivering speeches at various settings and locations. Furthermore, while attending an MDRT meeting in the USA, she had the honor of delivering a speech in front of 300 attendees.

Lee does a lot more than delivering speeches. She shows her thoughts and positive values through action, not just words.

Exemplary mentoring

Mansfield and Wendy are excellent mentors to their young team members.

Two years ago, a young woman wanted to join her team. At that time, she wanted to give it a try. But when Wendy asked her if she had told her relatives, friends and family, she said: "No". For the future, she didn't think much about it. All she had was compassion and excellent work ethic.

Wendy thought she had potential in this line of work and decided to welcome her to her team with open arms. At first, no one was willing to buy insurance plans from her. In her frustration and countless disappointments, Wendy decided to accompany her back to her hometown to meet her friends and family and show her the ropes. More importantly, Wendy wanted to guide her to become a better financial planner. The trip lasted four to five days. Their first day was very productive and they met a lot of people. Near the second day, Wendy asked her if she had any plans. She answered "no". Wendy tried to further push her to come up with a plan. However, she still didn't know who else to meet or turn to. Finally, she thought: "Why don't we make a 'cold call'? Let's go to the street and talk to people who are willing to talk to us." Hearing her desperation, Wendy didn't know how to answer her. After all, what's the point of traveling thousands of miles to her hometown just to make a 'cold call'?

It was a beautiful day. The beginning of spring. In this tightly connected small community, maple leaves swirled and danced in the air.

In the end, Wendy still decided to drag her along with the neighbors and other residents of this small community. Wendy even met with her family to express her sincerity. She wanted to educate them more about Hong Kong's work culture, but most importantly, to start building trust with them.

What happened next was a surprise. The young woman had an epiphany and began to surpass many of her peers. At the end of the first year, she achieved very impressive results, ranking in the top 0.1% globally. From July to September 2018, her results entered the top 60 of AIA Insurance. Remember, AIA Insurance is a company with more than 15,000 financial planners. As a form of encouragement, the company placed her advertisement in Central and Hong Kong Railway Station to promote the CEO Club competition at the time.

Like many others, Wendy also thought what happened was unimaginable. But in educating and nurturing young people, she really expressed a lot of sincerity. She understands that everyone has a different work pace. Some are naturally faster than others, and some are slower. But she thinks that a slower work pace is not a problem. She thinks what's important is whether you have someone to accompany you along the way. Just like the young woman we've been talking about, she did well in school and exams, and she was also very hardworking. She knows how to face difficulties and cope with adversity. At first, all she lacked was confidence in her own abilities. However, as long as she has the right attitude and confidence, her future will definitely be bright.

Nowadays, in the first seven to eight months of the year, Wendy always devotes most of her time and energy to recruiting and developing talent. She is very good at recognizing everyone's strengths and strives to educate that person in a way that fully develops their potential. If a person has talent in computers, then he or she can do more work in data analysis. If a person has a very wise personality, then he or she may be able to focus on serving more mature elderly clients. People who think like millennials and have a relatively young mindset should enter the market with the younger generation. What never changes is our professionalism and dedication to work, which is what Mansfield and Wendy often stipulate.

Mansfield and Wendy consider themselves professionals at work. They have a long-term vision for the future and always put hard work, persistence and sincerity first. Therefore, they expect all members of the team to have the same positive attitude. In their view, what they do is not just a profession, but making the right commitments and being responsible to clients.

At home, Mansfield and Wendy have their lovely children. At work, they have hardworking team members. They hope that as the industry continues to develop in the future, more and more people will enter the market and shoulder the responsibility of serving customers with integrity and trust. It is worth noting that although their two sons are still young, they have gradually developed an interest in the insurance industry. Mansfield and Wendy are grateful for this because they have always wanted to turn their careers into a business and hope to one day pass the business on to their two children and pass on the responsibility to future generations.