Note: The job is a remote job and is open to candidates in USA. Thrivent is seeking an Associate to support Clearwater Financial Group and its Financial Advisors. The role provides licensed financial and non-financial support across securities, investment advisory, insurance, and annuity products, while assisting with client service, product applications, marketing, research, and business planning.
Responsibilities
- Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
- Facilitate and/or co-present product specific seminars and/or workshops as necessary
- Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
- Participate in business planning for the Practice as needed
- Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
- Open and complete product applications
- Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
- Obtain member/customer financial and/or suitability information
- Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
- Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
- Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
- Assist Financial Advisors in the preparation and follow up for the member/customer meetings
- Collaborate with Financial Advisors to assist client with product changes
- Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
- Additional responsibilities may be assigned in accordance with licensure and business needs
Skills
- This is remote position and individual must reside in either the Pacific, Mountain or Central Time Zone
- Must be securities registered (series 7 & 66 or 6 & 63)
- Must be appropriately insurance licensed/appointed for sale of all life/health and variable products
- Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for Clearwater Financial Group
- Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of Clearwater Financial Group, our products and services, and Thrivent Financial
- Previous administrative/secretarial experience desired
- Demonstrated customer service orientation/experience, 2+ years preferred
Benefits
- Potential commission as part of the compensation package
- Remote position; individual must reside in either the Pacific, Mountain or Central Time Zone
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