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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing actionable financial advice while building and maintaining long-term client relationships. Possesses the necessary licenses and a strong motivation to serve clients within the community.
Highest-signal resume keywords
Bachelor's DegreeFINRA SIELife and Health LicensesClient Relationship ManagementInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Self-DisciplineIndependenceDrive to SucceedMotivation to Help OthersPassion for Serving Others
Certifications & Qualifications
FINRA SIELife and Health Licenses
Industry Keywords
Financial PracticeClient AppointmentsFinancial WorkshopsBusiness DevelopmentMultigenerational Relationships
About the role
Key responsibilities & impact- Build a financial practice guiding Christians toward financial clarity and empowering lives of service and faith
- Provide personal, actionable and achievable financial advice
- Connect clients to Thrivent products and programs
- Develop and maintain genuine, long-term, multigenerational client relationships
- Make client appointments through personal networks and Thrivent’s reputation
- Deliver financial workshops and market the practice
- Control and manage a flexible schedule
- Build the business with support from business development, marketing, technology, engagement and experienced advisor specialists
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- Attainment of FINRA SIE before contracting
- Attainment of life and health licenses before contracting for licensed roles
- Satisfactory background check
- Fingerprinting
- Securities registration and/or insurance licensing verification, if applicable
- Ability to build and maintain client relationships
- Strong interpersonal skills
- Self-discipline, independence and drive to succeed
- Motivation to help others achieve their goals
- Passion for serving others and generosity
- Ability to serve clients in the chosen community
- Military veterans are encouraged to apply
Benefits
Comp & perks- Up to 14 weeks of paid training and coaching
- Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures
- Recurring revenue streams
- Dedicated planning fees for those who qualify
- Medical, dental, vision, disability and accidental death and dismemberment insurance
- Pension
- 401(k)
- Retiree medical plans
- Ongoing support, training and professional growth opportunities
- Well-being programs supporting physical, emotional and financial health
- Gift matching program for eligible nonprofit contributions
- Volunteer programs
- Membership programs supporting client engagement and community involvement
- Flexible schedule and work-life balance
