Success Cases
I initially joined the insurance industry simply because I was attracted by its unlimited potential for development. However, after experiencing many insurance claims, both large and small, I discovered from the smiling faces of my clients and their families that my work is actually full of meaning. Life affects life. Unconsciously, I have walked into other people's lives and improved the lives of many people.
Team Voice
Membership Structure
The positioning of Core colleagues is "Team Player with the spirit of a wealthy medical team." The goal is to build them into regional supervisors and continue to develop them into Top of the Table (TOT). To achieve this goal, Core colleagues need to have the mindset of successful people, good work and life values, professional knowledge and skills. Discipline comes before self-discipline, so coming to work on time every morning is essential.
Premier Lady is a platform analyzed from Core, with the same positioning as Core, but with a different management model, specially designed for working mothers. Premier Lady colleagues have different and shorter weekly working hours than Core colleagues, with flexibility to accommodate working mothers balancing family and career, realizing the motto "achieving self-fulfillment and happy family."
The positioning of Associate is "Business Partner," suitable for colleagues who need freedom and have high self-discipline and high-demand customer groups. Since they are not suitable for or unable to follow the team's lifestyle, there are no seating arrangements in the office and no fixed office hour requirements. They are mainly supervised by their direct Leaders.
The KEY platform is designed for people who don't live in Hong Kong and mainly focus on MCV business with mainland approved clients. Through evening online training, with remote work system support, colleagues can share in the benefits of Hong Kong insurance in this era.
Members' Profiles
After graduating, I've been with Utopia for 13 years. I'm happy to witness and am very grateful that today's Utopia team has become the most dynamic team in the entire company and even the industry. Nowadays, many traditional insurance teams are facing aging issues, and as the industry faces operational difficulties, they also face challenges. Fortunately, Utopia has a well-established team system and training system, which not only helps colleagues build a solid foundation to reach the next level but is also the best cradle for nurturing a new generation.
The Premier Lady platform is truly thoughtful and interesting. It provides a very flexible work arrangement for "mothers," allowing us to better balance work and family. Here are the aspects of the platform that I particularly love: 1. Flexible working hours, 2. Remote work convenience, and 3. Professional training and support. This truly improves the quality of life and work satisfaction for women. I hope more working mothers can enjoy the conveniences brought by this platform!
Joining Utopia opened my MDRT journey! With efficient enterprise management systems, abundant resources, and professional training systems, I can achieve excellence as an insurance practitioner while working part-time. The Associate platform offers flexible time management solutions, allowing everyone to balance career and life, achieving a perfect balance between personal value and career development.
In early 2023, I began visiting Hong Kong again to accompany my child studying abroad. By that time, I had been working at AIA for 5 years, but later found that Hong Kong insurance was not what I expected in terms of industry and company. At this time, Utopia opened the Key platform for colleagues who don't live in Hong Kong, and I joined this platform, having a solution to balance career and family. In recent years, I've participated in team meetings, training, and customer service online, returning to Hong Kong periodically to handle matters that need to be dealt with in person. My career continues, and I've established a suitable work rhythm, practicing MDRT's "whole person" concept.
Team Demographics
Our People
62% Mainland background identity
Distribution across 33 provinces
86% University education or above
Team Member Testimonials
Arthur Yiu
Utopia's systematic learning not only integrates fragmented wealth management industry knowledge but also enhances work experience and interpersonal skills for professionals, creating professional insurance financial advisors. This complete replication of successful systems can also help newcomers in management experience, providing management assistance and experience, promoting faster and more effective achievement of excellent results and promotions in career development, benefiting countless workplace newcomers like me.
Jade Yu
Utopia may be Hong Kong's most professional and ambitious wealth management team, with team members who are professional, dedicated, helpful, and loving! Regardless of your background, in this professional, warm, and loving family, they can help you succeed quickly!
Melody Lin
After working in third-party financial planning for 7 years, I transferred to the Utopia team. Utopia's successful training system has given me unique breakthroughs in large team development. Additionally, Utopia's director, Wave, is a devout Christian who pursues professional success while not forgetting to serve God. I strongly agree with these values and hope to be salt and light for God in the workplace.
Anson Kwok
Before joining Utopia, I worked at other insurance companies for several years but never experienced the power of corporate culture. With the arrival of COVID-19, I chose to join the Utopia team. Although team members from Hong Kong and mainland have different cultures, we work closely together, forming good relationships. Hong Kong colleagues' creativity and mainland colleagues' initiative fill the team with energy. This mutual-aid family has helped me achieve professional breakthroughs. Choosing Utopia was the wisest decision for my development!
Achievements
Our ACHIEVEMENTS
2011-2024: Team performance growth exceeded
2,349%
5 Highest Team Honors: Super Outstanding Team
2016 World Record: 100% MDRT, 39% COT & TOT
Awards
More Team Members
I firmly believe that AIA Utopia is the insurance advisory team with the most resources globally, with an admirable management system. It provides completely professional training, allowing members to master the details of Hong Kong, China, and Macau markets. Utopia members' learning and professional standards are admirable, and the team culture is selflessly supportive. With Wave's excellent management, we can develop securely here, creating a successful business platform.
Before joining Utopia, I worked at another insurance company for three years and had heard about MDRT's reputation but didn't understand corporate culture. In 2017, I chose the Utopia team. Although colleagues from Hong Kong and mainland have different cultures, we work closely together. In this mutually supportive family, I was promoted to Regional Director in 2023 and to Regional General Manager in 2023. Choosing Utopia was my wisest decision!
After working in the insurance industry for twenty years, I decided to join the breakthrough Utopia team to embrace new challenges. Although colleagues from Hong Kong and mainland have different cultures, they work closely together under management support. I achieved MDRT in three months and became an Elite Premier Advisor in five months. The team now has 10 partners. My goal is to become an AIA Regional Director within three years, and I look forward to creating a better future together!
After changing careers, I entered a place full of love and joy. In this team, I feel that everyone is working toward a common goal, and the sharing and mutual help in respect make me feel excited. I look forward to realizing my ideal blueprint here and helping others.
After 12 years in insurance, I moved to Utopia 6 years ago. This is an opportunity to start with new ideals and joy. Changing companies means being responsible for clients' trust and support. At Utopia, I continuously learn and grow, still serving clients and providing better quality service, helping me pursue excellence in the insurance industry.
After graduating from university in 2014, I entered a local bank as a customer service manager, seeking stable work. However, the bank's sales targets often ignored customers' real needs. I thought if doing the right business and saving is a win-win, besides earning income, I also hope to bring value to others. After contacting Utopia, I changed my view of the insurance industry and improved my professionalism and market competitiveness in its youthful, active atmosphere and joyful sharing culture.
I used to think banking was enough to earn money, learn more, and earn more, but after several years, the actual work content was repetitive and involved overtime. When I hit a career bottleneck, I learned about AIA and Utopia and decided to join. In this worthwhile working environment, I learned many things I hadn't encountered before and had the opportunity to practice, while also improving my time management and ability to benefit others. I realized that often, diligence and effort are more important.