Revenue Growth Director
Thrivent Financial
The Revenue Growth Director will partner closely with our Group Vice Presidents/Market Vice Presidents & Market Directors to drive productivity, advice, and balanced sales growth. This role is responsible for achieving the organization’s growth goals for total sales with an emphasis on balanced sales growth through effective advice delivery: wealth management, accumulation, retirement income and core protection sales in the Life/Health/Annuity lines. As well as overall advisor productivity as measured by advisor revenue growth, client service model and advice delivery. The role is centered on driving balanced revenue growth for advisor/team, field leaders and the overall enterprise through leveraging campaigns, client service model, one-on-one and one-to-many advisor consulting. The organization’s advice strategy and client experience play a critical role.
DUTIES & RESPONSIBILITIES:
+ Drive growth in Total Sales: Weighted Investment Deposit (WID) and Annual New Business Production ( ANBP ) , acquiring new clients, and increa se investment revenues ( RFOB ) . Focus on financial planning and purpos e-based advice, with particular emphasis on core income protection, accumulation strategies, retirement income planning, and wealth transfer.
+ Build and maintain strong relationships and joint strategies with advisors and field leaders in the assigned T hrivent Advisor Groups ( TAGs ) . Actively participate in business planning with local TAG leaders and the Advisor Productivity team.
+ Foster and support productivity and revenue growth in collaboration with the Revenue Practice and Productivity team , the Wholesaling COE and other key stakeholders in distribution, benefiting a dvisors across all segments—from new f inancial a dvisors to high-performing team practices—within the assigned TAG.
+ Be deeply committed to and knowledgeable about the organization’s advice strategy and solutions. Align and deliver team results for a consistent advice experience and effective implementation of product solutions, including both protection and investments. Expertise in Money Guide Pro, the Thrivent Planning Platform and other advice tools and delivery mechanisms required .
+ Coach and motivate advisors that result in outstanding client appointments, increased productivity, driving sales, revenue, new clients, improving practice leverage, and building team structures.
+ Proactively support advisors in achieving their business plans and goals through an efficient contact approach; provide coaching and necessary tools to ensure their success. Develop and implement strategies to help advisors build more productive practices, including book management, client service models, revenue growth initiatives, and deepening client relationships.
+ Assist advisors in achieving strong advice implementation results and balanced production across all product lines. Partner with the Wholesaling team to drive appointment activity, accelerated advice implementation, advisor recognition, and revenue metrics.
+ Support advisors in enhancing their professionalism and delivering an exceptional client experience by utilizing the advice framework.
+ Build collaborative relationships with the Advice and Wholesaling teams, as well as other regional leaders, focusing on strategic alignment and addressing the revenue and productivity needs of advisors.
+ Promote and facilitate collaboration between experienced and new advisors in joint field work and book management. Recognize and celebrate collaborative efforts and achievements.
This position will bring ideas to, and collaborate with Group Vice Presidents , Market Vice Presidents and Market Directors to identify mutual interest productivity strategies that will help achieve Thrivent’s goals . This role b uild s strong, collaborative relationships with the Advice and Wholesaling teams and Group leaders to strategically partner on revenue goals with particular emphasis on Life/Health/Annuity implementation through the organization’s a dvice strategy . This position a ssist s in recruiting, capacity , and retention efforts for the g roup by building trusting relationships with advisors leading to team launch of new advisors and referrals. This position will regularly communicate , need to influence, and inspire advisors, teams, and staff. This role requires the ability to have s trong two-way partnerships with Regional Groups and other teams like, Wholesaling/Sales Support, the National Practice Group, Advisor Growth and Advice. This position b uild s and maintain s crucial partnerships within Thrivent Corporate like, IT/systems, Marketing, and Sales Support .
QUALIFICATIONS & SKILLS:
+ Four - year college degree strongly preferred.
+ Minimum five years coaching financial advisors.
+ Demonstrated track record of supporting and driving advice implementation and sales results ( i.e. L ife /H ealth /A nnuities , I nvestments, etc . ). Familiarity with key planning topics such as income protection, accumulation strategies, retirement income planning, tax-efficiency and wealth transfer required .
+ Experience in using the organization’s a dvice platform, Salesforce and other internal tools / systems ( i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed.
+ Experience in IA programs such as managed accounts and fee-based planning strongly preferred.
+ Ability to present and facilitate large and small groups in order to drive understanding of concepts and practices that lead to advisor success.
+ Ability to utilize technology like, S alesforce and Power BI to connect with and coach advisors.
+ Professional designation or history of significant progress toward achievement preferred.
+ 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 ob tained within 90 days .
+ State securities registered and insurance licensed and appointed in all states that comprise the group area.
+ Once advisors are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where advisors 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.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $97,165.00 - $131,458.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
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.
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