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Client Relationship Manager

Colburn Financial - Dilbert Agency Portland, OR

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

If you are looking to grow your sales career and professional development, Colburn Financial is interested in talking with you.

We are looking to add a sales professional to our sales team. We provide extensive on-going training for all of our sales consultants.

Work and train directly and with one of Colburn Financial's Top Agents for 2019. Our firm is unlike other financial service firms out there, because of our extensive training, processes, and culture we have been able to produce an average success rate for consultants that is twice as profitable and 10 times as likely to be successful in the first year as compared to the insurance industry average.

Responsibilities:

• Scheduling appointments with clients that have contacted our firm

• Respond to client requests received by company

• Attend consistent and on-going training via in-person and webinar

• Attend leadership training

• Present and sell insurance policies to new and existing clients

• Develop and calculate suitable plans based on clients' needs

• Resolve client inquiries and complaints

• Expand business reach through networking techniques

• Comply with insurance standards and regulations

• Track and identify areas for improvement

Qualifications:

• Ability to build rapport with clients

• Excellent written and verbal communication skills

• Ability to prioritize and multitask

• Ability to be coachable and receptive to professional development

• Takes initiative and ability to actively problem-solve

We Offer:

• Uncapped commission

• Health Insurance

• Life Insurance

• Continuous training and mentorship, Work Remotely

• Lead generation system

• International work sponsored vacation trips

• We encourage personal + professional growth

• Company culture emphasis on work/life balance

Compensation:

• First Year: $75,000 - $120,000

• Second Year $250k

Company Description
About Colburn Financial - Dilbert Agency:

Colburn Financial – Dilbert Agency is an independent financial services firm dedicated to helping our clients meet their long-term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we are committed to making that happen at the highest level.

In a profession based on objective advice and true independence where we are responsible for sorting through the many choices available to help protect our clients with unbiased recommendations and impartial guidance, we are presented with the opportunity to make a significant impact.

Our goal is to safeguard our families and their dreams and strive to protect the assets they have worked so hard to accumulate. We utilize time-tested strategies designed to meet their risk tolerance and hedge against market volatility, as well as help establish layers of insurance to protect against circumstances beyond their control. We are focused on providing long-term strategies to allow our clients to realize their financial dreams.

We are dedicated to providing our clients with excellent service at all times. Building strong relationships with clients is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to exceeding them.

https://www.glassdoor.com/Reviews/Colburn-Financial-Reviews-E1703410.htm

Colburn Financial - Dilbert Agency

Why Work Here?
A company with a purpose. Great growth opportunity. Great culture and work/life balance.

About Colburn Financial - Dilbert Agency: Colburn Financial – Dilbert Agency is an independent financial services firm dedicated to helping our clients meet their long-term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we are committed to making that happen at the highest level. In a profession based on objective advice and true independence where we are responsible for sorting through the many choices available to help protect our clients with unbiased recommendations and impartial guidance, we are presented with the opportunity to make a significant impact. Our goal is to safeguard our families and their dreams and strive to protect the assets they have worked so hard to accumulate. We utilize time-tested strategies designed to meet their risk tolerance and hedge against market volatility, as well as help establish layers of insurance to protect against circumstances beyond their control. We are focused on providing long-term strategies to allow our clients to realize their financial dreams. We are dedicated to providing our clients with excellent service at all times. Building strong relationships with clients is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to exceeding them. https://www.glassdoor.com/Reviews/Colburn-Financial-Reviews-E1703410.htm

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Portland

Portland, OR
97229 USA

Website

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