Cory Gaglianese
Pitman
Summary
Proactive professional offering many years of demonstrated success aiding Advisors to optimize and streamline processes to propel improvements in efficiency, productivity, and revenue generation. Practiced business consultant with in-depth understanding of all facets from marketing to operations. Ambitious and confident leader with invaluable insights and critical-thinking skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Transition Consultant (Remote)
Lincoln Investment Planning
Fort Washington
12.2024 - Current
- Designed and implemented all team-wide DocuSign onboarding templates, creating a standardized and scalable advisor transition experience.
- Managed relationships with financial advisors throughout a 3–6 month onboarding period, serving as the primary point of contact and ensuring successful transitions.
- Accelerated advisor proficiency and platform adoption through personalized training and coaching, consistently reducing expected onboarding timelines.
- Partnered with cross-functional teams to enhance onboarding workflows and improve the advisor experience during organizational growth and process changes.
- Played a key role in developing and refining onboarding procedures following the transfer of licensing responsibilities from the Licensing Department.
- Identified process inefficiencies and implemented workflow improvements that increased onboarding consistency, accuracy, and operational effectiveness.
- Collaborated with licensing, operations, and advisor support teams to ensure seamless execution of onboarding and regulatory requirements.
- Delivered high-touch service and proactive issue resolution, contributing to advisor satisfaction and long-term relationship retention.
Internal Marketing Consultant- Wholesale
Lincoln Financial Distributers
Radnor
02.2021 - 09.2024
- Built and maintained business relationships with agents and staff, exceeding sales goals and quotas.
- Consistently occupied the top 10 sales ranking in MoneyGuard.
- Developed and maintained a strong understanding of LFD's MoneyGuard Products, services and operational structure to enhance ability to identify and target sales growth opportunities.
- Identified new advisors/consultants and made proactive calls to prospective plan sponsors and intermediaries to generate appointments.
- Collaborated with Lincoln’s New Business team to ensure timely processing of sold products from sale to issuance.
- Oversaw sales cycle process, ensuring smooth progression from lead generation to closing.
- Running illustrations, applications, and managing the pipeline through the sales process.
- Worked with external sales stakeholders to generate requests for proposals, assisted in preparing for finalist presentations, and followed up on unresolved issues to win new business.
- MoneyGuard, Radnor, PA
Client Service Specialist
Clearpath Wealth Partners
Marlton
01.2016 - 02.2021
- Supported sales of life and health insurance by assessing client needs and providing tailored solutions.
- Interviewed prospective clients to gather information on financial resources and coverage needs, facilitating informed discussions on existing policies.
- Collect and analyze data on customer demographics, preferences, needs, and retirement habits to identify potential markets and factors affecting their retirement.
- Gathered and analyzed competitor data on pricing, sales, marketing, and distribution strategies to inform client service approaches.
- Facilitated adoption of Redtail CRM to enhance team collaboration.
- Marlton, NJ
Education
Bachelor of Science - Marketing
Rowan University
Glassboro, NJ05-2017
Skills
- Salesforce Trained
- CRM systems
- Process Mapping
- Process improvement
- Illustration Creation (DesignIt)
- Issue resolution
- Client relationship management
- Computer proficiency
- Effective communication
Certification
- FINRA Series 6
- FINRA Series 63
- NJ/PA Life Insurance
- NJ/PA Health Insurance
Timeline
Transition Consultant (Remote)
Lincoln Investment Planning
12.2024 - Current
Internal Marketing Consultant- Wholesale
Lincoln Financial Distributers
02.2021 - 09.2024
Client Service Specialist
Clearpath Wealth Partners
01.2016 - 02.2021
Bachelor of Science - Marketing
Rowan University