Aliea Phillips

Client Services Advisor @Slateriver Financial

Tulsa, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

Client Services Advisor @Slateriver Financial

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EDUCATION

2008 — 2010

Rutgers University

Business Administration and Management, General

SKILLS

Life InsuranceFixed AnnuitiesCustomer ServicePermanent Life InsuranceTerm Life InsuranceLeadershipBusiness DevelopmentSmall BusinessBusiness PlanningWhole Life

ABOUT ALIEA PHILLIPS

As a Financial Services Representative, Aliea serves as a resource, enabling her clients to manage potential risk and loss by purchasing life insurance coverage that will protect them and their family if the unexpected occurs. Working one on one with clients to determine their needs, she provides information and education on various insurance programs and policies then offers recommendations and overall guidance. While studying engineering at Rutgers University, she worked within the business school helping veteran entrepreneurs start and grow their businesses through the New Jersey Veterans Business Outreach Center. It was there that she discovered her passion for helping others in their business endeavors work toward reaching their financial goals. In 2015 she began her career in the financial services industry providing her clients with the service, tools, and guidance they need to navigate their financial path with confidence. Licensed to sell life, accident and health insurance, Aliea realized that if she merged her small business consulting and financial service skills, she could make a positive impact in the lives of many people, families, and business owners. Aliea is the proud mother to three boys, with a passion toward supporting the local Pop Warner Football and Cheer Program. On her days off, she enjoys watching her sons play sports and spending quality time with her family.I am licensed to offer products and services in several states. Licenses will vary. Domiciled in PA.

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Aliea Phillips — Client Services Advisor at Slateriver Financial in Tulsa, NY, US | Unifers