Jerome Bell
Pendleton,IN
Summary
Dynamic operations and client-focused professional with over 30 years of experience in regulated service environments. Recognized for leading initiatives that successfully reduced nonprofit debt by $15 million (46%) within nine months. Expertise in workflow management, stakeholder resolution, financial oversight, and driving measurable operational improvements. Seasoned leader adept at guiding teams, managing complex projects, and achieving strategic objectives while developing efficient processes that uphold high standards and align with organizational goals. Committed to excellence with a collaborative approach that fosters teamwork and innovation.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Marketing Consultant
Envision Strategic Partners
10.2025 - Current
- Strengthened community relationships by organizing outreach programs that educated families on pre-planning, resulting in increased engagement and trust.
- Develop and maintain comprehensive client records, including preneed contracts and aftercare resources, to facilitate smooth service execution.
- Collaborate with funeral directors and support staff to organize and manage funeral services and aftercare programs, enhancing client satisfaction and community trust.
Consultant Services
Capital Group
02.2025 - 10.2025
- Provided comprehensive financial guidance and support to shareholders, financial professionals, and internal stakeholders in high-volume, fast-paced investment management environment.
- Specializing in translating complex mutual fund regulations and financial service requirements into actionable solutions for clients making critical financial decisions.
- Managed challenging client interactions with professionalism while maintaining current knowledge of ever-changing financial service regulations.
- Conduct real-time research across multiple systems and collaborate daily with internal teams to deliver accurate, compliant resolutions within required timeframes.
Marketing Consultant
IFPA
01.2020 - 01.2024
- Enhance client satisfaction and trust by specializing in prearrangements for funeral services, providing compassionate assistance and ensuring meticulous attention to client preferences and needs.
- Develop and maintain comprehensive client records, including preneed contracts and aftercare resources, to facilitate smooth service execution.
- Collaborate with funeral directors and support staff to organize and manage funeral services and aftercare programs, enhancing client satisfaction and community trust.
- Exceeded national sales averages for insurance products offered through a funeral home partnership.
- Achieved impressive sales closure rate of 85%+, underscoring advanced negotiation and customer relationship skills.
Operations Director / Program Leader
Community & Nonprofit Operations Leadership
01.1992 - 12.2025
- Led multi-site community and nonprofit organizations for 30+ years, overseeing operations, budgeting, staff development, and program delivery.
- Built and scaled programs that increased participation by 30%-300% within 12-24 months through structured outreach and operational systems.
- Directed financial oversight and revenue initiatives that increased annual giving by 25%-200%, strengthening long-term organizational sustainability.
Education
Master of Arts - Leadership (Strategic Change)
Master of Ministry - undefined
Bachelor of Arts - undefined
Skills
- Self-directed work
- Effective communication
- Develop professional networks
- Deadline-driven results focus
- Charitable financial management
- Client relationship management
- Community engagement initiatives
- Cross-functional team management
- Negotiation strategies
- Emotional intelligence development
- Community outreach programs
- Fiscal health improvement
- Cross-departmental communication plan
- Program operations management
- Client success management
- Team leadership
- Workflow optimization
- Revenue growth management
- Training delivery
- Client relationship management
- Community engagement
- Regulatory compliance expertise
- Organizational skills
- Project management expertise
- Revenue cycle optimization
- Employee training
- Effective strategic leadership
Certification
Licensed Life Insurance Sales
Timeline
Marketing Consultant - Envision Strategic Partners
10.2025 - Current
Consultant Services - Capital Group
02.2025 - 10.2025
Marketing Consultant - IFPA
01.2020 - 01.2024
Operations Director / Program Leader - Community & Nonprofit Operations Leadership
01.1992 - 12.2025
Mount Vernon Nazarene University - Master of Ministry,
Hobe Sound Bible College - Bachelor of Arts,
Carolina University - Master of Arts, Leadership (Strategic Change)