Roxanna Suazo
Empowering Families Through Financial Education | Building Wealth & Leaders | Broker | Agency Owner | CSU Stanislaus Alum
- Role
- Marketing Director Agency Owner Financial Broker at Php Agency, Inc
- Location
- Corona, CA, US
- LinkedIn followers
- 500 followers
Experience
Marketing Director Agency Owner Financial Broker
Feb 2023 — Present · Corona, CA, US
Empowering families through tailored life insurance and retirement strategies while mentoring and developing aspiring entrepreneurs in the financial services industry- Educate clients on building generational wealth through Indexed Universal Life (IUL) policies, term life, and other financial tools- Licensed broker representing over 15+ top-rated insurance carriers- Lead marketing campaigns and client acquisition strategies across social media and community events- Mentor and develop a growing team of agents across multiple states - many with no prior industry experience—helping them become licensed and launch profitable businesses- Lead workshops, webinars, and 1-on-1 coaching to support professional development and leadership growth- Specialize in living benefits, tax-advantaged retirement solutions, and financial literacy education
Education
De Anza College
Associate of Arts - AA, Liberal Arts- Science,Math & Engineering Emph
2017 — 2018
California State University, Stanislaus
Sociology, B.A.
2019 — 2021
Skills
- Property Management
- Leases
- Customer Service
- Apartments
- Rentals
- Lease Administration
- Training
- Marketing
- Customer Satisfaction
- Microsoft Office
- Sales
- Microsoft Excel
- Salesforce.com
- Team Building
- Leadership
- Contract Negotiation
- Outlook
- Event Planning
- Microsoft Word
- Powerpoint
- Real Estate
- Residential Homes
- Management
- Negotiation
- Budgets
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