Key skills
Sales
About this role
Role Overview
- Drive sales and market share growth of Thrivent Mutual Funds, Managed Portfolios, ETFs, and SMAs.
- Help drive increase in Thrivent unique new relationships.
- Demonstrate excellent knowledge/expertise of Thrivent products through the educational and sales process with Financial Representatives.
- Develop new and build upon existing relationships within territory.
- Manage external rotations to meet sales and activity goals.
- Identify sales opportunities for Thrivent investment products utilizing solutions-based concepts.
- Conduct client seminars and events.
Requirements
- Minimum 5-10 years of financial services experience preferably wholesaling with demonstrated increases in responsibility.
- Advanced financial services designations a plus.
- FINRA SIE, Series 7, 63/65 or 66 required or obtained within 90 days of hire/transfer.
- Strong public speaking skills.
- Proven relationship building and management skills.
- Bachelor's degree or equivalent work experience required.
- Deep understanding of competitors’ products in all asset classes.
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