Manager, Virtual Advice

🕒 2 dias atrás

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

💵 $94.389 - $127.703 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

👔 Gerente

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Thrivent

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1922

🏦 Bancário

💸 Finanças

🛡️ Seguros

Banking • Finance • Insurance

A Thrivent é uma organização de serviços financeiros holísticos que fornece consultoria, investimentos, seguros, serviços bancários e programas de generosidade. Com a missão de reinventar os serviços financeiros, a Thrivent ajuda indivíduos e comunidades a prosperarem, encarando o dinheiro como uma ferramenta e não como um objetivo. Atendendo a mais de 2 milhões de clientes, a Thrivent se dedica a ajudá-los a construir seu futuro financeiro enquanto vivem vidas significativas. A empresa está comprometida com a diversidade, equidade e inclusão, proporcionando remuneração competitiva, oportunidades de crescimento profissional e programas para amplificar a generosidade e o impacto. Como líder reconhecida em práticas financeiras éticas, a Thrivent foi nomeada uma das "Empresas Mais Éticas do Mundo" pelo Instituto Ethisphere e está incluída na lista da Forbes das Melhores Seguradoras da América.

Descrição

• Lead a team of 10–15 nationally licensed advisors serving clients in all 50 states through phone, screen share, and video • Manage performance and sales results across the business, team, and advisors • Drive team revenue of $1.5M+ annually • Collaborate with broader sales leadership to deliver a consistent client experience and core expectations • Retain and engage a combined 800k clients • Deliver team-based and individual coaching daily and weekly • Cultivate consultative sales skills and advice-based recommendations • Conduct interviews and make talent selections based on attrition and future growth • Provide onboarding and training to support speed to productivity and skill development • Collaborate with internal centers of excellence to provide training and resources • Build and foster a culture centered around organizational culture, mission, vision, and values • Demonstrate knowledge and skills through case work and occasionally join client calls to support the team • Partner with the sales director on quarterly business planning and performance expectations • Contribute to information, decision-making, and operations aligned with budgetary decisions • Address working standards, process improvement, employee performance, client service, channel conflict, ease of doing business, and regulatory requirements • Identify sales process improvements and required training, technology, or other changes to improve client satisfaction • Communicate decisions, requests, and information to FRs and field leaders using multiple information systems and departments

🎯 Requisitos

• College degree in business, management, related business field, or equivalent experience • Prior experience as a financial advisor • FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses highly desired and must be obtained within 120 days of hire/transfer • 5+ years’ experience leading a team of 8 or more direct reports highly desired • Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia • Previous experience in financial planning, investment products, and insurance products • Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar) • Experience leading change in a fast-paced, high-growth environment • Prior experience working in a team setting to achieve results • Belief in organization’s core values and mission • Driven and results oriented • Client-centric • Great communication skills • Outgoing, positive, and energetic • Empathetic • Strong organization skills • Advanced Designation (CFP® or ChFC, or CLU) desired • Salesforce experience • Money Guide Pro (or other planning tool) experience • Experience working in virtual sales • FINRA Series 6 and 7 required or obtained within 120 days of hire/transfer due to potential to design and develop training content as well as oversee training delivery related to insurance, annuities, mutual funds, brokerage and banking

🏖️ Benefícios

• Various bonuses, including annual or long-term incentives • Medical, dental, and vision insurance • Health savings account • Flexible spending account • 401k • Pension • Life and accidental death and dismemberment insurance • Disability insurance • Supplemental protection insurance • 20 days of Paid Time Off each year • Sick and Safe Time • 10 paid company holidays • Volunteer Time Off • Paid parental leave • EAP • Well-being benefits • Other employee benefits

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