Alan Pearson Email & Phone Number

Nashville, TN, US

Lansing, MI, US

Business relationship management through the use of financial planning software. Supporting the sales team to help exceed goals/quotas.- Utilize technology-driven approach to achieve positive outcomes for clients. Experience with eMoney, MoneyGuide Pro, RightCapital, Riskalyze/Nitrogen.

Lansing, MI, US

• Create new and manage existing relationships with brokers, agents and third party asset managers to help generate sales of Jackson products.
• Maintain extensive product and industry knowledge to better assist agents within my assigned territory.
• Works closely with the External Wholesaler to develop and execute an appropriate business plan to maximize territorial sales. On track to exceed annual sales goal of $195 million in territory.
• Collaborate with other departments (Retirement and Wealth Strategies, Portfolio Strategy Group, etc.) to provide a holistic financial planning strategy for all clients.
• Actively participate in opportunities for training and continued professional development offered by Jackson.
• Nominated for wholesaler of the quarter in Q2 2018 due to territory performance, leadership and presentation skills.

US

• Managed and directed sales of piping, plumbing and pool products/supplies in the Space Coast region of Florida. Both wholesale and B2B.
• Met and often exceeded monthly sales targets set forth by Profit Center Manager.
• Accounted for over $1.3M in sales in first 7 months. An increase of 31% from the previous year.
• Attended local and state meetings to learn about new products, competitors, market conditions, and build vendor/client relationships.
• Worked with clients to track leads, promote, process and manage sales orders, and provide customer support.
• Communicated changes in customers’ business that posed risk to credit to Profit Center and Credit Managers in a timely manner.

Bradenton, Florida, US

• Implemented comprehensive lesson plans and creative learning techniques focused on small groups and individual learning.
• Improved standardized testing scores by 12% overall (math/science and reading portions), first place in the district.
• Raised percentage of college-bound graduates to 62%, an improvement of 9% above the district average.
• Played an integral role in helping school achieve an "A" rating, the highest score in the district.
• Maintained regular contact with students, parents and administration, via phone calls, emails and face-to-face meetings in order to keep all parties informed and working together.
• Instructed via lectures, discussions, presentations and hands-on demonstrations.

• Performed EKG's and stress tests on patients under physicians' supervision in a caring, competent manner.
• Reviewed patients' medical history, while participating in anti-coagulation therapy and assisting in pacemaker and defibrillator check-ups.
• Interacted with patients in-person and over the phone to explain test results and manage patient flow and schedule.
• Explained EKG and testing procedure to patients, and collected their vitals prior to and following procedures.
• Maintained detailed medical records for patients' charts.

Attended protocol study patient visits, collected vitals and EKG readings, completed and collected source documents, prepared shipment of dangerous goods, performed protocol procedures as qualified, and attended site monitoring audits. Experienced with HIPAA, Informed Consent, and Good Clinical Practice guidelines.

Worked in a large dermatologist office that saw 35-40 patients a day per doctor. Duties comprised of assisting with surgeries, including suturing (subcutaneous & cutaneous), performing shave/punch biopsies and cauterization of wounds. Other tasks included obtaining medical histories and vitals, applying local anesthesia, writing prescriptions, ordering.

Developed program goals and objectives. Implemented a health-oriented campaign called “Snack Smart, Move More” and presented it to 14 counties in northern Florida. Administered cholesterol screenings and targeted health awareness issues in the region to further improve public health by conducting PowerPoint presentations to large groups.

Bachelor Of Science, Exercise Physiology; Dec. 2006

Education record