关于我 About Me
- 角色 Role
- 寿险顾问 Life Insurance Advisor
- 棱镜 Lens
- 射手座、INFP (MBTI)、显示型生产者（人类图） Sagittarius、INFP (MBTI)、Manifesting Generator（Human Design）
- 兴趣 Interest
- 冥想、徒步、美食、健身、电影 Meditation、Hiking、Food、Fitness、Movie
- 经验 Experience
- 2024.09 开始寿险顾问的事业，为客户提供健康保障、养老规划、财富配置的保险咨询及配置服务；在此之前，有二十年工作经验，分别在半导体封装测试从事技术培训，以及在汽车行业的人力资源管理工作。 In September 2024, I started my life insurance advisor career — helping clients with health protection, retirement planning, and wealth management through insurance. Before that, 20 years across two industries: semiconductor technical training and human resources management in the automotive.
- 工具 Stack
- Obsidian · Codex · Cursor · WorkBuddy · Feishu Obsidian · Codex · Cursor · WorkBuddy · Feishu
- 学习 Learning
- 友邦个税规划师、健康管理师、养老规划师、保险金信托规划师；国际认证热情测试执导师、正念四重奏课程、十日内观课程 Certified Passion Test® Facilitator；Certified PPA®（Personality Profile Analysis）；Mindfullness Meditation / Vipassana Meditation
- 坐标 Location
- 中国 · 上海 & 昆山 Kunshan & Shanghai · China
- 年龄 Age
- Calculating...
职业旅程 Career Journey
寿险事业 Life Insurance
寿险事业，是一份用专业把不确定变成确定的长期工作。 Life insurance is a lifelong profession — the art of turning uncertainty into certainty through expertise. 生老病死，是人生唯一无法回避、却始终无法预知的部分。人寿保险存在的意义，就是把这种不确定，转换为一份可以规划的确定——用当下可负担的投入，锁定未来最需要时的保障。 Birth, aging, sickness, and death , the one part of life none of us can escape, yet none of us can foresee. This is precisely why life insurance exists — to transform that uncertainty into a certainty you can plan for, using what you can afford today to secure the protection you'll need most tomorrow.我所在的「平台」 Platform
友邦 —— 以专业、诚信与爱，助力家庭和企业健康长久好生活！ AIA CHINA —— With professionalism, integrity, and love, we are here to help families and businesses to live a Healthier, Longer, Better Life.
我所在的「团队」 Team
钰程 —— 以共创、诚信、专业、利他和幸福的团队文化，感召同频者同行。 Yucheng — gathering like-minded partners through a team culture of co-creation, integrity, professionalism, altruism, and happiness.
这份事业 Career
保险，有着它与生俱来的特殊性——它要求我们在风平浪静时，去为未知的风暴做准备。然而，人的天性往往不会主动去规划那些“看不见的风险”。 Insurance is a unique product — without awareness, people rarely plan for risks they cannot see. In a market still maturing, it takes professional advisors to help clients see those risks and manage them.
那句“保险是被卖出去的产品”，背后其实是一份沉甸甸的主动与担当。 As the saying goes: insurance is sold, not bought.
正因如此，这个时代需要一群真正专业的顾问。 我们需要主动走到客户身边，去触达、去唤醒；我们需要用扎实的专业和同理心，帮助他们看清风险，并妥善管理起来 这是一项需要时间来验证的事业。 它摒弃短视，完全依赖于你的专业、诚信与对客户的长期陪伴。当你把这些品质转化为时间的复利时，你会发现，这也是一份罕见的、能随着岁月沉淀而越做越从容的工作。 It takes initiative — reaching clients, awakening awareness. And it takes expertise, integrity, and long-term commitment to do well. This is a career of true compound growth, one that grows more assured with time.
这里，属于长期主义者。 Welcome to join us.
