Thrivent

Regional Development Director

Posted on: 14 Apr 2021

Portland, OR

Job Description

Summary

The Successful Regional Development Director:

Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles
Ensures new FPs are given the tools, resources and knowledge needed in order to be successful in their new role.

Job Description

Attract, Recruit and Select Diverse Talent

* Create 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, leveraging centers of influence and obtaining referrals from FPs for quality, diverse talent
* Partner with other Thrivent leaders/key stakeholders to develop capacity plan.
* Collaborate with assigned recruiter and leverage his/her expertise in recruiting and selection systems.
* Actively manage a pipeline of high quality, diverse candidates,
* Conduct selection interviews and assess candidates for high probability for success.
* Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.

Develop New FPs and Support the Launch of New FP Practices

* Demonstrate mastery of the Thrivent Financial Advice Process (Connecting with members, data gathering, case analysis, taking action and asking for referrals) and be able to model and coach on all elements.
* Conduct high levels of joint field work (approx 3 days per week) as scheduled by new FPs to observe and offer feedback, and help with case prep as needed.
* Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.) during the sales process.
* Be available to FPs to develop their goals and conduct meetings with new FPs to discuss progress toward their goals, analyze whats working and not working and ways to overcome challenges and issues.
* Be available to FPs to develop/execute a marketing plan to achieve their goals that leverage relationships within their natural market, referrals and communities.

Collaborate with Others

* Inform and communicate with leadership team regarding FP (new and vet) progress toward goals and success.
* Facilitate connections between new FPs and vet FPs to provide additional joint field work experiences or practice experiences for new FPs
* Connect with corporate resources to stay informed of best practices or changes that directly impact recruiting, launch and vets
* Demonstrate ability to use technology effectively with FPs to assist in coaching and training
* Build a plan with the Community Engagement team and others to develop and implement a plan to grow the region, and identify communities or congregations within the region on which to focus, using generosity and other marketing programs.
* Build and maintain relationships with leaders within the Christian Community and centers of influence.

Manages Region

* Engages in business planning to set strategy for region and to determine how to meet goals
* Provides leadership and coaching to region team
* Develops a healthy culture within the region, enabling good results and ensuring a culture of excellence in the region
* Work with the Community Engagement team and others to develop and implement a growth plan, and identify key markets on which to focus.
* Build and maintain relationships with leaders within the Christian Community and centers of influence.

Characteristics of Ideal Candidate

* Drives for Results: strives for success, and takes ownership of zones performance
* Passionate about Attracting and Developing Others: passionate and enthusiastic about attracting and developing others; gains professional satisfaction from the success of others and being a source of help
* Adaptable: flexible, agile and amenable
* Courageous: willingness to take risks and do what needs to be done to grow individuals and the zone
* Credible: Seen as an expert in what it takes to be a successful FP, both in sales process/methods and systems/technology

Minimum Requirements:

* Demonstrated 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.
* Previous experience in attracting others.
* 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 FRs 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.
* Must have own automobile to use for business purposes.
* Demonstrated track record of satisfactory performance.

Strongly Preferred:

* Four year college degree strongly preferred.
* Professional designation or history of significant progress toward achievement preferred.

Key Dependencies and Relationships:

* Regional Leadership Team; vet FPs; new FPs; RFO staff; corporate recruiting, launch and practice management teams.

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.

Thrivent

Minneapolis, MN

Thrivent Financial for Lutherans, Inc., along with its subsidiaries, provides financial services to Christians in the United States. The company offers insurance products and services, including life, disability income, long-term care, Medicare supplement, medical, and business insurances; and annuities, such as immediate annuities, deferred annuities, deferred income annuities, and variable annuities.

It also provides traditional and Roth individual retirement accounts; investment and asset management services, including mutual funds, managed accounts, and professional money managers; securities and investment advisory services; and financial planning and guidance services through representatives. In addition, the company offers church and institution financing; employee sponsored retirement plans; federal credit union products and services for businesses; and endowments for organizations, as well as creates and supports national outreach programs and activities that help congregations, schools, charitable organizations, and individuals in need.

Further, it sells men’s apparel, ladies apparel, calendars, caps, bags, binders, children products, drink ware, golf/sport/outdoor items, household products, Lutheran/Christian products, money mindset books, paper goods, personalized items, general goods, racing gear, writing instruments, and gift cards through its online store. The company was formerly known as Lutheran Brotherhood and changed its name to Thrivent Financial for Lutherans, Inc. in 2001. The company was founded in 1902 and is based in Minneapolis, Minnesota with regional financial offices in the United States.

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