We Hire America - Veterans Jobs

Mobile We Hire America Veterans Logo
WeHireAmerica-Veterans.jobs is a service of HR Policy Foundation and DirectEmployers Association. These two non-profit organizations are providing this free resource to help educators, policy makers and job seekers understand the great employment opportunities available here in the U.S. at some of America's biggest and best companies.

Job Information

Thrivent Financial Regional Development Leader in Milwaukee, Wisconsin

Summary

Job Description

The Successful Regional Development Leader:

  • Ensures Financial Professionals (FP's) have the tools, resources, and knowledge needed in order to be successful in their new role

  • Is passionate about coaching others to be successful

Develop New Financial Professionals (FP's) and Support the Launch of New FP Practices

  • Model and coach on all elements of the Thrivent Financial Advice Process

  • Conduct high levels of joint field work (3 days per week) as scheduled by new FPs to observe and offer feedback. Offer help with case prep as needed.

  • Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.) during the sales process.

  • Be available to FPs as they develop their sales goals and help them analyze what’s working and not working in the achievement of those goals.

  • Help FPs as needed to develop/execute marketing plans that leverage relationships within their natural market, referrals and communities.

  • Advise FPs as to what activities will enable them to achieve their sales goals.

Collaborate with Others

  • Inform and communicate with leadership team regarding FP (new and vet) progress toward sales goals and success.

  • Facilitate connections with vet FPs to provide additional joint field work experiences or practice review for new FPs.

  • Leverage corporate resources to stay informed of best practices or changes that directly impact new FP launch

Characteristics of Ideal Candidate

  • Results Oriented: coaches others to success and drives toward goals

  • People Oriented: comfortable working with others, whether it’s in large groups, small groups or one-on-one

  • Adaptable: flexible, agile and amenable

  • Credible: Seen as an expert in what it takes to be a successful FP, both in sales process/methods and systems/technology

Minimum Requirements:

  • Four year college degree strongly preferred.

  • Professional designation or history of significant progress toward achievement preferred.

  • Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc).

  • Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed.

  • Ability to utilize technology effectively to coach and train new FPs.

  • Will and skill to commit to joint field work expectations.

  • Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success.

  • Licensing:

  • FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

  • State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.

  • State securities registered and insurance licensed and appointed in all states that comprise the regional area.

  • Once FPs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FPs are conducting business and receiving commissions.

  • Satisfactory background check and clean compliance record.

  • Flexibility to travel within the region (may include overnight) and conduct business during evening hours and must have own transportation.

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 human.resources@thrivent.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.

DirectEmployers