Field Practice Support Specialist, Licensed

Job not on LinkedIn

🔥 13 hours ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $21 - $29 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔧 Field Service Engineer

🦅 H1B Visa Sponsor

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

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

• Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO) • Research & resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes, correcting errors, and gathering additional information as needed • Collaborate with external companies to ensure forms are in good order (IGO) • Efficiently navigate over 40 systems to accurately process applications and service forms, minimizing the need for additional outreach to representatives and clients • Facilitate money movement for internal and external products on behalf of the FA/Client, ensuring accuracy and compliance • Proactively contact clients to gather information, provide reminders to the client to complete various applications/forms, assist in conversations with external companies and clients to verify form accuracy, gather additional details, and complete required paperwork • Understand and apply back-end and front-end processes across all product lines to ensure seamless handling of transactions • Review external company statements to input accurate data for financial planning

🎯 Requirements

• 2+ years of diverse experience in the financial industry with in-depth experience with one or more financial products (Mutual Funds, Brokerage, Investments, Annuity, Life, Health) and supporting systems • Excellent interpersonal skills, with strong written and verbal communication and high attention to detail • Able to clearly communicate with diverse audiences across the enterprise • Demonstrates adaptability in a dynamic, fast-changing environment • Maintains integrity of sensitive and confidential information • Ability to establish rapport and build relationships with external and internal customers and coworkers • Ability to anticipate customer needs with insights from industry best practices • Strong proficiency in navigating multiple systems • FINRA SIE, Series 6 required or obtained within 12 months of hire/transfer.

🏖️ Benefits

• various bonuses (including, for example, 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