Riccardo Righetti
Bolzano,BZ
Summary
Financial Agent, reliable and highly motivated to grow professionally within the sector. Possesses strong organizational and time management skills. Approaches assigned tasks with commitment and determination, consistently following feedback and guidance from colleagues and supervisors, with a focus on continuous improvement. Able to integrate smoothly into new work environments thanks to a strong team spirit and excellent listening and communication skills.
Overview
4
4
years of professional experience
2026
2026
years of post-secondary education
1
1
Certification
Work history
Credit & Financial Services Agent
Pitagora S.p.a
Bolzano, BZ
2023.09 - Current
- Financial Agent registered with the OAM Register
- Specialist in Salary-Backed Loans (Cessione del Quinto) for public and private employees and pensioners
- Expertise in payroll delegation loans and personal loans
- Transparent and tailored financial advisory services
- Management of banking and stand-alone client portfolios
- Development of commercial initiatives targeting specific customer segments
- Branch budget control and monitoring
Insurance consultant
Generali S.p.a
Bolzano, BZ
2022.09 - 2023.08
- Self-Employed Insurance Advisor registered with the RUI
- Provided advisory services on Life and Non-Life insurance products
- Managed end-to-end client advisory processes, including needs analysis and tailored solution proposals
- Developed commercial initiatives targeting SMEs, professionals, and retail clients
- Monitored and managed budgets to achieve assigned targets
- Demonstrated strong sales, negotiation, and objection-handling skills
- Maintained a professional, transparent, and customer-focused approach
Accounting
Fercam S.p.a
Bolzano, BZ
2021.11 - 2023.08
- Managed domestic, intra-EU, and extra-EU accounts payable
- Verified and recorded invoices in compliance with tax regulations
- Supported administrative and accounting activities, including document verification
- Handled approval requests for Air & Ocean invoices received from correspondents
- Prepared payments in accordance with deadlines established by commercial agreements
- Recorded accounts payable for IATA-registered airlines
- Followed up on and managed international receivables for group companies
Education
Bachelor degree - Economics and Business
eCampus University
NovedrateHigh School - Administration, Finance & Marketing
ITE "Cesare Battisti"
BolzanoSkills
- Attention to detail
- Strong communication and interpersonal skills
- Customer-oriented approach
- Client portfolio management
- Decision-making skills and operational autonomy
- Sales performance analysis
- Commercial activity planning
- Sales aptitude and negotiation skills
- Problem-solving mindset and team-working ability
Personal Information
LANGUAGES
Italian
Native
German
Upper intermediate
English
Intermediate
Certification
- Registered with the OAM (Supervisory Body for Financial Agents and Credit Brokers)
- Assofin Training Course
- Goethe-Institut Language Certification
https://www.linkedin.com/in/riccardorighetti/
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Timeline
Credit & Financial Services Agent
Pitagora S.p.a
2023.09 - Current
Insurance consultant
Generali S.p.a
2022.09 - 2023.08
Accounting
Fercam S.p.a
2021.11 - 2023.08
Bachelor degree - Economics and Business
eCampus University
High School - Administration, Finance & Marketing
ITE "Cesare Battisti"