
5001 - 10000 employees
Founded 1922
đŚ Banking
đ¸ Finance
đĄď¸ 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.
đĽ 4 minutes ago
đť Alaska, Arizona, +8 more states â Remote
â° Full Time
đ˘ Junior
đĄ Mid-level
đŤđ¨âđ No degree required
đŚ H1B Visa Sponsor
đť Ghost score 10%
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5001 - 10000 employees
Founded 1922
đŚ Banking
đ¸ Finance
đĄď¸ 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.
⢠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, fixed and variable life, health, and annuity products and services according to licensure ⢠Help serve the financial and non-financial needs of Thrivent members, customers, and families ⢠Develop and implement business and marketing plans ⢠Prospect and market to acquire, cultivate, and retain members ⢠Prepare cases and proposals and generate referrals ⢠Build community with members and prospects ⢠Handle sensitive member/customer communications and respond verbally and in writing ⢠Facilitate or co-present product 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 member/customer financial and suitability information ⢠Accept and/or enter securities trade orders, including unsolicited orders ⢠Explain, discuss, or interpret insurance coverage; analyze exposures or policies; provide recommendations ⢠Issue insurance certificates, endorsements, binders, commitments, or contracts ⢠Assist with member/customer meeting preparation and follow-up ⢠Assist clients with product changes ⢠Drive marketing services including direct mail, fraternal activities, seminars, and meetings ⢠Perform additional responsibilities according to licensure and business needs
⢠Associates can be fully licensed, securities licensed, or insurance licensed ⢠Must be 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 in which the candidate will be doing support work ⢠Must be willing to complete appropriate state training to sell Long Term Care if required by the position ⢠Demonstrated customer service orientation/experience; 2+ years preferred ⢠Ability to handle multiple tasks and maintain high-quality work while experiencing 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 ⢠Must be able to work with all roles of the sponsoring financial advisor ⢠Must be able to represent the organization in work with external clients ⢠Must be able to cultivate and maintain relationships with outside organizations ⢠Background verification required ⢠Fingerprints required for FINRA registration and FBI review
⢠Equal Employment Opportunity without regard to protected characteristics ⢠Reasonable accommodation for individuals with disabilities
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