Summary
The Successful Market Developer:
• Ensures Financial Professionals (FPs) have the tools, resources, and
knowledge needed to be successful in their new role
• Is passionate about coaching others to be successful
• Attracts high quality, diverse talent into FP roles
Job Description
Develop New FPs and Support the Launch of New FP Practices
Model and coach on all elements of the Thrivent Financial Advice Process
Conduct high levels of joint field work (approx. 3 days per week) as scheduled by new FPs to observe and offer feedback. Offer 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 as they develop their sales goals and help them analyze what’s working and not working in the achievement of those goals.
Help FPs as needed to develop/execute marketing plans that leverage relationships within their natural market, referrals and communities.
Advise FPs as to what activities will enable them to achieve their sales goals.
Collaborate with Others
Inform and communicate with leadership team regarding FP progress toward sales goals and success.
Facilitate connections with vet FPs to provide additional joint field work experiences or practice review for new FPs.
Leverage corporate resources to stay informed of best practices or changes that directly impact new FP launch
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.
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.
Minimum Requirements:
Four-year college degree strongly preferred.
Professional designation or history of significant progress toward achievement preferred.
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.
Ability to utilize technology effectively to coach and train new FPs.
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 Advisor Group.
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 Advisor Group (may include overnight) and conduct business during evening hours and must have own transportation.
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.