Angelica Garcia Phipps

Energizer
DISC Type : I

Financial Advisor at Nest Egg Wealth Management Inc.

Peoria Metropolitan Area, United States

Overview

Angelica is a Financial Advisor at Nest Egg Wealth Management, leveraging her extensive background in recruitment, human resources, and project management. A graduate of the University of Illinois Springfield, she is passionate about the financial services industry and dedicated to helping her clients succeed by planning for their future.

Outside of her professional role, Angelica is proud of her Hispanic heritage and is a proponent of female empowerment, often attending women in leadership events. In early 2025, she was inducted as a new member of the Bloomington Kiwanis club, reflecting an interest in community service.

She has a unique passion for connecting talent with opportunity, a skill honed during her previous career as a professional recruiter.

Personality Overview

Enthusiastic

Relationship Oriented

Big Picture Person

They are people oriented, friendly and like creating new connections.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Women in Leadership
Demonstrates a commitment to female empowerment by attending "Women in Leadership" luncheons and using hashtags like #womeninfinance to support peers.
Financial Planning
Focuses on helping clients plan for their future and continuously seeks better ways to serve them by attending industry events like the Advisor Nation Conference.
Community Service
Was recently inducted as a new member of the Bloomington Kiwanis club, showing a commitment to local community engagement.

Media Appearances

Angelica has no verified media appearances

Work History

8-2023
Financial Advisor at Nest Egg Wealth Management Inc.
6-2022 - 6-2023
Director of Recruitment & Selection at Northwestern Mutual
8-2017 - 6-2022
Project Manager/Office Manager at Illinois Forest Products
2-2016 - 6-2017
Human Resource and Training Manager at CCK Automations, Inc.
2-2016
Professional Recruiter at A&G Staffing Solutions, LLC

Education

Bachelor of Business Administration - BBA from University of Illinois Springfield

More Information

Social Presence :

Prographics :

Exp : 9 Location : Peoria Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Nest Egg Wealth Management Inc.
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Insights For Selling To Angelica

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Angelica is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Angelica

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Angelica move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Angelica take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Angelica

Personality Compatibility


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