Phillip Staton

An Empathetic Client-centric approach, an engaging, outgoing personality and passion for helping people. A proven excellent oral, written, analytical, decision-making, and organizational skills. Provided consistent results with digital documentation software.

INSIDE SALES REPRESENTATIVE - J.J. KELLER AND ASSOCIATES

(2026-02 - 2026-07)

My role is to engage new and existing customers over the phone through cold calling and proactive prospecting. Engage with each customer by asking open ended and leading questions to discover and uncover needs to offer a solution to gaps in their OSHA safety programs, DOT, and/or HR compliance programs.

• Offering free trials to many J.J. Keller products from publications to online cloud solutions
• Taking notes of customers needs for the next sales representative to follow up to make a sales call
• Making recommendations for Labor Law Posters at the end of every call
• Following up on warm leads to sell J.J. Keller publications as well as the Labor Law Posters

SENIOR LIVING COUNSELOR - A PLACE FOR MOM

(2022-11 - 2025-10)

My role was to advise and guide families to pursue the correct care facility that meets their elderly loved one's needs by listening to their story and helping them narrow their search by referring them to a place where all their needs are met as well as consoling the family through this difficult process.

• Making outbound calls, consistent follow up through email, text, and calls
• Setting up tours
• Listening and Identifying needs of the elderly
• Building a rapport with both families and communities with consistent communication
• Strategizing with the care facilities marketing directors to ensure the family experience and expectations are exceeded upon the family's visit to the community
• Auditing assigned leads to ensure that A Place for Mom has received payment for services rendered to care facilities by confirming family's loved one has moved into community

SALES CLAIMS SPECIALIST/BUSINESS DEVELOPMENT REPRESENTATIVE - STERLING EQUITY DBA CLAIM SURPLUS TRUSTEE

(2016-01 - 2022-07)

My role was to call families to inform them that they had a surplus of money they were entitled to from the sale of their home after a foreclosure and to offer them assistance to ensure they get as much of that money back as possible and to defend their equity by having them sign with our company. We would provide them with attorney services and a team with 20+ year of experience with the foreclosure court and lien holder negotiations.

• Researching new and old leads
• Listening to the family's stories
• Identifying the possibility of other lien holders
• Making outbound calls to all leads
• Consistent follow-up to every lead
• Securing client signature
• Gathering information for contract documents to determine the appropriate cost it would take to recover the excess funds held by the court
• Skip tracing activities to locate missing lead
• Answering clients' questions and resolving their concerns
• Using software such as HelloSign, DocuSign, Delve point, TLO, Adobe Acrobat, and Microsoft word

Massage Therapy - Massage Therapy - FLORIDA COLLEGE OF NATURAL HEALTH (2011-06)

HIGH SCHOOL DIPLOMA - BEAR LAKE CHRISTIAN SCHOOL (2005)