Thrivent

Support Advisor

Thrivent

full-time

Posted on:

Location Type: Remote

Location: 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

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 products and services, and Thrivent Financial
  • Previous administrative/secretarial experience desired
Benefits
  • Opportunity to earn commissions
  • 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 application processingClient meeting preparationMarketing services
Soft Skills
Customer service orientationCommunication skillsConfidentialityMulti-taskingIntegrityCollaborationAdvisory skillsResearch skillsOrganizational skillsPresentation skills
Certifications
Series 7Series 66Series 63Series 65Life registrationHealth registrationAnnuities registration