2024 Summer Olympics start today! Which events are you looking forward to watching? #Paris2024, #teamusa, #Olympiques2024, #JeuxOlympiques, #JeuxOlympiques2024, #ParisOlympics, and #OlympicGames #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #scheduling #schedule #clientservices #remotework #workfromhome #homeoffice #remote #worklifebalance #flexibleworking #Joinourteam #jobposting #nowhiring
About us
Serving Professionals in the Financial wholesale and retail industry. Paragon Planners specializes in Territory Management Support, concentrating on Scheduling, Territory Analysis, Marketing, Administrative Support, Expense Processing, Event Planning and Execution. Build stronger relationships with your clients. Create a "white glove" service level, and add one more point of contact and personality to your team. We only work with the best. Since 2002, we have assembled the best team in this industry. We continue to recruit and retain only those schedulers and marketing assistants who are committed to go above and beyond to help you reach your goals. We track our success with numbers, and the numbers speak for themselves.
- Website
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https://linktr.ee/ParagonPlanners
External link for Paragon Planners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- West Linn, OR
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Scheduling, Appointment Setting, Marketing, Expense Processing, Event Planning, Territory Management, Event Calling, Administrative Support, Client Relations, Wholesaler Scheduler, Wholesaler Scheduling, Virtual Assitant, and Executive Assistants
Locations
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Primary
19672 Sun Circle
West Linn, OR 97068, US
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265 Taurus Street
Molalla, OR 97038, US
Employees at Paragon Planners
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Jill Woodruff
Executive Assistant
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Diana Hill
Executive Director Pathways to Independence, Los Alamitos Unified School District Trustee
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Trina Gardner
Co-founder, President & CEO, Paragon Planners; A Premier Scheduling & Marketing Service Provider
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Cheryl Learfield
Co-founder, Managing Director, Paragon Planners; A Premier Scheduling & Marketing Service provider.
Updates
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Sunshine, long days and irresistible summer recipes that are perfect for a picnic under breezy warm skys. What is your favorite summer recipe? #lazydaysofsummer #summerrecipes #summereats #easyrecipes #Elevateyourbusiness #financialplanner #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #scheduling #schedule #clientservices #worklifebalance #asktheexpert #Territorymanagement #financialwholesaler #financialwholesaling #productpartner
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In the spirit of the Olympics, we are spotlighting our Paragon Atheletes! Joanna Warren started competing in archery tournaments at the age of thirteen. She competes regionally and internationally! #Paris2024, #teamusa, #Olympiques2024, #JeuxOlympiques, #JeuxOlympiques2024, #ParisOlympics #OlympicGames #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #scheduling #schedule #clientservices #remotework #workfromhome #homeoffice #remote #worklifebalance #flexibleworking #Joinourteam #jobposting #nowhiring
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National Hammock Day, now that's my kind of holiday! #summer #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #clientservices #success #motivation #business #remotework #worklifebalance #healthylifestyle #happy
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We hope your weekend is sunshine and rainbows! #fundayfriday #summer #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #clientservices #success #motivation #business #remotework #worklifebalance #healthylifestyle #happy #weekend
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Nothing beats a pretty sunset! It's National Capture the Sunset week so we are sharing some of our favorites. #sunset #nature #photography #photooftheday #lanscape #sunsetphotography #Elevateyourbusiness #financialplanner #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #scheduling #schedule #clientservices #worklifebalance #asktheexpert #Territorymanagement #financialwholesaler #financialwholesaling #productpartner
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Gold standard services to make every day easier. #Elevateyourbusiness #financialplanner #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #scheduling #schedule #clientservices #worklifebalance #asktheexpert #Territorymanagement #financialwholesaler #financialwholesaling #productpartner
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In the spirit of the Olympics, we are spotlighting our Paragon Athletes! Candy has been on the ice for thirteen years. She's pictured with her summer hockey team, the Flaming Flamingos! #Paris2024, #teamusa, #Olympiques2024, #JeuxOlympiques, #JeuxOlympiques2024, #ParisOlympics, and #OlympicGames #paragonplanners #financialadvisor #wholesaler #virtualassistant #marketing #scheduling #schedule #clientservices #remotework #workfromhome #homeoffice #remote #worklifebalance #flexibleworking #Joinourteam #jobposting #nowhiring