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Assistant Manager Financial Representative

Location:
Draper, UT
Salary:
Open
Posted:
June 23, 2023

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Resume:

Richardson M Weiss

adxvuf@r.postjobfree.com • www.linkedin.com/in/richardson-weiss-782b3123a Draper, UT 84020 • 801-***-****

Executive Consultant

Highly analytical and results-driven professional with extensive experience delivering excellent consultancy support in sales, marketing, financial planning, insurance, and investment to maximize business growth and sustainability.

Visionary consultant and advisor; adept at encouraging creativity and innovation, building high-performing teams, fostering collaborations across functional areas, streamlining processes, improving efficiency, achieving desired results, and providing need-based financial solutions. Proven success in end-to-end project management from initial concept through planning and timely execution. Proficient at building and strengthening long-term professional relationships with stakeholders to maintain an optimal flow of communication at all levels. Outstanding track record of introducing actionable strategies and plans that deliver exponential business growth and solid presence across national/international markets.

Areas of Expertise

•Strategic Planning & Implementation

•Project & Program Management

•Cost Reduction & Control

•Revenue Optimization

•Regulatory Compliance

•Consultancy & Advisory Support

•Reporting & Documentation

•Performance Evaluation

•Data Metrics Utilization

•Operational Excellence

•Team Leadership & Development

•Continuous Process Improvement

•Risk Assessment & Mitigation

•Cross-Functional Collaboration

•Relationship Management

Career Experience

From 2021 to present, engaged in searching for better job opportunities as per my talent, qualifications, and potential.

Insurance Consultant, Richardson & Company, Draper, Utah 2016 – 2021

Provided optimal support to customers and resolved queries for product coverage and policies. Prepared and presented all documents for policy and contract files and offered technical assistance across departmental procedures. Delivered exceptional services to new and existing customers, while maintaining high client satisfaction and retention rates.

Revenue Recovery Auditor, UPS, West Valley, Utah 1995 – 2019

Executed multiple operational tasks and activities during end-hour shift, while working independently. Investigated business operations and functional processes and procedures to enhance overall scope and quality. Analyzed all integral documents, reports, and journals to identify and mitigate any functional discrepancies. Fostered professional relationships with inter and intra-departmental teams to evaluate financial records and make necessary decisions.

●Conducted deep-dive assessments of audit packages to determine proper billing charges as per size, weight, or container.

●Lifted, lowered, pushed, pulled and leveraged packages weighing up to 70 pounds.

Additional Experience

Independent Financial Representative, R. Weiss & Associates, Draper, Utah

Insurance Consultant, Richardson & Company, Draper, Utah

Registered Representative, R. Weiss & Associates, Draper, Utah

Assistant Manager, K-mart, Kearns, Utah

Education

Bachelors in Business Administration

Southern Utah University, Cedar City, Utah



Contact this candidate