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About the role
Key responsibilities & impact- Provide licensed financial and non-financial support to the sponsoring financial advisor
- Serve as a resource to Thrivent Financial for Lutherans financial advisors
- Support securities, investment advisory, insurance, health, and annuity products and services according to licensure
- Help develop and implement business and marketing plans to acquire, cultivate, and retain members
- Conduct prospecting and marketing, case and proposal preparation, referral generation, and community-building activities
- Handle sensitive member/customer communications and respond verbally and in writing
- Facilitate or co-present product-specific seminars and workshops
- Identify fund-selection criteria and track performance against indexes for WRAP accounts
- Participate in practice business planning
- Counsel prospective and current members/customers on suitable financial products and investment advisory services
- Open and complete product applications
- Conduct research and information gathering for securities recommendations and investment advice
- Obtain financial and suitability information
- Accept and enter securities trade orders, including unsolicited orders
- Explain, discuss, or interpret insurance coverage and analyze exposures or policies
- Issue insurance certificates, endorsements, binders, commitments, or contracts
- Assist with member/customer meeting preparation and follow-up
- Collaborate on product changes
- Drive marketing services including direct mail, fraternal activities, seminars, and meetings
- Perform additional responsibilities according to licensure and business needs
Requirements
What you’ll need- Securities registered (Series 7 & 66 or Series 6 & 63), or willing to complete registration within 120 days of hire/contract
- Appropriately insurance licensed/appointed for sale of all life, health, and variable products
- Must be securities registered/insurance licensed/appointed in all states where support work is performed
- Must be willing to complete appropriate state training to sell Long Term Care products if required
- Demonstrated customer service orientation/experience; 2+ years preferred
- Ability to handle multiple tasks and maintain high-quality work amid frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of the sponsoring financial advisor's products and services and Thrivent Financial
- Previous administrative/secretarial experience desired
- Ability to work with all roles of the sponsoring financial advisor
- Ability to represent the organization with external clients
- Ability to cultivate and maintain relationships with outside organizations
- Background verification required
- Fingerprints required for FINRA registration and FBI review
Benefits
Comp & perks- Equal Employment Opportunity without regard to protected characteristics
- Reasonable accommodation for individuals with disabilities
- Securities registration sponsorship by Thrivent Investment Management Inc.
- Insurance licensure sponsorship by Thrivent Financial for Lutherans