Note: The job is a remote job and is open to candidates in USA. Thrivent is a diversified financial services organization that provides advice, insurance, investments, banking and generosity products and programs. The Financial Advisor Trainee will work virtually with clients to provide personalized financial advice, develop financial plans, connect clients with Thrivent products and programs, and begin building a book of business.
Responsibilities
- Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith
- Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs
- Have access to a large existing client base, and have the ability to help your friends, family and natural market
- Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar
- Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
- Flexibility to work from home
Skills
- • Self-disciplined, independent and driven to succeed
- • Motivated by helping others and seeing them achieve their goals, not just selling products
- • A natural coach or guide with strong interpersonal skills
- • Positive, energetic & results oriented
- • Collaborative and excited to contribute to your team
- • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply
- • The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
- • State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days
- • Eligibility to be securities registered and insurance licensed in all 50 states
- • Sales experience
- • Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
Benefits
- Up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position
- Flexibility to work from home
- Comprehensive medical, vision and dental
- 401(k) matching and a pension plan
- Life and disability income insurance
- Maternity/paternity leave as well as adoption and surrogacy assistance
- Tuition reimbursement
- 4-weeks of paid time off, plus up to 20 hours of volunteer time off
- Well-being programs to help you manage your physical, emotional and financial health
- Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference
- Monthly sales bonuses based on sales results and your client impact
- Various bonuses, including annual or long-term incentives
- Health savings account
- Flexible spending account
- 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
- Employee Assistance Program (EAP)
- Well-being benefits
Company Overview
Company H1B Sponsorship