Thrivent

Support Advisor

Thrivent

full-time

Posted on:

Location Type: Hybrid

Location: Decorah • Iowa • United States

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Salary

💰 $50,000 - $70,000 per year

About the role

  • Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
  • Facilitate and/or co-present product specific seminars and/or workshops as necessary
  • Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
  • Participate in business planning for the Practice as needed
  • Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
  • Open and complete product applications
  • Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
  • Obtain member/customer financial and/or suitability information
  • Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
  • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
  • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
  • Assist financial representatives in the preparation and follow up for the member/customer meetings
  • Collaborate with financial representatives to assist client with product changes
  • Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
  • Additional responsibilities may be assigned in accordance with licensure and business needs

Requirements

  • Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state
  • Life, Health and Annuities registration
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
  • Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor.
  • Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
  • Demonstrated customer service orientation/experience, 2+ years preferred
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
  • Previous administrative/secretarial experience desired
Benefits
  • May be eligible for Thrivent benefit package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Securities registrationInsurance licensingFinancial product recommendationsInvestment advisory servicesDue diligenceSecurities trade ordersInsurance coverage analysisProduct applicationsResearch and information gatheringMarketing services
Soft Skills
Customer service orientationCommunication skillsAbility to handle multiple tasksIntegrityCollaborationCounseling and advisingPresentation skillsOrganizational skillsAttention to detailProblem-solving
Certifications
Series 7Series 66Series 63Series 65Life registrationHealth registrationAnnuities registration