Ping An 84 Diamond Role Model Story Fu Lizhuo: The Path of Diamonds Has No Limits, Cross-Industry Transformation Sparks Brilliance

Among the top-performing agents at Ping An Life Insurance’s Xiamen branch, Fu Lizhuo’s career transformation stands out. He has 11 years of banking experience and was inspired to switch careers after an accidental insurance service experience, ultimately joining Ping An Life. As of May 2025, he has achieved 84 diamonds and has been continuously awarded the “Diamond” honor for 91 months, becoming a model of successful career transition from a financial professional to an insurance agent. His growth path embodies a replicable methodology of “goal anchoring, tiered service, and lifelong learning,” further illustrating the core competitiveness of insurance agents in the new era.

Origin of Cross-Industry Transition: From Banking Elite to Insurance Newcomer

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Fu Lizhuo’s connection to insurance began with a rethinking of “professional value.” In 2018, while assisting a colleague who had left banking to apply for a credit card, he learned about the vital role of insurance in family risk management. “She shared a case where a client received a claim for critical illness, alleviating family financial pressure, which made me feel the warmth of insurance services.” At that time, working in banking, he served a large number of clients but lacked deep interactions and couldn’t see how his work changed others.

“Banking work is more like process-driven operations, while insurance emphasizes personalized service.” After careful consideration, he decided to leave the familiar banking system and join Ping An Life. For him, this was not just a career change but an upgrade from “doing things by rules” to “serving by value.”

Goal-Oriented Growth: From “Novice” to “Diamond”

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When he first entered the insurance industry, Fu Lizhuo set a monthly diamond target for himself. He continued his meticulous work style from banking, planning daily client visits and establishing long-term relationships. During a critical period of promotion to team manager, he faced performance pressure when a client canceled a policy application at the last minute. Ultimately, by carefully analyzing the client’s needs, he successfully signed a critical illness protection product, achieving his promotion goal. “That experience made me realize that continuous client service is the foundation for maintaining stable performance.”

In client service, Fu Lizhuo adopts a “tiered management” strategy. For high-net-worth clients, he emphasizes deep, long-term relationship maintenance, offering services beyond insurance, such as assisting with bank points redemption, platform discounts, and even inviting clients to family dinners. With professional skills and attentive service, he has earned high trust from clients. Last year, under his ongoing service, a client gradually improved their coverage plan and proactively recommended several others to join his service circle. For ordinary clients, Fu Lizhuo cleverly incorporates local cultural features of Xiamen to enhance interaction and stickiness.

Since joining Ping An Life, Fu Lizhuo has gained long-term trust from clients through his professionalism and quality service, earning recognition within the company and industry, and becoming a trusted role model in his team.

Long-term Vision and Digital Perspective

Transformation Inspiration: Self-Reinvention in the Insurance Arena

Today, Fu Lizhuo has become a benchmark at Ping An Life’s Xiamen branch, leading a team of elite professionals with a strong financial background and high professional standards. He often emphasizes to his team: “The essence of insurance sales is long-term service; closing a deal is just the beginning of building a relationship.” To continuously improve his expertise, he attends finance-related courses annually at his own expense and encourages his team to grow together, always practicing the core philosophy of “professionalism creates value, service shapes the future.”

From a banking elite to a leader in the insurance industry, Fu Lizhuo exemplifies the transformation journey through action. He proves that: transformation is not scary; as long as you anchor your goals, deepen your service, and keep learning, you can create a brilliant life in the vast insurance arena.

Note: The personnel mentioned in this article are insurance agents.