The posting
Responsible for leading a team of 10-15 nationally licensed advisors that serve clients in all 50 states through phone, screen share, and video. Manages performance and sales results to ensure goals are reached across all levels – the business, the team, and advisors. Responsible for driving team revenue of $1.5M+ annually. Collaborates with broader sales leadership team to ensure delivery of a consistent approach to client experience and core expectations.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
- Responsible for team revenue of $1.5M+
- Accountable for the retention and engagement of a combined 800k clients.
- Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth.
- Responsible for conducting interviews and making talent selections based on attrition and future growth requirements.
- Provides onboarding and training that ensures strong speed to productivity and skill set development.
- Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for succeed, all while building self-sufficiency.
- Build and foster a culture centered around the organization’s culture, mission, vision and values.
- Willingness and ability to lead from the front – i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team.
- Partner with sales director to conduct quarterly business planning and manage performance expectations.
- Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions.
Describe below the audience this role will interact with and level of influence they will have on those roles.
This position must understand customer needs, the organization’s member philosophy, and service standards to effectively lead the team to provide a consistent and positive client experience. They will regularly need to address working standards, process improvement, and employee performance as it relates to ease of doing business, channel conflict, client service, and regulatory requirements.
This position must understand sales process and fundamental elements of the sale to identify process improvement and appropriate training, technological, or other changes required to improve client satisfaction. Necessary improvements can take hours or months and may require legal, field supervision, compliance, processing, and other department involvement and engagement.
This position is regularly tasked with communicating decisions, requests, and information to FRs and field leaders. This may require actively engaging multiple information systems and departments for background before formulating a response. Such work requires response within hours or days.
QUALIFICATIONS & SKILLS:
Required:
- College degree in business, management, related business field, or equivalent experience.
- Prior experience as a financial advisor.
- Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired and must be obtained within 120 days of hire/transfer.
- 5+ years’ experience of leading a team of 8 or more direct reports is highly desired.
- Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia.
- Previous experience in financial planning, investment products, and insurance products.
- Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar)
- Experience leading change in a fast-paced, high-growth environment.
- Prior experience working in a team setting to achieve results.
- Belief in organization’s core values and mission.
- Driven and results oriented.
- Client-centric.
- Great communication skills.
- Outgoing, positive, and energetic.
- Empathetic.
- Strong organization skills.
Preferred:
- Advanced Designation (CFP® or ChFC, or CLU) is desired.
- Salesforce experience
- Money Guide Pro (or other planning tool) experience
- Experience working in virtual sales
For positions that require licensing, please use the following chart to include the appropriate items in the Job Duties and Responsibilities section and licensing in the Required Job Qualifications section:
- FINRA Series 6 and 7 required or obtained within 120 days of hire/transfer due to potential to design and develop training content as well as oversee training delivery related to insurance, annuities, mutual funds, brokerage and banking.
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 $94,389.00 - $127,703.00 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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