Colby Camelin

Examiner
DISC Type : cs

Client Service Associate at Lutz

Omaha, Nebraska, United States

Overview

Colby Camelin is a Client Service Associate at Lutz Financial in Omaha, leveraging his Bachelor of Business Administration from the University of Nebraska-Lincoln. His career has spanned logistics, specialized recruiting, and now financial services, reflecting a diverse and adaptable professional background. He graduated with honors from university.

Outside of his professional life, Colby is community-oriented, having volunteered with the Open Door Mission to support local children. He also demonstrates a commitment to charitable causes through personal donations. His past experiences include a unique internship focused on environmental stewardship.

He conducted a strategic audit of Pacific Seafood, focusing on sustainable fishing practices, for his undergraduate honors thesis.

Personality Overview

Late Adopter

Tough To Convince

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally.

Topics They Care About

Client Financial Services
As a Client Service Associate at Lutz Financial, he is directly involved in advising individuals, endowments, and business retirement plans.
Community Volunteering
Volunteered with his team at the Open Door Mission in Omaha to sort toy donations for children in the metro area.
Sustainable Business
Authored an undergraduate honors thesis on Pacific Seafood, recommending a focus on sustainable fishing practices and efficiency.

Media Appearances

Colby has no verified media appearances

Work History

7-2025
Client Service Associate at Lutz
1-2024 - 7-2025
Recruiter at Actalent
5-2023 - 10-2023
Healthcare Recruiter at Malone Healthcare Solutions
1-2023 - 5-2023
Logistics Expeditor 1 at General Dynamics Ordnance and Tactical Systems
9-2022 - 12-2022
Special Projects Coordinator I – Water Conservation at Pacific Seafood

Education

2018 - 2022
Bachelor of Business Administration - BBA from University of Nebraska-Lincoln

More Information

Social Presence :

Prographics :

Exp : 3 Location : Omaha, Nebraska, United States Job Level : N/A Designation : Client Service Associate at Lutz
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Insights For Selling To Colby

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colby is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Colby

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Colby move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Colby take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Colby

Personality Compatibility


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