Joshua Taylor
Financial Professional
Zionville,NC
Summary
Dynamic financial leader with expertise in market analysis and strategic planning. Proven ability to develop sales strategies that enhance market share and foster robust advisor partnerships. Adept at delivering macroeconomic insights and conducting educational seminars. Committed to driving growth in competitive financial markets.
Overview
25
25
years of professional experience
1
1
Certification
Work History
President, Founder
7th Key Financial LLC
, North Carolina
09.2023 - Current
- Chief Market Analyst for a global subscription-based platform.
- Developed subscriber base using targeted outreach & engagement strategies
- Conduct detailed market analysis on Commodities, Equities, Bonds, Forex, & Alternatives
- Led strategic initiatives to enhance member engagement & service delivery
- Provide non-fiduciary advisory services, delivering market insights & macroeconomic analysis
- Established subscriber base through targeted outreach efforts
- Developed web-based training workshops on financial planning concepts
- Market technician on Commodities, Equities, Bonds, Forex, & Alternatives
Regional Vice President
CUNA Mutual Group
Madison, WI
02.2011 - 08.2023
- 1 of only 3 wholesalers in firm History to ever eclipse $1B in Annuity sales ($1.4B total sales)
- Achieved market share leader status for 9 of 13 years at firm, maintaining over 40% market share from 2016-2023.
- Increased territory sales from $38M in 2011 to over $200M by 2020; achieved top sales year of $247M in 2021.
- Established proven track record in External Markets through LPL partnership, leading all territories in Advisor production and new Advisor partnerships.
- Seminar Superstar. Hosted 1000’s of Educational Seminars for Advisors and their clientele.
- Developed regional marketing strategies to increase product awareness
- Collaborated with cross-functional teams to improve operational efficiency
Regional Vice President
SunLife Financial
Atlanta, GA
08.2009 - 01.2011
- Increased VA sales by 55% through targeted marketing and client engagement strategies.
- Achieved annuity sales goals by implementing effective sales strategies for Bank advisors, positioning annuities as essential components of clients’ portfolios.
- Led strategic initiatives to enhance member engagement and service delivery.
- Developed and implemented regional marketing strategies for product awareness.
- Collaborated with cross-functional teams to improve operational efficiency and effectiveness.
Regional Vice President
John Hancock
Atlanta, GA
07.2007 - 04.2009
- Transformed territory from net redemption (-$4M) to over $50M in annualized annuity sales within 18 months
- Increased territory market share from zero to 6th position based on IXI data during tenure
- Led regional strategy development for financial services and insurance solutions.
- Collaborated with cross-functional teams to enhance member experience initiatives.
- Directed market research to identify growth opportunities in target regions.
Internal Wholesaler
Wachovia (Current Day Wells Fargo)
Charlotte, NC
12.2000 - 06.2007
- Ranked top internal sales representative for annuity products in bank channel, delivering consistent sales performance.
- Generated $406 million in annuity sales in 2006 for Georgia territory by fostering strategic client relationships in bank channel.
- Cultivated relationships with financial advisors to promote investment products.
- Facilitated training sessions for new internal wholesalers on product knowledge.
- Collaborated with sales teams to develop effective marketing strategies.
Education
Theology -
Morningstar School of Ministry
Charlotte, NC01.2009
Business Administration - Finance
University of Alabama
Tuscaloosa, AL01.1997
Skills
- Sales strategy
- Market analysis
- Market research
- Financial forecasting
- Financial planning
- Compliance strategies
- Team leadership
- Sales strategy
- Macroeconomic analysis
- Subscriber engagement
- Financial workshops development
Certification
- Series 7
- Series 63
- Series 6
- Life/Health Insurance Licensed
- NSSA, National Social Security Advisor
- BFA, Behavioral Financial Advisor
Websites
Timeline
President, Founder
7th Key Financial LLC
09.2023 - Current
Regional Vice President
CUNA Mutual Group
02.2011 - 08.2023
Regional Vice President
SunLife Financial
08.2009 - 01.2011
Regional Vice President
John Hancock
07.2007 - 04.2009
Internal Wholesaler
Wachovia (Current Day Wells Fargo)
12.2000 - 06.2007
Theology -
Morningstar School of Ministry
Business Administration - Finance
University of Alabama