The posting
The Engagement Leader (EL) is a relationship development professional who provides local leadership, planning and execution of community and business development through: - Community engagement and activation activities in partnership with Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks - Strategic relationship development with local organizations - Coordinated community growth and development efforts with local field leaders
The EL leverages Thrivent’s community impact programs, focused on building financial health and inspiring generosity, to enable local relationship development, drive business growth and have a positive impact on community. The EL provides consultation and support resources to new and experienced Thrivent Financial Advisors, partnering with them to grow their networks and deepen relationships with their clients and community members, leveraging Thrivent’s community impact programs, tools, and resources. The EL works with advisors to develop an engagement plan that leverages Thrivent’s membership and community impact programs to differentiate their business in their community and drive stronger business and community impact results. This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and deepen client and community relationships.
The EL builds relationships with community leaders and their organizations, churches, and local non-profit and business networks to strengthen Thrivent’s community impact outcomes and business results within the local market. They are proficient with the systems, processes, and playbooks for the execution of engagement and partnership activities, supporting a consistent and reliable experience for advisors and local community partners.
DUTIES & RESPONSIBILITIES:
This role entails strategic execution of three main areas:
Drive Impact
- Increase awareness of Thrivent’s Community Impact and Membership programs with clients and communities. Partner with advisors to help them raise awareness of Thrivent with their clients and communities by leveraging Membership and Community Impact programs.
- Develop and activate strategic partnerships with organizations in the region(s), including churches, non-profits, and business networks to build opportunities for engagement.
- Align impact strategies with growth strategies of the field by partnering with field leaders to develop and deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities.
- Develop centers of influence relationships in communities to grow awareness of Thrivent and opportunities to tell Thrivent’s story
Deliver Value to Clients
- Support advisors in building a client and community engagement plan leveraging Thrivent’s membership and community impact programs and engagement strategies to grow their network, deepen their client relationships and differentiate their business in their local community.
- Build and execute community engagement plans, with local advisors, that help Thrivent clients connect with the activities of the Thrivent Member Network
- Work with and through advisors to activate clients to become advocates of Thrivent and their local advisor practice.
Grow Sales
- Build local engagement strategies in partnership with local market field leaders
- Execute the local activities of the Thrivent Member Network to create opportunities for advisors to connect with members and prospective members, leading to advisor appointments from engagement activities.
- Build awareness of Thrivent in local communities with Thrivent’s Membership and Community Impact programs.
- Raise awareness of the advisor career opportunity through engagement activities
- Integrate Thrivent enterprise growth priorities into local engagement strategies – for example, new program rollout, sharing career opportunities, promoting Thrivent programs such as Thrivent Charitable, Money Canvas, Church Finance, Thrivent Bank, etc.
This role may interact with:
- Field Leaders
- Advisor Group staff
- Advisors
- Marketing leaders
- Membership leaders
QUALIFICATIONS & SKILLS:
Required:
- Bachelor’s degree or commensurate experience
- 3 or more years of related work experience
- Excellent communication skills
- Experience and comfort with presenting and facilitating meetings.
- Experience and comfort with remote and hybrid work to support in-person meetings and events
- Exceptional planning/organizing skills including proficiency with Microsoft Office tools and CRM tools (Salesforce)
- Ability to travel up to 50% and ability to flex- schedule to work evenings and weekends occasionally
- Must have proper home office environment to conduct remote work. This includes suitable high speed internet to conduct the business of the role.
Preferred:
- Candidates should live within a 30-minute commute of Fort Wayne or Indianapolis/Carmel, Indiana, to support in-market advisor engagement and regional travel needs.
- Knowledge of the financial services industry
- Experience in sales development or community development.
- Demonstrated ability to build, activate and leverage networks.
- Demonstrated ability to influence others for goal achievement.
- Highly connected in Christian community represented in the market as well as strong relationships within the local business and non-profit community.
- Community engagement experience and enthusiasm for building relationships
- Bi-Lingual (English/Spanish) preferred in specific markets.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $67,080.00 - $90,756.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: 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, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.
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