Kory Pearson
Cleveland
Summary
Dynamic professional with over 7 years of experience in financial advising, operations management, and customer relations. Proven expertise in financial planning, client relationship management, and quality assurance drives impactful results across diverse sectors. Skilled in cultivating strong client relationships while delivering tailored financial solutions and operational excellence. Adept at leading teams to achieve sales growth and optimize processes, consistently exceeding expectations. A strategic thinker committed to continuous improvement and excellence in service delivery.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
05.2024 - Current
- Assessing clients' financial situations and understanding their needs
- Providing guidance on financial products
- Cultivating client relationships
- Networking and staying updated on industry trends
- Creating comprehensive financial plans for clients, including retirement planning, wealth accumulation, tax management, and estate planning
Aseptic Operator 2
Xellia Pharmaceuticals
10.2022 - 12.2023
- Company Overview: The sterile operations is responsible for the support of the aseptic filling processes at Cleveland site
- Interacting with highly automated equipment such as autoclaves, parts washers, formulations equipment and liquid fillers
- This position requires understanding of the equipment and adherence to the standard operating procedures that control operation of the equipment
- Perform activities in controlled environments that require progressive levels of area sanitization and personnel gowning
- As an operator it was required to follow Standard Operating Procedures (SOPs), Good Documentation Practices (GDocP) and current Good Manufacturing Practices (cGMPs)
- Understand and incorporate Xellia's core values as an essential part of their daily activities
- The sterile operations is responsible for the support of the aseptic filling processes at Cleveland site
Fulfillment Operations Manager
Enjoy Technology
06.2021 - 10.2022
- Model, train and coach expectations to deliver the service standard
- Push fulfillment goals, help support sales growth
- Quality Assurance of devices of and documentation
- Lead a successful team of sales experts
- Participated in hiring & interviewing
- Quarterly evaluation's
- Coaching/Training coaching
- Keep track of sales trends, inventory management, pricing
Sales Lead Expert
Enjoy Technology
08.2020 - 06.2021
- Ultimately responsible for inspiring, motivating and managing the daily performance of the team
- Providing consistent coaching and feedback to hold the team accountable for achieving results
- Support in the facilitation of performance conversations as directed by the Senior Team Captain and/or Market Captain
- Quality assurance of documentation and Products
- Coach experts before, during and after visits to build on-the-job capabilities and assess the Enjoyer experience
- Manage daily scheduling needs and apply capacity planning practices to support the expert and Enjoyer experience
Sales Lead
Clear Vision Communications
01.2020 - 03.2020
- Outside B2B sales, promoted within two weeks
- Recruit, hire, train & manage accounts
Insurance Agent/Broker
Lighthouse Insurance Group
08.2019 - 01.2020
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Calculate premiums and establish payment method
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes to policies
- As well as changes to beneficiaries
- Use accounting or bookkeeping software
Inventory Management Specialist
St Marys ascension Hospital
12.2018 - 08.2019
- Monitor, order, stock, and transport supplies and/or equipment
- Ensures timely delivery of stock/inventory as needed
- Investigate and troubleshoot inventory issues/problems
- Maintains accurate tracking records for inventory
Key Holder/Sales Manager
Sherwin-Williams
08.2017 - 11.2018
- Opening & Closing Store, Bank Deposits, Assisting Customers, Shipments, Inventory Control, inter-store request, Phone & Computer Operation, equipment maintenance, lifting 50-100lbs throughout the day
Sales Management Intern
Sherwin-Williams
05.2017 - 08.2017
- Customer account management, product ordering, custom color matching, making product recommendations and servicing retail and wholesale customers
- Accounts receivable (operation of a trial balance, credit terms, and collections)
Customer Service Associate
At Home The Home Decor Superstore
12.2016 - 06.2017
- Performs store conditioning tasks and housekeeping (inside and out) tasks as assigned
- Executes company directives, policies and procedures timely, accurately, and thoroughly
- Operates all equipment in a safe manner per directed procedures
Camp Supervisor
Building Blocks Childcare & Preschool Center, LLC
05.2016 - 08.2016
- Organized various activities for the campers ages 6-15, supervised other employees during interaction with campers, maintained attendance records, manage campers daily special needs (medicine)
Summer Intern
Northeast Ohio Regional Sewer & Water District
06.2015 - 08.2015
- Various jobs such as mail room clerk, office support, sewer treatment plant support and plant maintenance
Customer Service Rep/Porter
CLEVELAND INDIANS
06.2014 - 08.2014
- Transport supplies, do inventory of supplies, stock concession stands and customer service
Assistant Child Care Teacher
Kid Stuff Early Learning Center, LLC
06.2012 - 12.2013
- Complete paperwork for newly enrolled children, maintain attendance records, create and implement arts and crafts projects and learning activities with 3-4 age group as well as oversee outdoor play time to ensure the safety and security of the children
Sports Camp Counselor
University School
06.2010 - 12.2011
- Maintain attendance records, oversee sports camp activities, teach good sportsmanship qualities and help develop self-esteem and confidence in youth ages 5-11 through sports program
Education
BBA - Business Management
Saginaw Valley State University
Saginaw, MI05.2019
Saint Francis University
Loretto, PA05.2015
Cleveland Heights High School
Cleveland, OH06.2014
Skills
- Sales Support
- Pricing
- Quality assurance
- Recruiting
- Windows
- B2B Sales
- Office Administration
- Salesforce
- Manufacturing
- Interviewing
- Project Management
- Product Development
- Quality control
- Event Planning
- Business Analysis
- Order fulfillment
- Inventory control
- Retail Management
- Sales Management
- Strategic Planning
- Negotiation
- Pre-sales
- Supply Chain
- CRM Software
- Merchandising
- Business Development
- Succession planning
- Customer service
- Account management
- Event management
- Social networking
- Design management
- Team Management
- Licensed insurance agent
- Sales team training
- Customer support
- Team management
- Problem resolution
- Sales expertise
- Customer satisfaction measurement
Certification
- First Aid Certification
- Life & Health Insurance License
- Insurance Producer License
- Driver's License
Personal Information
Willing To Relocate: Anywhere
Timeline
Financial Advisor
Northwestern Mutual
05.2024 - Current
Aseptic Operator 2
Xellia Pharmaceuticals
10.2022 - 12.2023
Fulfillment Operations Manager
Enjoy Technology
06.2021 - 10.2022
Sales Lead Expert
Enjoy Technology
08.2020 - 06.2021
Sales Lead
Clear Vision Communications
01.2020 - 03.2020
Insurance Agent/Broker
Lighthouse Insurance Group
08.2019 - 01.2020
Inventory Management Specialist
St Marys ascension Hospital
12.2018 - 08.2019
Key Holder/Sales Manager
Sherwin-Williams
08.2017 - 11.2018
Sales Management Intern
Sherwin-Williams
05.2017 - 08.2017
Customer Service Associate
At Home The Home Decor Superstore
12.2016 - 06.2017
Camp Supervisor
Building Blocks Childcare & Preschool Center, LLC
05.2016 - 08.2016
Summer Intern
Northeast Ohio Regional Sewer & Water District
06.2015 - 08.2015
Customer Service Rep/Porter
CLEVELAND INDIANS
06.2014 - 08.2014
Assistant Child Care Teacher
Kid Stuff Early Learning Center, LLC
06.2012 - 12.2013
Sports Camp Counselor
University School
06.2010 - 12.2011
Saint Francis University
Cleveland Heights High School
BBA - Business Management
Saginaw Valley State University
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