Jeremiah Brady
consultant
Grapevine,TX
Summary
With over 15 years of specialized sales experience, excelling in performance-oriented roles and consultative services, expertise spans a decade in the financial sector, covering corporate insurance, financial planning, and B2B sales for commercial consulting. Consistent recognition and awards mark the ability to achieve sales goals, conduct effective training for new team members, and lead teams to success. Holding certification as a personal trainer reflects a commitment to the Health & Wellness industry. Beyond standard working hours, active participation as a competitive boxing coach for Mohler MMA, the distinguished #1 gym in DFW, adds another layer to diverse skill sets. Early in mycareer, effective management of startup gyms and organization of classes across the DFW region showcased adaptability and leadership in varied professional environments.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Benefits Consultant
Inova Benefits
11.2019 - Current
- Specialized in employee benefits consulting and risk management
- Number one sales producer for four consecutive years (TOP GUN)
- Contributed over 3.8 million in new business premium sales for HCM
- Led team of 10 people to exceed million-dollar EB book of business collective
- Managed over 50 large active groups
- Reoccurring sales revenue earning 375k annually in group medical plans
- Achieved highest retention rate among sales colleagues
- Primary focus in client acquisition and relationship building
- Consultative negotiation of rates and quotes with both buyers and sellers
- Oversaw full HCM integration process with payroll feeds and HRO teams
- Organized comprehensive benefit packages with payroll/HR, 401k, and EAP programs
- Implemented wellness initiatives that promoted a healthy work environment while reducing healthcare costs for group organizations
Commercial Sales Consultant
Ramey/ King Insurance
10.2015 - 10.2019
- Established book of business exceeding 6.4 million dollars in sales
- Customer acquisition for Group Medical Plans (B2B)
- Acquired bachelor’s degree during career while working full time
- Built relationships with carriers and business owners across DFW
- Primary contact for Employee Benefit and Risk Consulting with C-Level Executives
- Attained various Insurance product knowledge and executed implementation strategies
- Established Fully insured, Self-insured, & Level funded plan designs.
- Proven ability to develop and implement creative solutions to complex problems.
Financial Sales Advisor
BBVA Compass
10.2014 - 10.2015
- Evaluate client profiles and provide sound financial solution and recommendations
- Market banking products and services to individual and commercial clients.
- Captured banking needs through Face-to-face consultations and strategic portfolio management
- Responsible for growth, retention, and maximizing profit in all areas of the bank
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Achieved revenue growth by identifying cross-selling opportunities for various financial products.
Client Account Service Rep
TD Ameritrade
05.2014 - 10.2014
- Analyzed all steps of transfer process to ensure compliance with industry and company rules
- Managed back-office needs and advisor transactions through internal workflow systems
- Ensured that all policy procedures for clients have been adhered to satisfy compliance requirements
- Participated in competitive training programs with hands-on experience in portfolio suitability
- Authorized client accounts provided general security quotes and generated new business leads
- Became proficient in company trading programs and investing tools used for client transactions.
Certified Personal Trainer
Equinox
02.2013 - 03.2014
- Developed Client Base for personal training through new member outreach and strategic marketing
- Specialized in corrective exercise, weight loss, and resistance training based on medical assessments
- Screened functional movements patterns and designed strategic programs to address specific goals
- Consulted clients to seeking pain free mobility, stability, and progressive strength periodization.
- Bolstered gym revenue through active participation in marketing initiatives such as social media campaigns or community events showcasing available services.
Assistant Manager/ Personal Trainer
Olympia Sports Supplements
09.2012 - 02.2013
- Partnered with former US Olympian Chris Nelan on venture start-up
- Opened two locations in September 2012 from the ground up
- Managed daily operations, responsible for P&L Reports, and tracked inventory
- Responsible for generating new business, new customer base, and promotions
- Analyzed trends recorded sale metrics, Product selection, and employee Onboarding
- Networked with area gyms, studios, doctors, and local businesses.
Department Trainer & Supervisor Front Line Services
Gaylord Texan Hotel and Resort Entertainment
11.2006 - 02.2012
- Managed front-of-house departments (bellhop, valet, front desk)
- Managed the first point of contact process for guest
- Primary contact for Celebrity service and Group VIP liaison
- Delivered in-house training sessions to new and existing employees to roll out new processes, rules, and technologies.
- Oversaw Large group deliveries for guest and company gatherings and trade shows.
- Panned logistics for large corporate gatherings and convention
- Distinguished customer service with certified five-star ratings
- Perfect secrete shopper rating every year
- Successfully Executed numerous “Consider It Done” protocols when needed
- Assisted guests with luggage and transportation.
Certified Personal Trainer/ Fit Academy Instructor
Lifetime Fitness
04.2009 - 07.2011
- Responsible for providing professional structure and guidance with training programs
- Expertise in administering rehabilitation techniques to address clients with diagnosed injuries
- Developed exercise programs tailored to the client’s objectives and physical capabilities
- 10K revenue Trainer 1st year, 22 k Trainer 2nd year location sales record 2010- highest in sales out of 18 trainers.
- Highest contract renewal rate (80%) among my colleagues
- Sales metrics address relationships and levels of client satisfaction relative to their fitness objectives
- Appointed and engaged new members through consultative onboarding to generate sales (FIT point)
Education
Bachelor of Science - Applied Technology & Performance Improvement
University of North Texas
Denton, TX12.2017
Skills
- Human Resources Management
- Benefits Administration
- Self-Directed
- Payroll coordination
- New employee orientations
- Relationship Building
- Policy Interpretation
Accomplishments
- Supervised team of 50 front office staff members t the largest Hotel in texas.
Certification
- Texas Licensed Agent - general lines (Life, Health, & HMO), 02/2015
- National Academy of Sports Medicine Corrective Exercise Specialist (NASM-CES), 06/2012
- National Academy of Sports Medicine Certified Personal Trainer (NASM-CPT), 01/2009
- American Heart Association (CPR, AED, First Aid), 01/2009
Timeline
Senior Benefits Consultant
Inova Benefits
11.2019 - Current
Commercial Sales Consultant
Ramey/ King Insurance
10.2015 - 10.2019
Financial Sales Advisor
BBVA Compass
10.2014 - 10.2015
Client Account Service Rep
TD Ameritrade
05.2014 - 10.2014
Certified Personal Trainer
Equinox
02.2013 - 03.2014
Assistant Manager/ Personal Trainer
Olympia Sports Supplements
09.2012 - 02.2013
Certified Personal Trainer/ Fit Academy Instructor
Lifetime Fitness
04.2009 - 07.2011
Department Trainer & Supervisor Front Line Services
Gaylord Texan Hotel and Resort Entertainment
11.2006 - 02.2012
Bachelor of Science - Applied Technology & Performance Improvement
University of North Texas