KRISTY KIM CLTC®
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Field Manager
Life & Annuity, Medicare, Property & Casualty, Health -
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CA LICENSE #: 0I42153
NV LICENSE #: 3745018
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.
- Retirement Planning (L/I, Annuity)
- 401k Rollover
- Health (Covered CA, Medicare)
- Auto/ Home/ Business
- Bilingual (English, Korean)
- 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 |