Dan Richmond

Dan Richmond Email and Phone Number

Managing Partner and Co-Founder @ Worklife Benefit Consultants
Detroit, MI, US
Dan Richmond's Location
Detroit Metropolitan Area, United States
Dan Richmond's Contact Details

Dan Richmond work email

Dan Richmond personal email

n/a
About Dan Richmond

Mission- Our team helps families articulate their vision, assess current financial progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.

Dan Richmond's Current Company Details
Worklife Benefit Consultants

Worklife Benefit Consultants

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Managing Partner and Co-Founder
Detroit, MI, US
Website:
worklifebc.com
Employees:
8
Dan Richmond Work Experience Details
  • Worklife Benefit Consultants
    Managing Partner And Co-Founder
    Worklife Benefit Consultants
    Detroit, Mi, Us
  • Thg Financial Strategies, Llc
    Vice President - Michigan
    Thg Financial Strategies, Llc Jun 2023 - Present
    Troy, Michigan, United States
  • Massmutual Great Lakes
    Managing Associate/Wealth Management Advisor
    Massmutual Great Lakes Feb 2022 - Jun 2023
  • Massmutual Great Lakes
    Director Of College Internship Program
    Massmutual Great Lakes Feb 2022 - Jun 2023
  • Northwestern Mutual
    Field Director
    Northwestern Mutual Jan 2022 - Feb 2022
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jul 2020 - Feb 2022
    Troy, Michigan, United States
    Some companies only focus on insurance. Others on investments. I will look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.With the backing of Northwestern Mutual, a company that has been around for 163 years and has AAA financial ratings, we can put you in the best position to succeed in accomplishing your goals.
  • Woodbridge
    Account Manager
    Woodbridge Jul 2018 - Jul 2020
    Troy, Michigan
    Account Manager for 20 customers consisting of $100 million in revenue, across 5 BU's (Formed Plastics, Engineered Composites, Flexible Foam and Lamination, Technical Foam and Molded Foam).Responsibilities consist of:• Develop and maintain customer purchasing, engineering and other appropriate relationships• Business Development in order to support customer sales target• Coordinate Pre-Quote Reviews and develop customer response• Execute customer contracts/agreements and… Show more Account Manager for 20 customers consisting of $100 million in revenue, across 5 BU's (Formed Plastics, Engineered Composites, Flexible Foam and Lamination, Technical Foam and Molded Foam).Responsibilities consist of:• Develop and maintain customer purchasing, engineering and other appropriate relationships• Business Development in order to support customer sales target• Coordinate Pre-Quote Reviews and develop customer response• Execute customer contracts/agreements and ensure adherence to agreed terms & conditions (Program specifics, LTA, Volumes, RMI, etc.)• Obtain Tooling Purchase Orders for kickoff and PPAP• Responsible for submission of updated pricing/tooling to customer purchasing after business award (i.e., margin improvement mgmt., ECNs, etc.)• Lead Interface with Customer Purchasing• Create and monitor an Open Commercial Issues Matrix• Support closure of open BU receivables payment Show less
  • Pepsico
    District Sales Leader (Frito Lay)
    Pepsico Apr 2016 - Jul 2018
    Lansing, Michigan Area
    Leader of a 15 person team consisting of route sales representatives, merchandisers and detailers who cover 13 large format stores that account for 8 million dollars in sales annually. Responsibilities consist of:• Successfully interacting with customers (store management) and effectively executing sales programs and initiatives• Lead district meetings focused on a plan to achieve sales objectives and goals• Conducting one-with-one meetings and "work withs" with RSR's to discuss… Show more Leader of a 15 person team consisting of route sales representatives, merchandisers and detailers who cover 13 large format stores that account for 8 million dollars in sales annually. Responsibilities consist of:• Successfully interacting with customers (store management) and effectively executing sales programs and initiatives• Lead district meetings focused on a plan to achieve sales objectives and goals• Conducting one-with-one meetings and "work withs" with RSR's to discuss performance, selling and customer service skills• Coaching RSR's to successfully sell against baseline and promotional opportunities• Collecting and interpreting statistical data utilizing PepsiCo specific applications• Partner with product supply team to create accurate forecasts based on promotions and historical performance to ensure product availability and freshness• Prepare and deliver sales presentations to customers • Working flexible hours including early mornings, evenings and/ or weekends• Creating, managing and communicating weekly schedules for entire team Show less

Dan Richmond Skills

Sales Management Leadership Finance Inventory Control Inventory Management Microsoft Powerpoint Customer Service Direct Sales Analytical Skills Forecasting Microsoft Word Scheduling Budgeting Microsoft Excel Customer Support Coaching Communication Retail Sales People Development Employee Training Time Management Team Building Financial Projection Business Development

Dan Richmond Education Details

Frequently Asked Questions about Dan Richmond

What company does Dan Richmond work for?

Dan Richmond works for Worklife Benefit Consultants

What is Dan Richmond's role at the current company?

Dan Richmond's current role is Managing Partner and Co-Founder.

What is Dan Richmond's email address?

Dan Richmond's email address is da****@****oup.com

What schools did Dan Richmond attend?

Dan Richmond attended Northwood University.

What skills is Dan Richmond known for?

Dan Richmond has skills like Sales, Management, Leadership, Finance, Inventory Control, Inventory Management, Microsoft Powerpoint, Customer Service, Direct Sales, Analytical Skills, Forecasting, Microsoft Word.

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