Phil Dorjath
Former Educator | Customer Satisfaction | K-12 Landscape Expert | Client Relationship Manager | Account Management | Customer Solutions | Professional Development Designer | Education Accessibility |
- Role
- Financial Representative at Northwestern Mutual
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Phil Dorjath
When life feels uncertain, most families don’t need more legal jargon. They need clarity,…
Experience
Financial Representative
Jun 2023 — Present · Chicago, IL, US
Cultivated and sustained customer relationships via effective communication and coaching skills to provide financial literacy to customers, resulting in over 96% customer satisfaction and retention.• Developed relationships and delivered engaging customer trainings virtually and in-person to achieve customer goals, to growth in new customers and revenue. • Utilized innovative technologies and tools, identifying opportunities to grow customer relationships and handling existing accounts, culminating in 40% growth in existing accounts.• Conducted detailed evaluations and navigated discussions, enhancing customer success, and nurturing over 100 long-term relationships with customers. • Consistently met or surpassed performance goals, managing all parts of the sales cycle including overseeing 100+ accounts and managing a CRM, with over 700+ leads and customers.
Education
Concordia University
Master's degree
Illinois State University
Bachelors of Science
Olivet Nazarene University
Master's degree
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