Carter Gladstone Email and Phone Number

• B2C Inside Sales• Helping customers lower their insurance costs ranging from Homeowners Insurance, Auto Insurance, Umbrella Insurance, and Other Personal Lines.• Insurance Brokerage streamlining the insurance process by reshopping customers current policies with over 40 A+ Rated Carriers.• Partnerships with numerous amount of Mortgage, Auto and Other Industries. • Handle incoming calls from customers seeking a better insurance option• Staying up to date on market trends, carrier products, guidelines and procedures• Create a five star customer service resulting in a world class customer satisfaction score• Licensed in over 15+ States• Passed Personal Lines Exam 05/2024 First Attempt• Went through a 6 week training course learning over 45 different insurance carriers portals• 1st Month on the Sales Floor = 41 policies (Highest out of training class) Hit Bonus & Quota• 2nd Month on the Sales Floor = 51 policies, Hit Bonus & Quota• 3rd Month on the Sales Floor = 60 policies, Hit Bonus & Quota• 4th Month on the Sales Floor = 70 policies, Hit Bonus & Quota

• B2B Inside Sales• Helping Real Estate Agents expand their business by providing CRM Software, Lead Generation andCustom Branded Website to advertise and market themselves online to potential buyers & sellers all across the United States & Canada.• Prospect new business and managing a pipeline of inbound/outbound leads and calls.• Full sales cycle by presenting our product solutions and discovering pain points to solve their currentchallenges.• Overcoming objections and focusing on creating rapport over the phone.• Total of signing up 50+ agents and handling their accounts.• Hit Quota every month

• Promotion- Hitting Quota/Goal 3 Consecutive MonthsMay- $2305June- $2284July- $1500

• B2B Inside Sales• Helping CEO’s, Presidents, Owners with Audio Branding• Concept Selling with Unique Benefits of Brand Sound, Voice Artistry, On Hold Marketing, Sonic Logo, Exclusive Music, Auto Attendants, and Professional Production• Setting Appointments, Delegating Demo Production, Sourcing Businesses in AZ, CA, NV, OR and WA• Discovering Pain Points on my accounts and worked with/helped out a variety of different industries- Graduated Training Academy early within the first 60 days. #1 Appointments Set in Academy - 30 Total.- SalesForce CRM Transition April 2023- #2 in Sales/Commission in Phoenix Office May 2023- #3 in Sales/Commission in Phoenix Office June 2023 & Appointments Set- Promoted to Senior Media Development Executive July 2023- Top 50 in Sales 2023 within the Entire Company (6 Locations)- Top 5 in Sales 2023 within the Phoenix Office- 80+ Appointments Set in 6 Months

• Passed NMLS Exam August 2021• Assisted a Top Performer in Arizona & Kansas• Helped Prospective Buyers to Purchase a Home• Handled Loan Applications, Ran Credit & Direct Underwriting• Executed Loan Status Updates weekly and Utilized Optimal Blue for Prequalification's • Perfected Cost Analysis to present to Borrowers• Up to Date with MBS Highway & Encompass• Assisted on Open Houses, Cold Calls on Relators for business• Presented Credit Xpert to get better terms on the loan• Worked on Purchases & Refinances within a wide variety of loan programs

• Selling concept on Mortgage Products & Services to Lenders, Banks, and Credit Unions• B2B Inside Sales - Communicating and Conversing with CEO's & Decision Makers• Managed a Team by Gathering Contracts and Demonstrating demos with clients• Setting up Appointments with Potential Prospects and Engaged in closing deals while earning commission• Investigating Volume and Specific needs for prospects to determine pricing for our services• Transitioned into Private Eyes Background Checks (Side Business)

• Promoted to Consumer Direct Sales Team• Handled large amounts of incoming calls, 1st Point of Contact• Generate sales opportunities for Loan Originators• Strong phone contact handling skills & active listening• Learned sales tactics to transfer the call to the according Loan Officer

• Operational-Based while attending Arizona State University• Retrieved Closing Disclosures for Loans already purchased routed to the Secondary Market.• Outbound calls to Title Companies to retrieve on delayed/missing Title Policies and Deeds of Trusts• Learned the cycle of the Mortgage Industry