Jeremy Dials
Strategic Sales Executive | Relationship Management | New Business Development | Pipeline Management | Contract Execution | Finance Services | Business Owner | Insurance & Retirement
- Role
- General Agent & Financial Advisor at Nelson Insurance Advisors
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Jeremy Dials
Versatile leader and executive with 15+ years of business strategy and business management experience from Fortune 500, mid-size, and startup companies. Vice President with a successful track record of developing and executing business strategy, focused on delivering top and bottom-line growth. Expertise in creating influential customer, supplier and internal relationships. Recognized for the ability to solve complex problems. Excellence in organizational, written and communications along with exceling in a fast paced, results oriented environment.Specialties: Sales, Business Development, Complex Contract Negotiations, Client Services, P&L Responsibilities, Strategic Risk Managment, Cross Functional Team Leadership, Six Sigma Green Belt, Pipeline management, sales process execution, contract execution, closing skills, enterprise sales strategies, relationship management. Education: MBA Cornell University Johnson School of BusinessContact Details: J••••@Cornell.edu | 76••••••55
Experience
General Agent & Financial Advisor
Jun 2025 — Present · Kansas City, MO, US
I have spent 20 years in the Financial Services Industry where my primary customer base has been within the Healthcare Industry (Hospitals, Radiology Groups and Universities). I am now providing investment resources such as Pensions, Annuities and Cash Value Life Insurance to serve small businesses, families and our community. Our services include Cash Balance Plans, Defined Contribution Plans, Buy Sell Agreement Funding, Key Man Insurance, Executive Bonus Plans and Split Dollar Plans.
Education
Cornell University Graduate School
Master of Business Administration - MBA
Indiana University - Kelley School of Business
Bachelor's degree, Accounting
Skills
- Process Improvement
- Management
- Finance
- Sales Process
- Business Planning
- Business Development
- Account Management
- Financial Analysis
- Cross-Functional Team Leadership
- Asset Management
- Business Strategy
- Financial Services
- Risk Management
- Mergers & Acquisitions
- Program Management
- Sales Operations
- Training
- Accounting
- Portfolio Management
- Loans
- Sales
- Relationship Management
- Financial Modeling
- Market Research
- Forecasting
- Strategy
- Leadership
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