Launch New Financial Advisors into Teams: Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback
Provide support for case preparation, consultation, and delivery
Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process
Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps and opportunities to grow
Help financial advisors to develop/execute marketing plans that leverage relationships within their natural market, referrals, and communities
Advise financial advisors as to what activities will enable them to achieve their sales goals
Serve as an extension of the field training team to enable the development and execution of advisor training deliverables
Foster Growth within Existing Teams: Support existing practices to launch client facing sales roles directly on to their team
Create an onboarding approach to fit the development path within the team
Communicate consistently with the existing team and leadership on strengths and development gaps
Work closely with the team to connect support and core training needs to deliver purpose-based advice
Collaborate with Others: Work with market and area leadership to support referrals for talent
Directly influence market and area plans to drive total sales growth
Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals
Facilitate connections with experienced financial advisors to provide additional joint field work and support
Leverage matrix partners to stay informed of best practices or changes that directly impact new financial advisor launch
Market Leadership: Work with the Community Engagement team to execute financial advisor growth plans
Execute a plan to develop quality talent by spending focused time understanding the development needs of the advisors, staying up to date on processes and systems and working closely with matrix partners for support
Conduct selection interviews and assess candidates as needed in support of the market director
Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.
Requirements
Four-year college degree strongly preferred
Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice
Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success
Professional designation or history of significant progress toward achievement preferred
Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote and demonstrate usage of tools as needed
Ability to utilize technology effectively to coach and train new financial advisors
Will and skill to commit to joint field work expectations
Licensing: FINRA Series 7, 63/65 or 66 required or obtained within 90 days
State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days
State securities registered and insurance licensed and appointed in all states that comprise the market or are aligned to specific financial advisors that are assigned
Satisfactory background check and clean compliance record
Flexibility to travel within the region (may include overnight), up to 50%, and conduct business during evening hours
Must have own vehicle to use for business purposes
Demonstrated track record of satisfactory performance.
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