The Market Developer is responsible for providing sales mentorship, practice guidance, and joint field work to increase productivity and total sales for advisors and other sales roles in the area. They serve as the primary support person for new advisors within their first year and offer supplementary support throughout their first four years. The Market Developer ensures that clients receive purpose-based advice by providing training, case consultation, and mentorship, working side-by-side with new advisors and other sales associates. This role will foster a culture of excellence, compliance, and client-centric service, ensuring that advisors are equipped with the knowledge, skills, and resources needed to succeed. It is critical in retaining financial advisors and sales roles by helping them get off to a productive start in their new careers.
Requirements
- Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote and demonstrate usage of tools as needed.
- Ability to utilize technology effectively to coach and train new financial advisors.
- FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
- State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.
- State securities registered and insurance licensed and appointed in all states that comprise the market or are aligned to specific financial advisors that are assigned.quired or obtained within 90 days.
Responsibilities
- Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.
- Serve as an extension of the field training team to enable the development and execution of advisor training deliverables.
- Create an onboarding approach to fit the development path within the team.
- Work with the Community Engagement team to execute financial advisor growth plans.
- Execute a plan to develop quality talent by spending focused time understanding the development needs of the advisors, staying up to date on processes and systems and working closely with matrix partners for support.
- Conduct selection interviews and assess candidates as needed in support of the market director.
- Leverage matrix partners to stay informed of best practices or changes that directly impact new financial advisor launch.
Other
- Four-year college degree strongly preferred.
- Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.
- Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.
- Professional designation or history of significant progress toward achievement preferred.
- Will and skill to commit to joint field work expectations.
- Satisfactory background check and clean compliance record.
- Flexibility to travel within the region (may include overnight), up to 50%, and conduct business during evening hours.
- Must have own vehicle to use for business purposes.
- Demonstrated track record of satisfactory performance.
