Time to go home: Allianz Life Changers show work-from-home job works in Northern Mindanao

Working from home can mean mixing business with pleasure — allowing you to take control of your own time. The COVID-19-birthed set-up urged companies to adopt the new norm for a simpler, more convenient, and efficient work style.

Allianz PNB Life's Ursa Major Life Changers are young, dynamic, and goal-oriented from Northern Mindanao who are digital by default. Led by Managing Partner (MP) Jane Sarandi, and her team, Agency Leader (AL) Erickson Miquiabas and Agency Partner (AP) Avie Opena, they took on the role of financial literacy educators in the Philippines‘ digital age.

VIP treatment with the help of digital-centric service.

Despite having an office where they can meet clients face-to-face, Ursa Major fully embraced the digital environment that enables them to work anywhere. Anything done online will have its challenges, but that‘s where creativity and credibility come in so that clients are open and up to date, trusting the new type of service.

“Talking to clients online is not that different. It resembles face-to-face interaction, especially with the tools available at hand now,” AL Erickson said.

Clients trust Ursa Major with digital investment because the agency carries the name of the #1 Global Insurer in the World – Allianz. Coupled by the fact that its partnership with Philippine National Bank allows the Life Changers to foster a sense of trust while transacting with Ursa Major.

Being on social media has its advantages, the Agency Leader said. Ursa Major can cover a broader range of clients, hold meetings, and close deals on the same day with their 15-minute fast approval and even faster issuing paperless policies.

The agency‘s implementation of a digital-centric service not only allows the company to accomplish its role of combating financial risks at home, but minimizes their risk of physical contact during the pandemic.

Balance and strengthen client relationships behind the screen.

MP Jane sees no difference between dealing with clients personally or online, because “if they trust you, how you present yourself and the product are what matter.”

As clients rely on technology, AP Avie expounds how Ursa Major gained accountability with their tech-driven service. “There are so many ways to do this. Protect your customer‘s data, offer a secure purchasing experience, but most importantly, build a strong relationship with your customers.”

Transparency is key when you’re in the industry, AL Erickson said. “There is a need to tell clients the pros and cons of investment. That way, I can build their trust and have a clear understanding of the services they need to get.” The mission of the Ursa Major Life Changer is for the client to come out more knowledgeable about his finances, so he can make the right decision when he’s ready.

To be in the financial services industry, you must have thick skin.

Being a Life Changer is a noble job, MP Jane said. “We are like doctors. We diagnose the needs of our clients and prescribe them with the right solutions for contingent events.”

If you want to join Allianz‘s Ursa Major, be ready to learn. Empty your cups because it‘s not an easy job. You need to be optimistic to survive the financial services industry. AP Avie, a newbie in the Allianz and in the insurance industry, stressed the need to be open to rejection.

“It‘s always there, and you can‘t avoid it. Despite the multiple rejections I‘ve experienced, I‘ve learned to simply trust the process,” AP Avie said.

When you‘re a Life Changer, you need to be more productive and aware of the importance of insurance — showcasing to Filipinos the need for insurance to secure themselves and their loved ones. It then creates an environment to be ready for all types of uncertainty.

If you can educate people on the importance of investments, health, and life insurance, or even lead others to become Life Changers digitally, then sign up above for a life-changing opportunity.

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