New to selling? Expert Life Changers reveal 7 tips on how to sell and grow your career

Being a financial advisor is fulfilling professionally, personally, and financially but this doesn’t mean it’s easy. Are you an aspiring or a new financial advisor looking for a guide on how to be successful in the insurance industry? Many career professionals have shifted into becoming full-time Financial Advisor and used their previous experience to their advantage.

Read about the best-selling practices from these nine successful Allianz Life Changers. Know more about them when you apply to the Allianz PNB Life job opening by signing up through the ad below:

1. Be serious.

As a Financial Advisor, you provide peace of mind. Taxes, medical expenses, and other fees represent money going out, an Allianz Life Changer steps in to provide the way to invest wisely so that funds are available to help the survivors of the deceased from unplanned expenses.

“It's a people-helping-other-people business,” according to Jeff Garcia, Managing Partner (MP) of Gemini Agency.

In these challenging times, MP Jeff pointed out that a financial advisor must always be serious in upholding the passion for serving people and securing more Filipino families. 

2. Learn the basics.

With a job opportunity offering the freedom of self-employment and financial wealth, you have to stand out and develop your skills.

Managing Partner Art Wapanio of Hercules Agency takes pride in welcoming their new hires in Cebu with a well-defined onboarding process tailored explicitly for rookies who may have little to zero experience in securing lives.

Agency Leader Jeff Luspo (of Monoceros Agency) ensures that he supplements the training of his new recruits with real-life training to teach the basics and guide the development of new hires to truly help more Filipinos achieve their financial goals and reach the stability they want.

“All you need to do is just apply. And if you have the willingness to learn, then we can teach you the right skills on how to become a good Financial Advisor,” the AL Jeff assures.

3. Build your structure.

Allianz Life Changers have the freedom to choose how and when to conduct their work, so your schedule is up to you. Your 9-hour workday can be different day-to-day -- it may consist of an effective sales pitch, a creative work procedure, or even just a day for you to decide on what your goals are for the week. What’s important is that you build your structure with what works for you in mind.

Lyra Agency Managing Partner (MP) Kezzia Saguiped compares her strength in selling to the structure of a house: “As Life Changers, we want to educate Filipinos that in building a house, we need to build a good foundation. That’s how everything starts, too.” Similarly, MP Kezzia leads her team to success with a tried-and-tested structure.

Being the Managing Partner of one of the country’s top agencies, her foundation of financial success is about forming protection and defensive planning to protect the income of her client’s families.

Jane Sarandi, Managing Partner of Ursa Major Agency, says that her top tip is to study the vast market and strategize by introducing new life insurance that her clients can trust. As she carefully plans, she injects a little motivation: “We have trade incentives here and a unique marketing structure where agents can recruit agents to get override commissions, too!” 

4. Strengthen your foundation

If you want to achieve your dream job or career goals, focus on your chosen path and create your step-by-step strategies to climb the ladder, avoid distractions, and head on to take bigger roles.

For a career woman like Nelly Gado of Mensa-Celestials Agencies, her strength is to structure her personal goal in transitioning from a corporate insurance person to an individual contributor, and finally, a financial advisor managing senior officers.

She couldn’t be happier with all the rewards that she is reaping today as a Managing Partner: “Who knew I could be a hands-on first-time mom while managing a mix of tenured and new agents with less stress and more freedom? I'm very grateful to Allianz for making all these possible.”

5. Be committed

Lifelinkers Lynx Managing Partner Marichu Phua believes that being a Life Changer is a lifelong commitment. For the Cebu-based lawyer and financial advisor, receiving awards, recognition, or incentives for sealing the deal is just the tip of the iceberg.

“Every time that we save a family, that's the bigger milestone for me because our mission is to help them build their legacy. It's going to be a cycle of good legacy from one family to the next,” says the committed Allianz Life Changer who is focusing on legacy planning. 

6. Dress to impress for success

This advice may be unexpected, but what you wear can impact your progress and people's trust in you. Vela Agency Leader (AL) Evelyn Loyzaga-Ignacio shares how power dressing made her close a one-million peso deal.

“Kung pupunta ka sa client, you have to be on time and be presentable, syempre.”

AL Evelyn further clarifies that you don’t need branded clothing or a fancy car to impress. “In this job, hindi namang kailangang may pera ka para makapag-close ng client. You have to dress for success. Malay ba niya kung magkano lang ang pera sa wallet ko? Always be presentable para mag-trust sila sa ‘yo. Presentation is part of professionalism and courtesy, and that’s very important to clients.”

7. Choose the right brand for you

When personal values align with the company's core values, you will be more motivated and inspired to do your job. That’s how Managing Partner Ronald Agoncillo of the Supernova Agency views his role as an Allianz Life Changer.

In making a positive impact in securing lives, MP Ronald shares his top advice to aspiring financial advisors: “You have to reflect on what you want to achieve in this current situation. You have to choose the right brand, and the right company that would allow you to have the right value proposition.” 

If you want to ensure your career growth while providing the right financial solutions and policy for your clients, take the first step to become an Allianz Life Changer and start your application by signing up here.

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