Dan King

Observer
DISC Type : ic

Edward Jones Financial Associate at Edward Jones - Dan King

Tulsa Metropolitan Area, United States

Overview

Dan King is a Financial Associate at Edward Jones, leveraging an extensive background in human resources and organizational development from companies like Enterprise Holdings and Cabelas. He holds a Bachelor of Business Administration from Oklahoma State University and focuses on building long-term client relationships.

As a husband and father of two, Dan understands the financial challenges families face, from paying for education to preparing for retirement. This personal experience shapes his approach to helping clients navigate important life events by understanding their unique goals and needs.

He is a three-time winner of the Human Resources Exceptional Achievement Award for leading a top-performing HR department.

Personality Overview

Curious

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Holistic Financial Planning
He emphasizes understanding a client's life goals before investing, focusing on education, retirement, and other major events to provide personalized solutions.
Business Owner Retirement
Shares content specifically about financial strategies for business owners, including cash management and retirement plans like owner-only 401(k)s.
Leadership & Development
His career includes leading training and development departments, creating strategies for leadership training, onboarding, and compliance for major companies.

Media Appearances

Dan has no verified media appearances

Work History

11-2020
Edward Jones Financial Associate at Edward Jones - Dan King
1-2016 - 5-2020
Training and Development Manager at Enterprise Holdings
7-2013 - 12-2015
Organizational Development Manager at Cabela's
10-2011 - 6-2013
Director of Training & Human Resources at AdvancePierre Foods
5-2009 - 10-2011
Training Manager at Advance Food Company

Education

Bachelor of Business Administration (B.B.A.) from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Tulsa Metropolitan Area, United States Job Level : N/A Designation : Edward Jones Financial Associate at Edward Jones - Dan King
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Dan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Dan take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Dan

Personality Compatibility


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