Virtual Financial Advisor
10 months ago
Denver
Job Description Virtual Financial Sales Advisor – Hybrid You’ve mastered sales. Now make it meaningful. Thrivent is more than a financial services company – we’re a community built around impact and generosity that empowers lives of service and faith. Here, base pay rewards your time, bonuses reward your talent and our team culture rewards your heart. As a Virtual Financial Advisor, youll use your strong sales skills to connect, influence and guide clients toward financial clarity and confidence. This role is ideal for those who thrive on building relationships and driving results through consultative selling. You’ll offer purpose-based advice across investments, insurance, banking and generosity. No prospecting or marketing is required; instead, youll have access to a large existing client base – many of whom have not connected with an advisor for years -- and the opportunity to engage your own natural market. Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll launch your career with a strong foundation in sales and client service. Within 24-36 months, you’ll be equipped to join a local financial advisor team or lead your ownpractice. This is a hybrid role. You’ll work in-office several days a week to build culture and collaborate with colleagues, while meeting with clients virtually using tools like Zoom. The virtual aspect refers to how you connect with clients, not where you work from. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: • 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, • Have hybrid flexibility, working in the office alongside your colleagues some days with the ability to work remotely on others What You Bring Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: • 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 and results oriented Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply, • 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 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, • A base pay of $24.03-$26.44 per hour with additional monthly sales bonuses based on sales results and your client impact, • 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, • Four 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 About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.