This Allianz agency shows how freedom thrives in a hybrid workplace

The biggest challenge in the insurance industry during the COVID-19 pandemic is face-to-face selling in places with strict quarantine restrictions like the National Capital Region (NCR).

Allianz PNB Life‘s Monoceros Agency has opened their hearts and minds with the virtual setting where they are able to sell their products personally or digitally. Managing Partner (MP) Edmund Veloso, Agency Leaders (AL) Jeff Luspo and Dave Pante, and Agency Partner (AP) Rhea Chong encourage Allianz Life Changers by mixing traditional and digital financial coaching in Metro Manila.

Being a Life Changer is a two-way street

Being an Allianz Life Changer (and a successful one at that) means being able to build your business and set your own rules. To become a successful Agency Leader, you need to be able to wear two hats as a recruiter and as a sales manager – you set the standards for your team. Allianz Agency Leader Dave invites trusted and potential recruits that can be the best in the financial services field.

“We are here to give them the most important opportunity which is to improve themselves. We train recruits to soon be Agency Leaders themselves by mastering essential skills like financial needs assessment, activity management, and the art of strong sales presentations,” AL Dave said.

In Allianz, the most important goal of a Life Changer is to share knowledge on the value of savings and investments and the different financial strategies that could fit Filipinos’ current needs and priorities, as well as their long-term goals. In order for them to achieve this goal, Life Changers need to be able to capture the interest of the people.

You can‘t teach what you don‘t practice

Being a Life Changer not only means helping others, but also helping yourself. AP Rhea said that she is much better at handling her personal finances and is able to encourage family and friends to do the same.

“A big chunk of my income automatically goes to savings and investments, while a part of it is for personal spending and leisure to reward myself after working hard. I also got myself an insurance policy which I pay quarterly, while helping my family and friends get one for themselves,” AP Rhea said.

Listening with passion and heart is the best-selling tool

When selling insurance solutions, it doesn‘t matter where you are. As long as you have the right listening skills, you will go a long way. MP Edmund stressed that listening is the number one skill a Monoceros Financial Advisor should have.

“When you listen to someone, you get to know them more. You get to know where they’re at while solving their problems and their needs,” MP Edmund said. However, even if you come from different walks of life, you can also have a future at Allianz when you have the heart to help others.

Do you have the heart to help others become financially secure? Are you open to doing it virtually? If yes, then you‘ll succeed in this business. With perseverance and passion, MP Edmund assures a path will be paved for you within the agency.

These traits have allowed the agency to be recognized as number one in the Metro Manila region for several months — as they help Filipinos secure their lives, especially during the pandemic.

Introducing the old with new techniques

Monoceros Agency believes that the traditional approach is the most effective way to do business. As the economy and businesses start to open, foot traffic is increasing in lifestyle areas such as malls, parks, and et-cetera. The agency has put up stalls in different malls around Metro Manila and Provincial areas to conduct practical selling in the most casual setting. Life Changers invite anyone to sit down and have a no-pressure, casual but informative discussion about their savings and protection needs. The coffee-session is not just about insurance solutions, but it is a financial needs assessment based on what is shared between the Life Changer and the prospect.

Focusing on a more holistic style of conducting business, AL Jeff takes advantage of these services by doing both face-to-face and virtual talks on cash flow management.

When relaying Allianz products, whether using the coffee stall setup or online, one goal remains in mind: teaching Filipinos the value of life insurance and the importance of cash flow management to prevent potential money problems, AL Jeff said.

• How do you organize cash flow?
• What are the different budgeting techniques?
• What’s the right way of cash flow allocation?
• What are the best wealth strategies?
• How to organize salary to combat future problems with family, personal, or business life?

AL Dave said that their coffee stall setup is an effective way to engage with clients who have never thought about or are on the cusp of getting insurance. The Agency Leader noticed that their Batangas branch converts two to three clients daily with their financial literacy talks.

Monoceros‘ current strategy not only adopts traditional methods, but also leverages on technology. It‘s about expansion by scaling the business much quicker, as financial coaching can be done anywhere in the Philippines.

AL Jeff reminds potential Life Changers that there is a way to stay at home and build a career with Allianz. “Even if there‘s COVID-19, the good news is that you‘re safe here at home, and you can still earn money for your family AND help other Filipinos,” AL Jeff said.

You‘re given the flexibility of time and unlimited potential income while serving the noble purpose of helping fellow Filipinos and their families secure their future at an early age, AP Rhea said. “This is important because not a lot of people realize the value of insurance until it‘s too late,” she added.

Have a sense of fulfillment by helping families get through this pandemic. If you have a passion for teaching money management techniques, reaching out to many Filipinos while in the safety of your own home, sign up above to know more about being an Allianz Life Changer.

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