Kristina Alaniz Garcia
Georgetown
Summary
As an experienced professional with a diverse background in insurance, financial planning, and education, I bring 7 years of expertise in Property & Casualty Insurance, 14 years in financial planning and asset management, and 7 years in education. My extensive knowledge and skills have primarily focused on Personal Lines, including home, auto, and life insurance, where I have demonstrated a proven ability to lead and build business effectively. I excel in establishing strong relationships and maintaining credibility with clients. As a creative, self-motivated, and well-organized individual, I possess excellent communication skills and thrive in collaborative team environments. My leadership skills and efficiency as a team player have been pivotal to my success. I am seeking a challenging position that will allow me to leverage my skills and abilities while offering opportunities for professional and personal growth.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Team Manager
STATE FARM, FEATHERSTONE AGENCIES
08.2022 - Current
- Develop and implement policies and procedures
- Supervise Account Managers and oversee their daily operations
- Provide training and mentorship to team members
- Address and resolve complex escalated customer issues
- Ensure business retention by addressing service and complex billing concerns
- Manage insurance financial reviews, handle total loss claims, and oversee task management duties
- Lead the team in tracking progress, setting objectives and goals, while maintaining a positive synergy in the office
Wellness Advocate
doTERRA
02.2012 - Current
- Inform others about the benefits and uses of doTERRA products, such as essential oils, supplements, and other wellness products
- Encourage others to pursue wellness through natural solutions
- Work towards advancing and achieving Leadership Ranks
- Conduct classes and webinars on the Basics of Essential Oils
- Provide training sessions for team members and individuals
Caterer
Chow Bella
01.2022 - 10.2023
- Develop menus and prepare fresh meals daily
- Create and serve customized menus for parties and events
- Prepare customized family meals and deliver them
Substitute Teacher
GEORGETOWN ISD
01.2021 - 12.2021
- Remote Kindergarten/Dual Language Teacher for January to May 2021
- Various Substitute Jobs at GISD, Purl Elementary Front Office and Inclusion in Classroom
- Competent Working in all areas and any grade
- Work well with Students and maintain classroom
- Extensive work with 3rd, 4th and 5th grade students
PreK Paraprofessional
GEORGETOWN ISD
08.2016 - 09.2020
- Support PreK teacher in daily instructional activities
- Plan and prepare weekly lesson plans and activities
- Maintain a positive and productive learning environment for students
- Work extensively with PreK and PPC students
Substitute Teacher
GEORGETOWN ISD
12.2015 - 05.2016
- Proficient in all subjects and grade levels
- Effective in engaging with students and maintaining classroom management
- Experienced in working extensively with PPCD and ILC students
Licensed Team Member/Financial Service Representative
STATE FARM, FEATHERSTONE AGENCIES
09.2012 - 05.2015
- Prepare insurance quotes for policies relating to home, auto, life, health, commercial products, bank offerings, and mutual funds
- Conduct sales presentations to prospective clients to review coverage details, address questions and concerns, and finalize sales
- Develop a book of business through outbound calls, marketing initiatives, and soliciting referrals
- Assist clients with their insurance needs, resolve billing issues, and provide general customer service
- Conduct Insurance Financial Reviews with clients to assess current policies and incorporate necessary adjustments
- Engage in various community endeavors, collaborating with agents within the Business Network International (BNI) and the Chamber of Commerce
- Participate in weekly team meetings and actively engage team members in ongoing promotions and programs
- Lead the team in tracking progress, meeting objectives and goals, and maintaining positive synergy within the office
Senior Financial Consultant (Broadway Bank Program)
INVESTMENT PROFESSIONALS INC.
01.2009 - 09.2010
- Oversee Lone Star District for Broadway Bank, acting as a liaison between bank executives and IPI
- Conduct branch referral training for bank employees to build rapport and program awareness
- Supervise field brokers and hold district meetings with market and service managers
- Provide comprehensive financial planning: retirement, estate, tax, education, and insurance
- Design investment portfolios and asset allocation plans tailored to clients' objectives
- Assess clients’ time horizon and risk tolerance to make suitable investment recommendations
- Structure retirement plans for corporations and small businesses
- Conduct quarterly client reviews to update on objectives and goals
- Utilize strategic networking to build clientele through community involvement
- Cultivate new relationships from referrals by prospects and existing clients
- Implement marketing campaigns in banking centers to attract new business
- Present seminars and host events on investment strategies for prospects and clients
Financial Consultant/Office Manager (Broadway Bank Program)
INVESTMENT PROFESSIONALS INC.
06.2006 - 01.2009
- Maintain and service client accounts for discount brokerage services at Broadway Bank
- Provide operations support to all field brokers and handle clients’ trade transactions
- Conduct branch training sessions and introduce marketing campaigns across various departments
- Collaborate with Wealth Management, Trust, Private Client Services, and Business Lending departments to address clients' financial needs and investment strategies
- Deliver comprehensive financial planning including retirement, estate, tax, education, and insurance
- Design tailored investment portfolios and asset allocation plans in line with clients' investment objectives
- Evaluate clients' time horizons and risk tolerance to make appropriate investment recommendations
- Perform quarterly reviews with clients to provide updates on account status, objectives, and goals
- Implement strategic networking initiatives to expand clientele through community involvement
- Develop new relationships and acquire referrals from existing clients
Financial Consultant (Prosperity Bank Program)
INVESTMENT PROFESSIONALS INC.
08.2005 - 06.2006
- Strengthen and develop relationships and banking programs with Prosperity Bank and IPI
- Serve 7 branches in Corpus Christi by providing comprehensive financial services to the bank’s customers
- Maintain strong relationships with banking center presidents, lobby managers, loan officers, and employees to enhance customer relations and offer a wide array of investment services
- Provide detailed financial planning, including retirement, estate, tax, education, and insurance
- Design customized investment portfolios and asset allocation plans to meet clients’ investment objectives
- Conduct quarterly reviews with clients to deliver account status updates regarding their objectives and goals
- Present seminars and host lunch-and-learn events on various investment strategies for prospects and clients
Financial Advisor/Retirement Planning Specialist
MORGAN STANLEY
01.2001 - 08.2005
- Determine client goals and objectives to create a comprehensive financial plan
- Develop investment portfolios and asset allocations in accordance with clients' risk tolerance
- Provide research and education on various investment vehicles and financial planning
- Expand business through referrals from networking endeavors with prospects and clients
- Conduct quarterly reviews with clients to update them on account status regarding objectives and goals
- Present seminars focused on Retirement, Education, Estate, Insurance, and Financial Planning
Education
Bachelor of Business Administration - Finance, MIS
TEXAS A&M UNIVERSITY
Associates Degree - Business Administration
DEL MAR COLLEGE
Skills
- Client Relationship Development
- Strategic Financial Planning
- Comprehensive Portfolio Development
- Effective Communication
- Retirement Financial Planning
- Property and Casualty Expertise
- Proficient Written Communicator
- Risk Evaluation
- Diversified Investment Allocation
Certification
- Current Licenses, General Lines Agent
- Previous Licenses, Series 7, 31, 66 and Group 1 Insurance, Personal Lines
Affiliations
- Texas A&M CC Alumni Group
- Financial Management Association
- Society for Advancement of Management
- Chamber of Commerce
- EVPB Booster
- EVHS Choir Booster
- St. Helen’s Religious Education
- Breast Cancer Resource Center
Languages
Spanish
Professional Working
Timeline
Team Manager
STATE FARM, FEATHERSTONE AGENCIES
08.2022 - Current
Caterer
Chow Bella
01.2022 - 10.2023
Substitute Teacher
GEORGETOWN ISD
01.2021 - 12.2021
PreK Paraprofessional
GEORGETOWN ISD
08.2016 - 09.2020
Substitute Teacher
GEORGETOWN ISD
12.2015 - 05.2016
Licensed Team Member/Financial Service Representative
STATE FARM, FEATHERSTONE AGENCIES
09.2012 - 05.2015
Wellness Advocate
doTERRA
02.2012 - Current
Senior Financial Consultant (Broadway Bank Program)
INVESTMENT PROFESSIONALS INC.
01.2009 - 09.2010
Financial Consultant/Office Manager (Broadway Bank Program)
INVESTMENT PROFESSIONALS INC.
06.2006 - 01.2009
Financial Consultant (Prosperity Bank Program)
INVESTMENT PROFESSIONALS INC.
08.2005 - 06.2006
Financial Advisor/Retirement Planning Specialist
MORGAN STANLEY
01.2001 - 08.2005
Associates Degree - Business Administration
DEL MAR COLLEGE
Bachelor of Business Administration - Finance, MIS
TEXAS A&M UNIVERSITY
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