Summary
Overview
Work History
Education
Skills
OTHER EXPERIENCE
Timeline
Manager
Timothy M. Weishaar

Timothy M. Weishaar

Parker,Colorado

Summary

Client Relationship Manager with extensive experience at OneAmerica, specializing in contract negotiation and exceptional customer service. Skilled in analyzing client feedback to improve service quality and build strong partnerships. Proven ability to implement retention strategies and deliver tailored solutions that address varied client requirements.

Overview

32
32
years of professional experience

Work History

Client Relationship Manager

OneAmerica
Denver, CO
01.2020 - Current
  • Served as an escalation point for unresolved customer issues or disputes.
  • Monitored customer feedback to identify areas for improvement in service quality.
  • Negotiated contracts with clients for various services.
  • Analyzed data from surveys and other sources to determine customer satisfaction levels.
  • Collaborated with stakeholders across departments to ensure high-quality customer service delivery.
  • Conducted regular meetings with clients to discuss their current requirements.

Senior Retirement Consultant

Empower Retirement
Denver, CO
06.2019 - 01.2020
  • Educated clients on the advantages and disadvantages of various types of retirement accounts.
  • Analyzed client portfolios, investment objectives and risk tolerance levels.
  • Developed financial strategies to meet clients' retirement goals.
  • Provided advice on investments, asset allocation and portfolio diversification.

Retirement Plan Consultant

Heartland Financial
11.2017 - 06.2019
  • Engaged with bank staff to identify 401k opportunities within client base at each branch.
  • Benchmarked plans for fees while identifying vulnerabilities within fund lineups and procedures.
  • Sold record keeping services through effective enrollment and participant education meetings.
  • Conducted meetings with plan sponsors and financial advisors to retain retirement plan assets.
  • Customized plan designs based on client needs to enhance service delivery.

Regional Sales Director

Ameritas, Parker CO
Parker, CO
02.2016 - 11.2017
  • Core Responsibilities: Responsible for identifying and meeting with advisors across eleven states to cultivate retirement plan opportunities and turn them into sales.
  • Client Relation, Retention and Education: Conducted meetings with plan sponsors financial advisors for the retention of retirement plan assets and customizing plan design. Acquired referrals with advisers through new sales and asset retention opportunities. Ran participant education and enrollment meetings.

Regional Retirement Representative

OppenheimerFunds, Centennial CO
Centennial, CO
12.2007 - 02.2016
  • 401(k) Technical Support Team Member
  • Retirement Plans Group Member
  • Transfer Agency Customer Service Representative

Telephony Sales

TeleConnex Solutions Centennial, CO
Centennial, CO
12.2001 - 01.2003
  • Sales Strategies and Implementation: Distinguished potential customers through the use of lead generating methods and conducting approximately 60 cold calls daily. Innovated sales strategies and administered the negotiation and timely completion of projects.

Financial Advisor

Waddell & Reed, Golden, CO
Golden, CO
07.1998 - 12.2001
  • Performance Improvement: Received the prestigious Golden Starter award through dedication to service excellence.
  • Sales Strategies and Implementation: Played an integral role in selling mutual funds, annuities, and life insurance products.

Auto Sales

SM Peachey Automobiles, Wurzburg, Germany
Wurzburg, Germany
11.1993 - 02.1998
  • Sales Strategies and Implementation: Conceptualized and implemented marketing campaigns in magazines, organized and managed sponsorship of community events and ran day to day operations including sales.

Education

BA - Business Administration

University of Maryland
Wuerzburg, Germany

German Language Immersion Course -

Defense Language Institute
Munich, Germany

Czech Language Immersion Course -

Defense Language Institute
Monterey, CA, USA

Skills

  • Customer service excellence
  • Problem-solving expertise
  • Client relationship management
  • Cross-cultural communication
  • Client meetings
  • Contract negotiation

OTHER EXPERIENCE

  • United States Army, Military Intelligence, Wurzburg, Germany
  • Foreign Language Interrogator

Timeline

Client Relationship Manager

OneAmerica
01.2020 - Current

Senior Retirement Consultant

Empower Retirement
06.2019 - 01.2020

Retirement Plan Consultant

Heartland Financial
11.2017 - 06.2019

Regional Sales Director

Ameritas, Parker CO
02.2016 - 11.2017

Regional Retirement Representative

OppenheimerFunds, Centennial CO
12.2007 - 02.2016

Telephony Sales

TeleConnex Solutions Centennial, CO
12.2001 - 01.2003

Financial Advisor

Waddell & Reed, Golden, CO
07.1998 - 12.2001

Auto Sales

SM Peachey Automobiles, Wurzburg, Germany
11.1993 - 02.1998

BA - Business Administration

University of Maryland

German Language Immersion Course -

Defense Language Institute

Czech Language Immersion Course -

Defense Language Institute

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