Advisor Solutions Consultant
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Job Description
Advisor Solutions Consultant driving sales and market share for Thrivent’s life/health/annuity products. Responsible for field sales support and relationship building with Financial Advisors.
Responsibilities:
- 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
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