Joel Carson, Lutcf Email and Phone Number
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Joel Carson, Lutcf personal email
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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.
1847 Financial (Formerly Known As Penn Mutual Wealth Strategies)
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Firm Director1847 Financial (Formerly Known As Penn Mutual Wealth Strategies) Jun 2019 - PresentAddison, Texas, UsLinkedIn 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 -
Partner/Director Of DevelopmentSpectrum Financial Group Mar 2014 - May 2019Dallas, Texas, UsI 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. -
Sales ManagerTransamerica Oct 2013 - Mar 2014Baltimore, Maryland, UsIn 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. -
Director Of Business DevelopmentAlsbridge Dec 2012 - Aug 2013Addison, Texas, UsBegan 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. -
National Sales DirectorCla Usa, Inc Dec 2004 - Nov 2012Frisco, Texas, UsNational 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 AgenciesPyramid Life Insurance Apr 1997 - Nov 2004Director 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.
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Coverage Review ManagerManulife Financial Sep 1993 - Mar 1997Toronto, Ontario, CaCoverage 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. -
Agency SupervisorUnion Central Jul 1992 - Aug 1993UsBrokerage Manager in charge of recruiting new agents and growing sales.- Handled hiring, training, recruiting and development of all brokerage agents’ production. -
Brokerage ManagerGloden Rule Insurance Apr 1987 - Jul 1993Recruited 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.
Joel Carson, Lutcf Skills
Joel Carson, Lutcf Education Details
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Austin CollegeBusiness Administration And Management/Psychology Double Major
Frequently Asked Questions about Joel Carson, Lutcf
What company does Joel Carson, Lutcf work for?
Joel Carson, Lutcf works for 1847 Financial (Formerly Known As Penn Mutual Wealth Strategies)
What is Joel Carson, Lutcf's role at the current company?
Joel Carson, Lutcf's current role is Mentoring , Developing and Leading Financial Professionals at 1847 Financial.
What is Joel Carson, Lutcf's email address?
Joel Carson, Lutcf's email address is lj****@****lws.com
What is Joel Carson, Lutcf's direct phone number?
Joel Carson, Lutcf's direct phone number is +197245*****
What schools did Joel Carson, Lutcf attend?
Joel Carson, Lutcf attended Austin College.
What are some of Joel Carson, Lutcf's interests?
Joel Carson, Lutcf has interest in Children.
What skills is Joel Carson, Lutcf known for?
Joel Carson, Lutcf has skills like Sales, Leadership, Management, Selling, Marketing, Life Insurance, New Business Development, Sales Operations, Team Building, Retirement Planning, Strategic Planning, Account Management.
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