Associate

🕒 September 4

🦬 Montana – Remote

🦬 Montana – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 17%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Provide licensed financial and non-financial support to Clearwater Financial Group • Serve as a resource to Thrivent Financial for Lutherans Financial Advisors • Support securities, investment advisory, fixed and variable life, health, and annuity products and services • 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 and/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 substantive research and information gathering for securities recommendations and investment advice • Obtain member/customer financial and suitability information • Accept and/or enter securities trade orders, including unsolicited orders • Explain and interpret insurance coverage, analyze exposures or policies, and provide recommendations • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts • Assist Financial Advisors with member/customer meeting preparation and follow-up • Collaborate with Financial Advisors on client product changes • Drive marketing services including direct mail, fraternal activities, seminars, and meetings • Perform additional responsibilities according to licensure and business needs

🎯 Requirements

• Previous administrative/secretarial experience desired • Must be securities registered (Series 7 & 66 or 6 & 63) • Must be appropriately insurance licensed/appointed for sale of all life/health and variable products • Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for Clearwater Financial Group • Must be willing to complete appropriate state training to sell Long Term Care if required by the position or support needs • 2+ years of customer service orientation/experience 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 Clearwater Financial Group, its products and services, and Thrivent Financial • Ability to work with all roles of Clearwater Financial Group • Ability to represent the organization with external clients • Ability to cultivate and maintain relationships with outside organizations • Background verification required • Fingerprints required as part of FINRA registration process

🏖️ Benefits

• Equal Employment Opportunity without regard to protected characteristics • Reasonable accommodation for individuals with disabilities