Phil Breen Email & Phone Number

Portland, Oregon Metropolitan Area

As a District Office staff member, I focus on helping agency owners achieve their business goals.

Portland, Oregon, United States

As the Lead Program Manager for the Field Technology Customer Success department, my role encompassed spearheading the seamless execution of pivotal corporate IT initiatives across field operations.

Portland, Oregon Area

As a consultant to business owners I offered an outside set of eyes to look into their practice to determine how to best optimize technologies NM offers. I try my best to help the Financial Advisors of Northwestern Mutual become the center of their clients financial lives through the use of Technology.

Registered Principal and Small Business Owner: Directly responsible for overall district growth through increasing production of existing agents and hiring of new agents. Primary operations including: payroll, staffing, candidate selection, training of new and existing agents and staff.

Educate and train new agents on systems, products and services offered. Responsible for developing customized training curriculum based around new hire strengths and weaknesses. Managed outbound call center.

Ran and organized special events including trade shows and competitions. Responsible for overnight destination program. Reported directly to Director of Sales and Marketing.