From Tutor to Legendary Planner... Lee Jaeyeon, Dongyang Life FC "Partnering with Customers through Trust"

Jaeyeon Lee Dongyang Life FC

Lee Jae-yeon, an FC (Financial Consultant) at Dongyang Life Insurance (age 63, Gangnam branch), who has won the annual award given by the insurer to outstanding insurance planners for over 20 years without fail, is making headlines.

Since 2003, Lee has been named an annual award recipient every year, and at this year's ceremony, he received the 'Silver Award.' This was thanks to signing a total of 279 contracts last year. Excluding holidays, this means he signed nearly one contract every day. This year, he also received a new title from the company: 'Honorary Director.'

Lee entered the insurance industry in 1997, during the difficult period of the foreign exchange crisis, after working as a private tutor teaching children. As tutoring opportunities gradually disappeared, and with an urgent need to support his children financially, he learned about the FC profession through a friend's introduction.

He said, "When I started as an FC, I set goals every year, every month, and every week, and did my best to utilize and develop the given assets such as personal networks and databases (DB)." He added, "The trust I built during that process created my current position."

Lee emphasized, "The most important thing for someone selling insurance products is trust," and explained, "Trust comes from expertise, and when you design for the customer's future without focusing solely on immediate profits, you realize later that it brings good results."

He continued, "I feel happiness when I talk with customers not about insurance, but about life and living," and added, "When customers approach me first to share their difficulties and open their hearts, I feel rewarded as a life partner, not just an FC."

While consulting with customers, he does not recommend canceling products from other companies. He explained, "My sales secret is to maintain contracts for products beneficial to customers and to recommend reducing unnecessary parts while keeping the contracts."

To juniors starting as FCs, he advises, "Become an FC that can be trusted." He stressed, "We are professionals, not just office workers. In this era of experts, you must build broad insurance knowledge and become a trustworthy FC."