The Market Developer is responsible for increasing productivity and total sales for advisors and other sales roles in the area by providing sales mentorship, practice guidance, and joint field work. They also ensure clients receive purpose-based advice and are critical in retaining financial advisors by helping them get off to a productive start.
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.
- 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.
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 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.
- Serve as an extension of the field training team to enable the development and execution of advisor training deliverables.
- Support existing practices to launch client facing sales roles directly on to their team.
- Create an onboarding approach to fit the development path within the team.
Other
- Four-year college degree strongly preferred.
- 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.
