Address
Form of work
SalaryResponsibilities
- Maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
- Work independently with minimal supervision, servicing and maintaining strong relationships with existing clients
- Maintains contact with clients to provide and/or obtain information, and answer product-related questions, and assist with transactions and service requests
- Assists Lead Advisors in the preparation and follow-up for client meetings
- Update and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
- Deepen existing client relationships through processing of client requests, resolving client questions, and ensure client information and documentation are up to date
- Prepare presentation material for client meetings
- Assist in generating performance reports
- Completes electronic and paper service forms and new business applications
- Seek to identify potential sales opportunities with new and existing clients
- Partner with Financial Advisors to help close the opportunity
- May sit second chair in meetings to take notes
- May handle all post meeting tasks
- Other responsibilities as assigned by the Lead Advisor
Qualifications
- Previous financial services experience desired
- Life, Health, Annuities and Securities registration (SIE, Series 7 and 66) required
- Demonstrated customer service orientation/experience, 2+ years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
Compensation
Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.
Industry Title : Service Advisor
Starting Salary : $52,000 - $70,000
Individual Bonus/Incentive : 20-50% of FYC/GDC
Total Comp Package (Salary + Incentive Comp) : $65,000 -$83,000
Career Progression
May remain in position for the length of their career or become Lead Advisor.
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.
