Thrivent

Advisor Solutions Consultant

Thrivent

full-time

Posted on:

Location Type: Remote

Location: Minnesota • United States

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Salary

💰 $289,000 - $314,000 per year

Job Level

SeniorLead

About the role

  • Develop new and build upon existing relationships within territory.
  • The strategy includes developing a firm rotation, implementing business plans and a sales strategy around focus FA’s and teams identifying business opportunities.
  • Manage external rotations to meet sales and activity goals.
  • Grow and retain Thrivent solutions within an assigned territory via virtual and in-person engagements with FAs to share sales ideas, provide product information, gather marketing data, provide case consultation, and offer sales support.
  • Proactively identify and participate in 'point of sales' opportunities with financial advisors and clients to help drive results.
  • Partner with advice colleagues to provide advice tool promotion and education to help drive advice tool adoption.
  • Demonstrate excellent knowledge/expertise of Thrivent life/health/annuity products/strategies/technical tools through the educational and sales process with FAs.
  • Continuous improvement on all business development activities (short & long term), including but not limited to marketing, lead development, point of sale presentations, conversions, transaction size, and repeat purchases.
  • Collaborate with marketing, products, field distribution and other executives to identify innovative product development opportunities.
  • Fulfills in a timely manner required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, conference calls and meetings on time.
  • Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing.
  • Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
  • Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.
  • Shapes and/or supports a culture that represents Thrivent purpose, promise and values, ensuring that Thrivent trust and reputation remain strong with its clients.

Requirements

  • Bachelor’s degree in related field or equivalent experience
  • 7-10 years of Financial Industry experience
  • Proven experience (3-5 years) of wholesaling and/or field sales, with demonstrated increases in responsibility
  • Proven relationship building and management skills
  • Excellent ability to communicate complex product related sales concepts
  • A deep understanding of product features and benefits and their application to individual client needs
  • Knowledge of advanced financial planning topics (e.g. Business Owner Expertise, Retirement Income Concepts, and Longevity planning)
  • Exceptional communication and presentation skills
  • License Requirements: Series 6, 63 and Life and Health licenses (or must attain within 90 days)
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 & Tools
wholesalingfield salesfinancial planningsales strategycase consultationlead developmentpoint of sale presentationsCRM data entrymarketing data analysisproduct knowledge
Soft Skills
relationship buildingcommunicationpresentationcollaborationresiliencyaccountabilitycontinuous improvementemployee engagementstrategic thinkingproblem solving
Certifications
Bachelor's degreeSeries 6Series 63Life licenseHealth license