Responsible for leading a team of 10-15 nationally licensed advisors that serve clients in all 50 states through phone, screen share, and video. Manages performance and sales results to ensure goals are reached across all levels – the business, the team, and advisors. Responsible for driving team revenue of $1.5M+ annually. Collaborates with broader sales leadership team to ensure delivery of a consistent approach to client experience and core expectations.
DUTIES & RESPONSIBILITIES:
Responsible for team revenue of $1.5M+Accountable for the retention and engagement of a combined 800k clients.Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth.Responsible for conducting interviews and making talent selections based on attrition and future growth requirements.Provides onboarding and training that ensures strong speed to productivity and skill set development.Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for succeed, all while building self-sufficiency.Build and foster a culture centered around the organization’s culture, mission, vision and values.Willingness and ability to lead from the front – i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team.Partner with sales director to conduct quarterly business planning and manage performance expectations.Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions.QUALIFICATIONS & SKILLS:
Required:
College degree in business, management, related business field, or equivalent experience.Prior experience as a financial advisor.Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired. and must be obtained within 120 days of hire/transfer.5+ years’ experience of leading a team of 8 or more direct reports is highly desired.Must be eligible to be Securities and Insurance licensed in all 50 states and the District of ColumbiaPrevious experience in financial planning, investment products, and insurance products.Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar)Experience leading change in a fast-paced, high-growth environment.Prior experience working in a team setting to achieve results.Belief in organization’s core values and mission.Driven and results oriented.Client-centric.Great communication skills.Outgoing, positive, and energetic.Empathetic.Strong organization skills.Preferred:
Advanced Designation (CFP® or ChFC, or CLU) is desired.Salesforce experienceMoney Guide Pro (or other planning tool) experienceExperience working in virtual salesPay Transparency
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.