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日前,平安北京分公司寿险经考试合格的50位寿险代理人怀揣证书正式上岗,成为北京寿险市场上首批“个人理财规划师”。今后,他们将手提笔记本电脑,使用电子展业夹、个人理财建议书等工具,从现金流管理、资产分配比例、风险管理等方面给客户提供全面的财务分析和理财建议,开始全新的个人理财顾问式行销。
Recently, Ping An Beijing Branch of Life Insurance passed the examination of 50 life insurance agents formally registered with certificates, becoming the first batch of life insurance market in Beijing “personal financial planner ”. In the future, they will provide their clients with comprehensive financial analysis and financial advice in terms of cash flow management, asset allocation ratio and risk management by using laptops, electronic trade shows and personal financial proposals, etc., and will start a new personal financial advisor Marketing.