Hi, I’m
Ort Kelley
Matthews,NC
Don’t fear failure. Not failure, but low aim, is the crime. In great attempts it is glorious even to fail.
Bruce Lee
Summary
I turn prospects to clients and clients to advocates by building long lasting relationships using education, persuasion techniques, and inspired questioning skills
Overview
8
years of professional experience
1
Certification
Work History
World Financial Group, WFGMatthews, NC
Financial Professional
03.2022 - Current
Job overview
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Implemented cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships.
- Generated over $1 million in sales
Better MortgageCharlotte, NC
Junior Loan Officer
09.2020 - 12.2021
Job overview
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Helped close over $5 million in loans
UnemployedCharlotte, NC
Worker
08.2019 - 09.2020
Job overview
- I worked several temporary gigs to provide steady income until I found stable employment
- I searched diligently for stable work sending in 30+ applications per week and attending 4-5 interviews per week
Fisher InvestmentsCamas, WA
Account Executive
06.2018 - 08.2019
Job overview
- Used consultative sales strategies to effectively overcome client objections and maximize sales activity.
- Developed sales pipeline by cold-calling, canvassing and obtaining referrals.
- Increased profitability and revenue by generating $13 million in sales.
Progrexion
Financial Solutions Representative
11.2017 - 06.2018
Job overview
- Built positive and productive customer connections to drive consistent sales.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Set 8-12 appointments per day
Miller Heiman Group
Sales Representative
03.2017 - 09.2017
Job overview
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Increased profitability and revenue by generating $50,000+ in sales.
- Developed key customer relationships to increase sales.
Gale HealthcareTampa, FL
Talent Acquisition Specialist
10.2016 - 03.2017
Job overview
- Screened and qualified new leads, candidates, and returning employees (300+)
- Posted positions on job boards, media and alternate sourcing channels to attract diverse talent pool.
- Staff facility needs for local and national Nursing Homes and Assisted Living Facilities
- Conducted interviews to assist management in selecting most qualified candidates.
Verizon Telematics, FISSt. Petersburg, FL
Small Business Representative
06.2016 - 10.2016
Job overview
- Pre-qualified marketing, referral, and advertising leads
- Ensured that these leads had the need and ability to buy
- Set appointments (60-80 per week)
Ultimate Medical AcademyTampa, FL
Career Services Advisor
06.2015 - 04.2016
Job overview
- I helped several graduates prepare for interviews and get hired with local medical firms hiring for Medical Billing & Coding, Medical Assistants, CNAs, and more
- I helped some of the graduates overcome prejudice due to race and other factors and land jobs after months of failed attempts
- I changed lives!
Education
Brigham Young UniversityRexburg, ID
Bachelor of Science from Finance and Marketing
04.2025
Plant City High SchoolPlant City, FL
High School Diploma
06.2010
Skills
- Client Relationship Building
- Strong Work Ethic
- Willingness to Learn
- Time Management
- Goal Setting and Tracking
- MS Office
- Account Maintenance
- Problem-Solving
- Analytical Thinking
- Data Collection and Processing
- Sales
- Business networking
- Staff Management
- Public speaking
- Cold Calling
- Business development and planning
- Sales expertise
- Lead Generation
- Sales strategy
Languages
Haitian Creole
Native/ Bilingual
Certification
- Certified Life, Health, & Accident Insurance Agent, 2020 - present
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Professional
World Financial Group, WFG
03.2022 - Current
Junior Loan Officer
Better Mortgage
09.2020 - 12.2021
Worker
Unemployed
08.2019 - 09.2020
Account Executive
Fisher Investments
06.2018 - 08.2019
Financial Solutions Representative
Progrexion
11.2017 - 06.2018
Sales Representative
Miller Heiman Group
03.2017 - 09.2017
Talent Acquisition Specialist
Gale Healthcare
10.2016 - 03.2017
Small Business Representative
Verizon Telematics, FIS
06.2016 - 10.2016
Career Services Advisor
Ultimate Medical Academy
06.2015 - 04.2016
Brigham Young University
Bachelor of Science from Finance and Marketing
Plant City High School
High School Diploma
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