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Financial Services Agent

Company: Thrivent Financial
Location: Lexington
Posted on: September 13, 2019

Job Description:

SummaryJob Description- Are you passionate about coaching others to success?

- Are you a talent magnet?

- Are you a natural leader?

If you are ready to take your career to the next level and help Financial Professionals (FPs) succeed in the Financial Service industry check out our new leadership opening in our Lexington market. As a Regional Development Leader you:

1. Develop New FPs and Support the Launch of New FP Practices

- Model and coach on all elements of the Thrivent Financial Advice, Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.)

- Conduct high levels of joint field work (approx. 3 days per week) as scheduled by new FPs to observe and offer feedback.

- Coach FPs as they develop their sales goals and provide feedback to help them reach goals.

- Collaborate with FPs to develop/execute marketing plans

2. COLLABORATE WITH OTHERS



  • Inform and communicate with leadership team regarding FP (new and vet) progress toward goals and success.

    - Facilitate connections with vet FPs to provide additional joint field work experiences or practice review for new FPs.

    - Use corporate resources to stay informed of key practices or changes that directly impact new FP launch

    3. Attract, Recruit and Select Diverse Talent

    - Build and implement a recruiting strategy to grow capacity by attracting and cultivating quality, diverse FP candidates in focus market.

    - Execute a plan to recruit quality talent by spending focused time developing trusting relationships within broad and diverse networks, using centers of influence and obtaining referrals from FPs for quality, diverse talent

    - Actively handle a pipeline of high quality, diverse candidates,

    - Conduct selection interviews and assess candidates for high probability for success.

    - Build followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.

    MINIMUM REQUIREMENTS:
  • Four-year college degree strongly preferred.

    - Professional designation or history of significant progress toward achievement preferred.

    - Proven track record of solid sales results (i.e. L/H/A, investments, etc.).

    - Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed.

    - Ability to utilize technology effectively to coach and train new FRs.

    - Will and skill to commit to joint field work expectations.

    - Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success.

    - Licensing:

    - 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 attained within 90 days.

    - State securities registered and insurance licensed and appointed in all states that comprise the Regional Financial Office (RFO) area.

    - Once FPs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FPs 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 and must have own transportation.

    You dont need to be Christian to join our team. You do need the passion to guide our members on their Wise With Money Journey, equipping them to live more content, confident and generous lives. Thrivent strives to provide an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship 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.

Keywords: Thrivent Financial, Lexington , Financial Services Agent, Accounting, Auditing , Lexington, Kentucky

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