Thrivent is looking to increase productivity and total sales for advisors and other sales roles in the area by providing sales mentorship, practice guidance, and joint field work.
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.
- Professional designation or history of significant progress toward achievement preferred.
Responsibilities
- Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation, consultation, and delivery.
- Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.
- Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps and opportunities to grow.
- Help financial advisors to develop/execute marketing plans that leverage relationships within their natural market, referrals, and communities.
- Advise financial advisors as to what activities will enable them to achieve their sales goals.
- Support existing practices to launch client facing sales roles directly on to their team.
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.
- 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.
- Satisfactory background check and clean compliance record.
