Brian Hamlin

Brian Hamlin Email and Phone Number

Advisor with Somerset Wealth Strategies and Somerset Securities. University of Oregon Alumni @ Somerset Wealth Strategies
portland, oregon, united states
Brian Hamlin's Location
Lake Oswego, Oregon, United States, United States
About Brian Hamlin

I am extremely motivated, goal oriented and driven by self improvement. While I would call myself an independent learner, I thrive and demonstrate proficient leadership qualities in team environments. I credit much of this to having played baseball in high school and college. Time is the most valuable asset there is, and since it cannot be bought, I have made it a point to develop effective skills in time management. Interpersonal skills and communication have always been a relative strength of mine, which is where I discovered my passion for sales.I am passionate about Financial Planning and Wealth Management, which is why I feel fortunate to be a member of the team at Somerset Wealth Strategies and Somerset Securities as an Advisor. I have achieved my SIE, Series 7, Series 63, Series 65 licenses (CRD #7643512) and my Life/Health/Disabilty Insurance licenses (NAIC #20786614) in order to work and add value in this field. Additionally, I have experience selling products in the Medical Device industry. I have also apprenticed under some of the best financial planners in the state of Oregon.Please feel free to reach out to me at any time!

Brian Hamlin's Current Company Details
Somerset Wealth Strategies

Somerset Wealth Strategies

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Advisor with Somerset Wealth Strategies and Somerset Securities. University of Oregon Alumni
portland, oregon, united states
Employees:
9
Brian Hamlin Work Experience Details
  • Somerset Wealth Strategies
    Financial Advisor
    Somerset Wealth Strategies Aug 2023 - Present
    Portland, Oregon, United States
    - Creating financial plans and providing solutions given an individuals financial profile and objectives- Qualifying prospects/clients via email and phone- Providing financial advice- Servicing existing clients accounts and managing existing book of business- Obtaining product information from various financial institutions and insurance companies- Running product illustrations for clients- Soliciting new business for Somerset over email/phone- Sale of financial products/services
  • Somerset Wealth Strategies
    Intern
    Somerset Wealth Strategies Jun 2022 - Jul 2023
    Portland, Oregon, United States
    - Qualifying internet leads and handing off to licensed financial professionals- Listening in on sales calls and inputting notes into Salesforce- Assisting in preparing applications and associated paperwork necessary to consummate various financial investment transactions- Answering incoming calls, qualifying caller and purpose of call and transferring to most appropriate team member for further assistance
  • Venus Concept
    Sales Intern
    Venus Concept Jun 2022 - Sep 2022
    - Performing cold call sales for two different medical devices offered by Venus Concept, the ARTAS and the Bliss Max- Acquiring interest from doctors offices and other medical practices, creating hot leads and setting meetings with over one-hundred-and-fifty medical practices on the West Coast- Identifying prospective medical spas, doctors offices and dermatologists in specific geographical locations, contacting offices in an effort to schedule in person meetings with Venus Concept sales team. - Creating Excel spreadsheets to log general practice information as well as all stages of meetings and negotiations- Establishing correspondence with medical practices via telephone, then sustaining correspondence through frequent touches, relaying information to Venus Concept sales team via email, phone and Excel spreadsheets. - Averaging over 50 cold calls per day while working in a part time position

Brian Hamlin Education Details

Frequently Asked Questions about Brian Hamlin

What company does Brian Hamlin work for?

Brian Hamlin works for Somerset Wealth Strategies

What is Brian Hamlin's role at the current company?

Brian Hamlin's current role is Advisor with Somerset Wealth Strategies and Somerset Securities. University of Oregon Alumni.

What schools did Brian Hamlin attend?

Brian Hamlin attended University Of Oregon - Charles H. Lundquist College Of Business, University Of Oregon, Yakima Valley College, Lakeridge High School.

Who are Brian Hamlin's colleagues?

Brian Hamlin's colleagues are Meagan Sinniger, Maggie Mercer, Derek Stamos, Kristen Odermatt, Julie Hamlin.

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