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Field Manager
Life & Annuity, Long Term Care, Medicare Advantage/Supplement -
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CA LICENSE #0I68236
Roles and Responsibilities
Angela is an outgoing people person who sees the little details that make up the big picture. She can creatively apply solutions to problems that you didn't know were there to make life a little easier and brighter in the financial area. Her main goal is to do the best of her ability, which means to be always the best and always with the sincerest of smiles on her face. She enjoys explaining various insurance policies and products to potential and existing clients to guide them in selecting coverage to meet their needs best. She suggests modifications and updates existing insurance policies and builds customized insurance policies and packages to meet clients’ needs.
Career History and Focus
Angela has been in the financial & insurance industry since 2013. She started her journey in the industry working as an independent financial professional for personal production in Life & Annuity at SYNCIS, which is one of the independent financial marketing agencies. Within eight months, she was appointed as the field director of the company and had ten agents on her team.
When Allmerits Financial started in 2015, Angela joined as a founding member of agents. Now, Angela has almost ten years of experience in the financial industry and provides various products and services to individual clients, emphasizing long-term relationship-building with clients. Due to this long-term relationship with clients, she had to dive into the Medicare Advantage Industry in 2022 as her clients turned to Medicare entitlement ages.
Professional designations
Angela holds the Financial Service Certified Professional, FSCP®, and the Certified Long-Term Care, CLTC® Designations.
Educations
Angela has a Bachelor of Science in Computer Science & Information from the University of California, Irvine, in 1990. Angela graduated from Arroyo High School in El Monte, CA, in 1986 with the California Scholarship Federation for three years.