Advisor Solutions Consultant

Role Overview

• Develop new and build upon existing relationships within territory.
• The strategy includes developing a firm rotation, implementing business plans and a sales strategy around focus FA’s and teams identifying business opportunities.
• Manage external rotations to meet sales and activity goals.
• Grow and retain Thrivent solutions within an assigned territory via virtual and in-person engagements with FAs to share sales ideas, provide product information, gather marketing data, provide case consultation, and offer sales support.
• Proactively identify and participate in 'point of sales' opportunities with financial advisors and clients to help drive results.
• Partner with advice colleagues to provide advice tool promotion and education to help drive advice tool adoption.
• Demonstrate excellent knowledge/expertise of Thrivent life/health/annuity products/strategies/technical tools through the educational and sales process with FAs.
• Continuous improvement on all business development activities (short & long term), including but not limited to marketing, lead development, point of sale presentations, conversions, transaction size, and repeat purchases.
• Collaborate with marketing, products, field distribution and other executives to identify innovative product development opportunities.
• Fulfills in a timely manner required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, conference calls and meetings on time.
• Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing.
• Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.
• Shapes and/or supports a culture that represents Thrivent purpose, promise and values, ensuring that Thrivent trust and reputation remain strong with its clients.

Requirements

• Bachelor’s degree in related field or equivalent experience
• 7-10 years of Financial Industry experience
• Proven experience (3-5 years) of wholesaling and/or field sales, with demonstrated increases in responsibility
• Proven relationship building and management skills
• Excellent ability to communicate complex product related sales concepts
• A deep understanding of product features and benefits and their application to individual client needs
• Knowledge of advanced financial planning topics (e.g. Business Owner Expertise, Retirement Income Concepts, and Longevity planning)
• Exceptional communication and presentation skills
• License Requirements: Series 6, 63 and Life and Health licenses (or must attain within 90 days)

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