Virtual Financial Advisor - Milwaukee

Thrivent is a company committed to helping people thrive with purpose, and they are seeking a Virtual Financial Advisor. The primary objective of this role is to deliver tailored financial guidance to existing clients, helping them enhance their financial well-being through proactive engagement and personalized recommendations.

Responsibilities

• Leverage your sales ability to build enduring relationships with clients by making personal connections and building trust
• Skillfully engage in advice-led conversations, understanding client needs, and delivering tailored financial recommendations
• Analyze clients' financial goals, risk tolerance, and investment horizon, utilizing independent thought to address complex situations
• Provide clients with suitable insurance and investment product recommendations aligned with their objectives, guiding them to take action
• Handle inbound telephone and email inquiries, addressing client needs and issues ranging from simple to complex cases. Identify sales opportunities and seamlessly transition conversations from service-oriented to sales-oriented
• Resolve client inquiries and concerns by providing comprehensive information and explanations in a timely manner
• Accurately document all client interactions into Salesforce
• Comply with federal and state regulations, ensuring the protection of client and company interests through confidentiality. Act as a steward of client assets, striving for exceptional service to achieve client satisfaction and engagement

Skills

• College degree or the equivalent work experience
• Knowledge and broad perspective of financial products and the financial services industry. (i.e. Life, Health, Annuities, and other investment products etc.)
• Ability to provide in-depth financial analysis and planning
• Ability to effectively communicate and influence members to take action on recommended solutions that will satisfy their financial needs
• Excellent interpersonal skills in order to quickly build rapport, effectively communicate and influence members to take action
• Successfully complete FINRA Series 7 and 66 and Life and Health Insurance exams within 90 days of hire/transfer
• Must be eligible to be securities and insurance licensed in all 50 states and the District of Columbia
• Virtual Advisors hired in designated 'Growth Markets' will primarily work remotely but are expected to collaborate with leaders and peers in person at an onsite location on a weekly basis

Benefits

• Various bonuses (including, for example, annual or long-term incentives)
• Medical, dental, and vision insurance
• Health savings account
• Flexible spending account
• 401k
• Pension
• 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
• EAP
• Well-being benefits
• Other employee benefits

Company Overview

Company H1B Sponsorship