Jared Weiss
Johnston, IA ● 515-***-**** ● *******@*****.***
SKILLS AND QUALIFICATIONS
• Dynamic, results-driven sales and business development professional with experience in creating and overseeing successful start-up companies, managing profitable business relationships and implementing innovative marketing strategies for increasing sales and revenue
• Confident communication and presentation skills with proven success negotiating with associates and customers from diverse backgrounds and at all levels to achieve optimal results
• Excellent sales skills with the ability to identify customer needs, overcome objections and offer strategic value to effectively shape solutions
• Impactful leadership, training and mentoring skills with experience in assigning and monitoring tasks and ensuring team alignment with business goals and objectives
• Strong analytical and problem-solving skills with expertise in utilizing technology to improve processes that increase accuracy and efficiency
• Solid organizational skills with a strong work ethic and the ability to simultaneously manage and complete multiple projects in a fast-paced environment
• Proficient user of Microsoft Office, CRM and multiple proprietary sales and financial planning software
PROFESSIONAL EXPERIENCE
EL GUAPO’S TEQUILA AND TACOS., West Des Moines, IA October 2019 – present Founder/Managing Partner
• Oversee daily operations for a high-volume restaurant with more than 10% revenue growth year- over-year
• Hire, train and manage a team of up to 17 employees, effectively handling all performance and personnel matters, and creating and maintaining a positive work environment for all employees
• Develop and implement innovative marketing strategies to attract and retain customers, effectively maintaining 4.5-star reviews across multiple social media platforms
• Promptly resolve escalated customer issues in a professional, courteous manner
• Manage and monitor financial performance including cost of goods sold, credit card processing, POS system implementation and integration, and QuickBooks management and make necessary adjustments to ensure profitability
NEXT PHASE FINANCIAL, Des Moines, IA July 2015 – July 2021 Founder/Financial Advisor
• Consulted with high-end clients to provide financial guidance for start-up financial solutions company, managing a portfolio of more than $40MM in assets
• Developed and implemented personalized financial plans and connected clients with products and services based on their financial needs and goals
• Trained and mentored financial advisors, and managed all aspects of the company including compliance, prospecting, client retention, marketing and sales
• Conducted multiple seminars and financial education workshops to educate prospective clients on wealth management
WHITNEY & ASSOCIATES, Des Moines, IA February 2016 – July 2019 Co-Founder/Executive Vice President/Chief Marketing Officer
• Oversaw daily operations for a start-up insurance marketing company, generating more than
$60MM in sales over the first three years
• Recruited, hired and mentored a team of five financial professionals, and provided training on conducting educational workshops, prospecting and selling financial products utilizing proven sales and software strategies
• Led sales and marketing efforts targeting financial advisors via email and social media
• Created impactful educational presentations for advisor use nationally
• Managed the implementation of new financial planning software programs Weiss - 2
AMERICAN EQUITY, West Des Moines, IA July 2011 – January 2015 Regional Marketing Director
• Oversaw marketing efforts for the Northeast US region in the wholesale distribution of insurance products to independent advisors and marketing organizations (IMOs)
• Conducted onsite brand and product presentations to medium-to-large audiences to effectively educate advisors and increase awareness of company offerings
• Successfully grew product sales in region by 10% year-to-year to more than $130 million
• Supervised and mentored Assistant Marketing Director, and assisted advisors with compliance standards to meet company requirements
• Collaborated with internal licensing, compliance and new business departments to develop and implement innovative marketing strategies
• Utilized multiple financial software programs to capture and report sales analytics UNKEFER & ASSOCIATES, Des Moines, IA February 2010 – July 2011 Regional Marketing Director
AMERICAN RETIREMENT SYSTEMS, Des Moines, IA August 2009 – February 2010 Director of Life Insurance Marketing
WEISS INSURANCE & INVESTMENT SERVCIES, Santee, CA January 2005 – August 2009 Managing Partner
EDUCATION
NORTHERN ARIZONA UNIVERSITY, Flagstaff, AZ
Bachelor of Arts, Anthropology
UNIVERSITY OF SOUTHERN UTAH, Cedar City, UT
Coursework in Archaeology
COMMUNITY INVOLVEMENT
JUMP – Johnston Youth Mentoring Program