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@pennmutualws.com
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3 phones found area 972 and 714
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LinkedIn matched
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Joel Carson, Lutcf is listed as Mentoring , Developing and Leading Financial Professionals at 1847 Financial at 1847 Financial (formerly known as Penn Mutual Wealth Strategies), based in Addison, Texas, United States. AeroLeads shows a work email signal at pennmutualws.com, phone signal with area code 972, 714, and a matched LinkedIn profile for Joel Carson, Lutcf.
Joel Carson, Lutcf previously worked as Firm Director at 1847 Financial (Formerly Known As Penn Mutual Wealth Strategies) and Partner/Director of Development at Spectrum Financial Group. Joel Carson, Lutcf holds Bachelor Of Arts (B.A.), Business Administration And Management/Psychology Double Major from Austin College.
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AeroLeads found 1 current-domain work email signal for Joel Carson, Lutcf. Compare company email patterns before reaching out.
Achieving financial success does not always simplify life. In fact, affluence generally increases the complexity of the decision-making process. The greater one’s wealth, the more time and knowledge must be invested in maintaining its growth, protection and ultimate distribution. Attorneys, accountants, insurance brokers and financial planners can offer invaluable advice. However, since most of these professionals offer services independent of one another, often it is up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate. The ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals while looking at risk management, insurance, retirement planning and estate planning. Penn Mutual Wealth Strategies helps provide that solution in an independent, objective and integrated fashion. A single-source wealth management firm for executives, individuals, business owners and families. Penn Mutual Wealth Strategies provides oversight and strategic management of every aspect of clients` financial lives. Most clients retain Penn Mutual Wealth Strategies to be their “personal CFO,” coordinating all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning and insurance. Opportunities are available for individuals interested in starting a career in financial services, as well as, experienced/licensed producers looking for better support, advanced training, compensation and a non-captive contract.
Listed skills include Sales, Leadership, Management, Selling, and 19 others.
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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.
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.
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.
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.
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.
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.
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Joel Carson, Lutcf works for 1847 Financial (formerly known as Penn Mutual Wealth Strategies).
Joel Carson, Lutcf is listed as Mentoring , Developing and Leading Financial Professionals at 1847 Financial at 1847 Financial (formerly known as Penn Mutual Wealth Strategies).
AeroLeads has found 1 work email signal at @pennmutualws.com for Joel Carson, Lutcf at 1847 Financial (formerly known as Penn Mutual Wealth Strategies).
AeroLeads has found 3 phone signal(s) with area code 972, 714 for Joel Carson, Lutcf at 1847 Financial (formerly known as Penn Mutual Wealth Strategies).
Joel Carson, Lutcf is based in Addison, Texas, United States while working with 1847 Financial (formerly known as Penn Mutual Wealth Strategies).
Joel Carson, Lutcf has worked for 1847 Financial (Formerly Known As Penn Mutual Wealth Strategies), Spectrum Financial Group, Transamerica, Alsbridge, and Cla Usa, Inc.
You can use AeroLeads to view verified contact signals for Joel Carson, Lutcf at 1847 Financial (formerly known as Penn Mutual Wealth Strategies), including work email, phone, and LinkedIn data when available.
Joel Carson, Lutcf holds Bachelor Of Arts (B.A.), Business Administration And Management/Psychology Double Major from Austin College.
Joel Carson, Lutcf is listed with skills including Sales, Leadership, Management, Selling, Marketing, Life Insurance, New Business Development, and Sales Operations.
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