Manager, Virtual Advice
Thrivent
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $94,389 - $127,703 per year
About the role
- 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
- 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
Requirements
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial advisingconsultative salesneeds-based salesfinancial planninginvestment productsinsurance productsteam leadershipperformance managementcoachingonboarding
Soft skills
communicationorganizationclient-centricempatheticdrivenresults orientedpositiveenergeticcollaborationleadership
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Life Insurance LicenseHealth Insurance License