JOSHUA MITCHELL

14843 East Bellewood Place #F, Aurora, Colorado 80015

720.227.2867
Joshuacmitchell@hotmail.com

REGIONAL VICE PRESIDENT

PROFILE OVERVIEW
Dynamic achiever of multi-million revenue in key account territories; equipped w
ith broad knowledge and experience in financial service industry, and results-ba
sed record of exceeding established goals and complex account challenges. Seven
teen years of experience includes building and optimizing target market share of
240 individuals; identifying strategic investment solutions and defining feasib
le financial products and services that meet diverse clients’ financial planning nee
ds and funding issues. Solution-focused and motivational self-starter who excels
at fostering teamwork, accountability and responsiveness in order to drive cont
inuous increase in profitability and organizational growth.
- Acknowledged as top sales presenter among all internal wholesalers, outs
hining 27 other individuals; marked beyond expectations; and won the “inter channel†com
petition against the best 7 other presenters on the desk
- Successfully delivered sales presentations to company executives during
parent company visit from UK

PROFESSIONAL EXPERIENCE
- Key Account Management
- Management of Multiple Territory Accounts
- Investment Analysis and Solutions
- Sales / Revenue Optimization
- Communication and Presentation
- Client Management
- Training and Personnel Supervision
- Problem Resolution

PROFESSIONAL EXPERIENCE

BUSINESS DEVELOPMENT CONSULTANT Jackson National Life Insurance-Denver, CO (Sep

2007-Present)
Chosen as one of the only four new business development consultants (BDC) respon
sible for revitalizing the regional dealer channel; focused on securing the Merr
ill Lynch sales agreement.
- Managed the second highest ranking Merrill Lynch IXI account in Northern
Texas and territories across Idaho, Montana, Wyoming, Utah and New Mexico
- Oversaw and provided strategic direction to a team while a combined 173%
run rate with $217 MM in total premium
- Appointed as one on one BDC to RVP territory in Kansas, Missouri and Wes
tern Illinois; accounted for meeting 180% run rate, with projected $80M company
goal and team objective of $100M
INTERNAL WHOLESALER Jackson National Life Insurance-Denver, CO (Sep 2007-Oct
2009)
Optimized revenue channels in newly split territory on the East Coast, and selec
ted to take charge of San Diego, Southern Nevada and St. George, Utah territorie
s.
- Successfully transformed the Southern Nevada and St. George, Utah territ
ories from a hybrid (fixed and variable annuities) to just variable in all three
states
- Key person in driving $7.3M with a run-rate of 13.7% at the end of 2008,
and finished 2009 with $66,584,222 at 165.1% of goal
- Efficiently completed the “IW Boot Camp†and ranked second during the 2009 versi
on of the March Madness smack down tournament
- Won 2009 inter channel sales presentation contest against nine others re
presenting all the sales channel’s at Jackson, including the BDCs

FINANCIAL ADVISOR AXA Advisors, Denver, CO (Feb-Aug 2007)

Established and broadened marketing presence, as well as built and developed a t
arget market of 240 individuals.
- Strategized procedures in increasing network of referrals while collabor
ating with small group of new advisors specializing in education funding, under
represented populations and credit unions
- Effectively addressed financial planning needs of clients using a consul
tative approach and strategies, such as canvassing and seminar presentations

BRANCH MANAGER Jeffco Credit Union-Lakewood, CO (Jun 2005-Feb 2007)

Earned fast-track promotions three times within three months; ensured coordinati
on in the opening of new credit union branch in Arvada while leading the frontli
ne staff and model credit union sales initiatives, which resulted in promotion t
o branch manager position in charge of 15 employees in multiple capacities.
- Directed and streamlined operations in the main office of the credit uni
on
- Monitored and maintained compliance with credit union policies and appli
cable regulations
- Co-developed and oversaw the sales and service strategies, relationship
management and plans carried out at the main location while reporting directly t
o the CEO/president of the credit union
- Remained efficient at handling multiple responsibilities, including unde
rwriting of loans, account servicing, credit union level investment strategy, an
d training/development, among others
- Served as the “go to†person on all matters related to sales and associated impl
ementation
- Consulted by upper management during strategy sessions pertinent to sale
s optimization and culture cultivation

FINANCIAL SPECIALIST Wachovia Bank-Richmond, VA (Nov 2004-Jul 2005)

Acquired extensive knowledge on bank structure, procedure and policy, lending ph
ilosophy, credit underwriting process, culture and sales techniques through an e
xtensive 12-week training program.
- Increased wallet share of existing customers and proactively solicited b
usiness from non-customers
- Defined feasible bank products that would effectively address client fin
ancial issues in future goals, including retirement, college savings and large i
tem purchases
- Utilized tools such as real estate credit lending via PEL and HEL, busin
ess/commercial lending, risk assessment (using credit report and intangibles), a
nd trade adjustments to turn boarder-line application into approved status
- Determined viable investment solutions that would best suit clients’ needs,
which include but not limited to money market accounts, CD’s, mutual funds, stocks a
nd bonds

CLIENT SERVICES REPRESENTATIVE AIM Investments (INVESCO Funds Group)-Denver, CO

(Jun 2003-Sep 2004)
Served as information resource between investors and their financial consultants
.
- Promptly attended to general account inquiries and fund inquiries, resol
ved issues, and provided shareholder education
- Performed and ensured accurate processing of financial transactions
- Awarded as 04 MVP on second quarter for Denver Transfer Agency due to ze
ro customer reported errors
- Attained 100% Automated Form accuracy and scored 3.5 ISM (NRQ service me
asurement)
- Ranked as one of six achievers in driving the required number at Denver
site; won based on management selection
- Selected to interview for mentorship team

PRIOR EXPERIENCE
LOAN COUNSELOR ~ JPMorgan Chase-Denver, CO (Mar-
Aug 2001)
BROKER ~ Charles Schwab And CO-Denver, CO (1999-2001)
PHONE BANKER ~ Wells Fargo Bank-Denver, CO (1997-1999)

EDUCATION AND OTHER CREDENTIALS

(BA) BACHELOR OF ARTS IN SPEECH COMMUNICATIONS, MINOR IN MANAGEMENT ~ 2002
Metropolitan State College-Denver, CO
CURRENT SERIES 7 AND 63 LICENSES AND LIFE, ACCIDENT AND HEALTH DESIGNATION