What is the Difference Between Monthly Savings Plans and Regular Savings Plans?

Deciding which investment plan is right for you can be exhausting, and let’s face it, financial planning terminology can be confusing. So what exactly is the difference between monthly savings plans and regular savings plans? Turns out they’re the same thing. Regular savings plans are a regimented way of saving through routine contributions to an investment fund. Monthly contributions can be minimal, which allows for investments without large capital. These small regular investments can grow steadily over a long period of time due to their flexibility to capitalize on market opportunities. A variety of plans are available to meet your investment goals.

What is Expat Savings Plans?

Expats and families who stay long-term abroad will often find themselves in unique financial situations. Low cost and living and higher than average wages are financial boons to some, but extra savings are often balanced out by exchange rate fluctuations and expensive overseas travel costs, amongst other expenses. Expat Savings Plans are broad strategies that help you plan for your future and secure your finances while living and working abroad. This can be in the form of investment accounts, personal bank and pension accounts, emergency funds, and more. Your location or country of temporary residency can also impact how you approach financial savings as an expat.

Now Recruiting Independent Agents

Join Tenzing Pacific as an Independent Agent. You can sell a wide range of financial services, as well as health and life insurance plans, from more than 50 providers, and live wherever your heart takes you. Get your commissions monthly in a single payment.

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Why you want to work with us

Tenzing Pacific Services has been doing business in Southeast Asia for 10 years. We have offices in Vietnam and Thailand and you can sell throughout Southeast Asia & beyond. Always genuinely client-focused, we have built a strong book of business centered on long-term recurring revenue rather than quick sales. As a result, Tenzing can boast a reputable brand and excellent Google and Facebook reviews – a rare feat in the financial services industry.

We have established business relationships with more than 50 financial services and insurance providers, which means you have a wide array of product choices to offer:

Lump sum investments
Regular savings plans
Pension transfers
Life insurance
Critical illness and health insurance

You can immediately plug into this provider network and provide a whole new range of options to your network of clients and prospects. Most financial services agencies don’t offer insurance, which means a huge client liability goes ignored, along with a valuable recurring revenue stream for you. This ability to approach clients holistically sets Tenzing apart from most financial service agencies, which are largely focused on quick, one-time sales of a few products, rather than building trust and lifelong relationships.

You know that the more products a client has placed with you, the higher their cost to switch elsewhere. So, leverage health insurance both ways: readily sell to your existing clients and prospects and cross-sell financial products to new insurance clients. You can solidify relationships, create unrivaled networking opportunities and increase your commission base all at the same time.

What we offer you

Tenzing is a forward-looking organization that leverages technology efficiently. We equip our sales team with a customized customer relationship management (CRM) platform and the best multi-provider insurance quoting system in the region. Our customer service team will free you from the time-consuming and difficult day-to-day problems inherent to health insurance.

We provide back office support too: administrative, leads, marketing support, direct customer service for pesky health insurance issues. If you like, work at our offices in Saigon or Pattaya – sit at a hot desk and/or make use of a conference room.

With most of the day-to-day issues handled, your time is freed to work your network.
Upsell. Leverage insurance clients into more rewarding financial products.
Be your own boss with little to no interference from us.
Ideal for the semi-retired.
Tap into your existing network for leads or we can supply.
White-label your brand with our capabilities.
Transfer your existing book with very favorable terms.

Insights from our Independent Agents

Independent Agent FAQs

Is there a salary?

No, this is primarily a commission based position. We pay a high, recurring commission. As you grow your network, you get renewal business in addition to your new business. The first year is always the toughest, and it just gets easier from there!

How much money can I make?

Like with anything, you get out, what you put in. Our job is Independent agents can make $1,000-$10,000+ per month depending on their actions, what products they focus on and the deals they get over the line.

What support is offered?

Free access to our provider network, quoting system and CRM.

Namecards and email

Training on our system, products and providers

Back office administrative support for your clients and commissions generated for your deals.

What training is provided?

We have an extensive digital training program included with our CRM system. This includes videos, slides and acitivities that you do on your own, followed by sessions with management. In addition to that, there are ongoing workshops and seminars that you can attend.

What products can I offer?

Our quoting system allows you to make custom quotes in around 60 seconds, this includes health insurance, life insurance and savings plans. There are plenty of other products that you can offer your clients and to your network, these include investments, alternative accounts, pensions, corporate insurance and plenty

Are there fixed hours?

No, you're free to work according to your own schedule.

Will I have a workstation?

If you're located in a city with a Tenzing office, hotdesk space is available.

Is a work permit or visa provided?

Yes, this is provided after the probation period has been reached.

Join our platform! Become an independent broker

Phone
+66 616 376 251

Email
craig.mcavinue@ten-pac.com

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Now Recruiting Independent Agents

Why you want to work with us

What we offer you

Independent Agent FAQs

Join Us!

Who we are

What we do

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Johannes Heikkila

Robert Cunningham

Romain Camillo

Nancy Dao

Hunter Deems

Patrik Shore

Geoffrey Mann

Nhu Nguyen

Ian Comandao

Craig McAvinue

Quinn Miller

Quinn Miller