Ever wondered what drives people to become financial advisors? The journey isn't always traditional—but for Allianz Life Changers, it's incredibly rewarding. Here, we share inspiring testimonial examples for financial advisors from individuals who turned their passion into a fulfilling profession.
From Passion to Profession: Successful Financial Advisor Stories of Allianz Life Changers
Shifting Gears from Fashion to Finance: The Story of Lala Legaspi Garcia
Meet Lala Legaspi Garcia, an Allianz Agency Leader who successfully transitioned from fashion jewelry design to financial advising. Together with her husband Jeff, Lala helps Filipinos secure their futures with greater confidence.
When asked what inspired them to join Allianz PNB Life, Lala explained, "My husband and I fell in love with Allianz. The clear career path and supportive environment made our decision easy."
For Lala, becoming a Life Changer meant more than just a career—it was about making an impact. “Being a Life Changer means becoming a catalyst for positive change, improving lives around us and our own. Transitioning from design wasn't difficult since I learned how to manage my time better, balancing passion and purpose effectively,” she shared.
Together with Jeff, her husband, the journey has been rewarding. “It’s a people-helping-people business, and doing it alongside your partner amplifies that sense of fulfillment,” she added.
For those aspiring to become Life Changers, Lala advised, “Now is the perfect time to explore this opportunity. It's high time that we really learn how to take charge of our finances. It's not just about taking control but also about improving our lives and fulfilling our dreams.”
Jeff Garcia’s Journey: Delivering Hope During the Pandemic
For Jeff Garcia, becoming an Allianz Life Changer was born out of necessity during the pandemic. He realized the value of comprehensive health insurance when COVID-19 highlighted gaps in their existing coverage.
"We chose Allianz because of their superior health products," Jeff shared. But beyond the product offering, Jeff found deep meaning in the work itself. “Being an Allianz Life Changer means offering hope and security to families. Clients can focus on recovery, knowing they're financially protected.”
Jeff admits the early days had their challenges. "We joined during the pandemic, so traditional client meetings weren't possible. Fortunately, Allianz quickly adapted to the situation with online presentations and virtual sales tools, making client interactions seamless."
His continuous drive to help clients stems from seeing their dreams become achievable. Jeff encouraged others to consider this path, quoting Richard Branson: “If someone offers you an amazing opportunity and you’re not sure how to do it, say yes—then learn how to do it later.”
To learn more about what it takes to succeed, explore our detailed article on financial advisor skills.
Marikit Manaois: Synergizing Passion and Purpose
Allianz Agency Partner Marikit Manaois, also known as a Binibining Pilipinas candidate and zero-waste advocate, embodies passion and purpose in harmony.
Choosing Allianz PNB Life was easy for Marikit, primarily because of the company’s supportive culture. “What amazed me most about Allianz was the genuine care for its people. Allianz practices internally the same peace of mind we offer our clients. I'm incredibly lucky to be here,” she emphasized.
As a Life Changer, Marikit believes deeply in her mission. “Financial literacy and environmental sustainability are lifelong advocacies of mine. At Allianz, these passions align seamlessly, allowing me to genuinely make a difference.”
When asked about balancing multiple roles, Marikit confidently replied, “If you’re passionate enough, balance comes naturally—your life and your passion become aligned.”
Her advice for aspiring Life Changers is empowering: “Remember, dreams have no age limit, and no fear should stop you. Lastly, always remember the importance of listening in order for you to grow. By embodying these principles, you can begin a new journey with Allianz.”
The real-life testimonials of Lala, Jeff, and Marikit illustrate how diverse backgrounds can lead to meaningful careers at Allianz PNB Life. These successful financial advisor stories prove that passion, dedication, and the right support can transform your professional life.
By becoming an Allianz Life Changer, you join a community dedicated to helping Filipino families build confidence for tomorrow. From providing crucial financial security during uncertain times to empowering people to reach their financial dreams, Allianz Life Changers truly make a difference.
Are You Ready to Change Lives?
Whether it’s the flexibility, the passion-driven work, or the opportunity to impact lives, becoming a financial advisor offers endless possibilities. If these successful financial advisor testimonials resonate with you, connect with Allianz PNB Life and learn how you can transform your passion into a fulfilling career.
Ready to begin your journey as an Allianz Life Changer? Contact us today and discover how to create real change—starting with yourself.