Thrivent Financial Guidance Team Representative in Appleton, Wisconsin
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. • Do you love sales but enjoy the security of a base salary?• Have you had success in the Financial Service industry?• Interested in launching a sales career?• Are you passionate about helping others?• Do you want to work in an organization that aligns with your values?Thrivent Financial is looking to add a Financial Representative to our growing team! This exciting opportunity is inside our Sales team. This is a fast paced, fun and supportive environment where you achieve great results both individually and as a team. In this role you will help clients develop financial goals; analyze their current financial situation; recommend specific insurance and investment solutions and implement these solutions through a telephone-based distribution channel. You will serve as the primary point of contact for members who are assigned to the Financial Guidance Team and are responsible for converting serviced-based needs into financial guidance conversations. Financial Representatives will be responsible for outbound telephone calls on marketing campaigns.
Job Duties and Responsibilities
Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon. Guidance requires significant amount of independent thought based on situations level of complexity.
Handle clients’ needs and issues in response to inbound telephone and email inquiries on insurance and investments. Cases range from simple to complex. Identify opportunities and pivot conversation from service to sales.
Provide clients with insurance and investment product recommendations that are suitable and consistent with their goals and objectives. Guide clients to take action on recommendations.
Initiate outbound telephone calls for purposes of relationship management, lead generation/follow up and sales of insurance and investment products.
Resolve client issues by providing information and explanations; responding to inquiries and requests.
Protect client and company interests by complying with federal and state regulations; keeping information confidential.
Accurately record all contact interaction into customer management software.
Act as a steward of the client assets and achieve client satisfaction and engagement through excellent service.
Required Job Qualifications
College degree or the equivalent work experience.
Knowledge and broad perspective of Thrivent products and the financial services industry desired.
Ability to provide in depth financial analysis and planning.
Successfully complete SIE, FINRA Series 6 and 63 and Life and Health Insurance exams within 90 days of hire/transfer.
Must successfully be able to be Securities and Insurance licensed in all 50 states and the District of Columbia.
Other Critical Factors
Ability to effectively communicate and influence clients to take action on recommended solutions that will satisfy their financial needs.
Ability to work morning and/or evening shifts according to volume forecasts.
Excellent human relations skills in order to quickly build rapport, effectively communicate and influence clients to take action.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to email@example.com or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.