Joel Carson, Lutcf Email & Phone Number

Addison, Texas, Us

LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial and Penn Mutual Wealth Strategies are unaffiliated with HTK. 5866974RG_Aug25

Dallas, Texas, Us

I sourced and developed a team of financial services representatives helping them take their skills, drive and desire to enable them to help individuals and businesses solve their most important financial challenges.

Baltimore, Maryland, Us

In the Dallas office of Transamerica Agency Network we began building a committed team of sales professionals and Tomorrow Makers.- Recruited, developed and began building a top flight team of proven producers.- Lead, coached, mentored and shaped sales professionals from various industries taking their careers from good to great.

Addison, Texas, Us

Began building from scratch a nationwide sales force in technology, telecom, hardware and software transformation and expense management .- Developed and manage all aspects of recruiting this new nationwide sales force.- Created a full classroom training program including prospecting, handling objections and effectively close new sales.- Extensive field sales work in all aspects of selling cycle from prospecting to closing sales.- Worked directly with all representatives to ensure proper process management in everything from prospective pipeline management to final delivery of services provided.

Frisco, Texas, Us

National Director of SalesMay 2005 - November 2012Created, developed and managed a new sales structure in an existing general agency to help increase sales, client retention and profitability.- Established a structure to include full time Region Managers, Corporate Trainer, Advance Planning and Case Support Manager.- Responsible for production and sales goal of approximately 125 agents producing life, annuity and financial service solutions to clients in nearly 40 states.- Participated on the Senior Management Team responsible for all aspects of daily business operations.- Developed, coordinated and presented numerous conference calls, live Webinars via multiple platforms, small study groups and large corporate wide meetings.- Duties required approximately 50% corporate home office responsibilities and 50% extensive travel to most of the 40 states the company operated in.- Provable sales growth history over the 8 year tenure in this position. Grew sales from $140 million in 2004 to a current annualized rate of $225 million in 2012 for a 62% increase during my tenure with the company.Regional Recruiter/TrainerDecember 2004 - April 2005Worked with agents to develop sales concepts that lead to increase in sales for the company. - Held biweekly home office training classes. - Recruited and trained agents to promote sales in the field primarily in southwestern states including Texas, Oklahoma, New Mexico and Arkansas. - Showed steady growth in sales, agent retention and client retention while holding this position. - Began to develop the structure that was established for the sales force prior to being placed in the National Sales Director position.

Director of AgenciesFebruary 2001 - November 2004Recruited and managed career agencies in Texas, Oklahoma and Louisiana.- Grew regional production from $2mil. in 1997 to $8.9mil. in 2003.- Developed direct mail campaigns, training seminars, new agent orientation schools, client seminars, marketing plans and new product development.- Worked to resolve client complaints, state insurance department market conduct inquiries, termination of agents and agency managers. Liaison between field and home office.- Personally held, or managed agents and managers that held virtually all production records maintained by Pyramid Life since 1996 when new marketing structure was adopted.Regional DirectorApril 1997 - January 2001Responsible for recruitment of agents and sales growth in region. - Significant and sustained production growth in region every year.

Toronto, Ontario, Ca

Coverage Review ManagerMay 1996 - March 1997Managed five coverage review associates in Oklahoma, Arkansas, Texas and Louisiana.- Handled all training and supervision of associates in four state area.- Responsible for appropriate client call activity as well as the resolution of all problem cases.Coverage Review AnalystMay 1995 - April 1996Educated agents on how lower interest rates impacted their client’s policies and estate plans. - Successfully handled confrontational situations with clients and designed solutions to help meet their original insurance objectives. - By conducting personal reviews with policyholders, we drastically decreased the number of policy lapses and surrenders.Business Development ManagerSeptember 1993 - April 1995Called on approximately 600 stockbrokers in Texas, Oklahoma and Arkansas. - Extensive work in advanced underwriting, estate planning and business insurance markets. - Generated $350,000. of new first year premium during first full year in the field. - Held series 6 & 63 Licenses.

Us

Brokerage Manager in charge of recruiting new agents and growing sales.- Handled hiring, training, recruiting and development of all brokerage agents’ production.

Recruited and trained 550 brokers to sell life, annuity and health insurance products.- Regional production consistently in top 20% of company production.- Second leading annuity territory with 2.5 million in new annuity production.