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재정전문가

KRISTY KIM
KRISTY KIM CLTC®

Roles and Responsibilities
Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through mostly referrals and strategic outside marketing activities.

Career History and Focus
Kristy has been in the insurance industry since 2013.  She started her journey in the industry. working as an independent agent. During this time, Kristy gained experience in life, accident, health, long-term care, property, and casualty insurance. She joined Allmerits in 2023 as a field manager. 

  1. Retirement Planning (L/I, Annuity)
  2. 401k Rollover
  3. Health (Covered CA, Medicare)
  4. Auto/ Home/ Business
  5. Bilingual (English, Korean)
  6. Self-Motivated

Professional designations
Kristy holds the CLTC designation.

Experience

08/2023- Present
Field Manager @ Allmerits Financial & Insurance Services
12/2017-07/2023
Manager @ BridgeOne Insurance Services, Inc.
10/2015-12/2017
Served  @ KAFNLA  as a treasurer
06/2013 – 12/2016
Field Director @ SYNCIS – Los Angeles Branch
01/2009-02/2013
Café Business/Owner
02/2004-11/2008
Director / Wholesale Management @ Budget Telecom / Dial West


Educations

1988-1992
Bachelor's Degree - Instrument @ Mannes Music College - Manhattan, NY
1984-1988
Crescenta  Valley High School – La Crescenta, CA