Customer Care Professional – Annuities, Licensed

Thrivent

Customer Care Professional managing calls to resolve client inquiries in financial services. Working with diverse clients, utilizing problem-solving skills within a supportive team structure.

Posted 6/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 per yearWebsite

About the role

Key responsibilities & impact

Empowered to provide a call experience that doesn't rely on a script, owning it from the first "Hello!" to problem resolution.
Building rapport with callers of diverse backgrounds to accurately assess situations and present complex solutions.
Navigate multiple systems while engaging callers with clear, concise, and positive language.
Focus on quality and first-call resolution to help clients reach their desired goals.
Provide support with dedicated training, mentorship, and opportunities for career advancement.

Requirements

What you’ll need

High school diploma or equivalent experience, post-Secondary education is preferred
Annuity experience preferred
FINRA Series 6 required
Experience navigating complex customer interactions from support through to resolution.
Ability to welcome change and contribute to continuous improvement in a fast-paced work environment
Bilingual in English and Spanish a plus!

Benefits

Comp & perks

Comprehensive medical, vision, and dental (we care about your health)
401(k) matching up to 6% & a pension plan (we also care about your future financial well-being beyond a career with us)
4-weeks of PTO + 12 paid holidays (take care of yourself so you can take care of our clients)
Up to 20 hours of volunteer time off (help the people we serve and the communities we foster)
Corporate gift matching 1:1 (where you donate, we’ll donate)
No nights or weekends!

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

annuity experiencecustomer interaction resolutionbilingual in English and Spanish

Soft Skills

building rapportclear communicationproblem resolutionquality focusadaptabilitycontinuous improvement

Certifications

FINRA Series 6