Alumna of the Month

Josephine W. Liu

Josephine W. Liu

CLU®

November 2017

Josephine “Josie” Liu, CLU®, is an agency field leader for State Farm Insurance. She is responsible for the market growth of State Farm products in Orange County East, Calif., an area that includes Irvine, Tustin, Costa Mesa, Lake Forest and the southeast portion of Santa Ana. Josie leads a sales team of 40 independent contractor agents and their respective teams, and continues to recruit great talent to strengthen State Farm’s number one market position. 

Josie started her State Farm career in 1999 as a team member for a State Farm agent in San Francisco, Calif. She opened her own agency in 2003 in Ontario, Calif., and consistently grew her agency, exceeding regional goals.  In 2007, Josie joined the leadership team at State Farm.  Since then, she has headed teams across the state and has been responsible for the leadership of individual agencies and a team of consultants with the mission to grow and mentor over 175 new agents. Her leadership also includes a state-wide, cross-departmental team.  Josie now leads a territory that is currently ranked 12th out of 503 State Farm territories across the United States.   

Josie is a graduate of the University of California, Berkeley. A firm believer in ongoing education, she completed the Advanced Leadership Program for Asian-American Executives at the Stanford University Graduate School of Business. She also earned the Chartered Life Underwriter® (CLU®) designation and is in the process of completing the Retirement Income Certified Professional® (RICP®) designation through The American College of Financial Services. She participates in various leadership developmental opportunities provided by State Farm as well as in other personal development classes outside of the company.  She is a strong proponent of continual growth and development and is both a mentor and mentee.

Josie enjoys exploring the world with her four children, and sampling foods from all cultures. She is dedicated to serving and helping others to reach their goals while also achieving excellence in their fields of expertise.  She finds the financial and professional rewards of her career to be very fulfilling and welcomes the opportunity to share her experiences with others.