Turn High-Net-Worth personalities into your clients with these top strategies from Allianz agency leaders

In any industry, there’s no secret in building the right culture of a team or company. It’s about going back to the basics — doing ordinary things extraordinarily well.

In Metro Manila, Allianz PNB Life’s Supernova leads in wealth management advisory as the country’s first agency to focus on the needs of growing high-net-worth (HNW) clients whose net worth are over PHP 48 million. Know more about being a Supernova Financial Advisor by signing up through our ad.

With a culture that embodies excellence, integrity, and empathy, Supernova‘s Managing Partner (MP) and Agency Leaders (AL) guide Filipino communities by securing their future. To help their HNW clients forge better protection for their legacy, the Life Changers of Supernova identified their key strategies that spanned two decades.

Provide the best service and help people manage their wealth to have confidence in tomorrow.

As an Allianz Life Changer, you can’t just go to a client, high-net-worth or not, and immediately offer products. “You need to build trust and credibility, spending as much time on that aspect before you even go into the next step of providing advice,” MP Ronald Agoncillo said.

Supernova‘s number one value is to have excellent listening skills. When you’re a Life Changer, it’s important to listen intently to the client‘s needs while giving valuable service.

AL Ayie Roura has been doing just that for over 10 years. AL Ayie has been handling the affluent Chinese market, being of service in terms of wealth accumulation. A Life Changer ensures to lay out all the suitable options for their clients when it comes to investment needs.

Show, know, and lead the way.

MP Ronald has instilled in his ALs, Ayie Roura, Allan Cayanan, and Shy Henzon, that to be a successful agency is to lead by example. “I take care of the people I lead, so that in turn, they can take care of the people they lead, and take care of the clients,” AL Allan  said.

The COVID-19 pandemic has brought a high level of insecurity and fear, not just for Flipinos, but also on a global scale. Being a Life Changer is about showing how to replace that fear with confidence, and insecurity with certainty. It is an empowering and fulfilling role ensuring that clients are given life confidence, peace of mind, and financial security.

“At the end of the day, it’s not about the product you’re selling,” AL Shy said. Instead, Supernova imparts the idea of security to their clients — securing your family in the years to come.

Allianz wants to elevate the quality of wealth management in the Philippines. With the shortage of such institutions in the country, Allianz wants to bridge the gap between the underserved insurance profession by recruiting more Life Changers that will help Filipinos reach their financial goals.

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