Investment Consultant (Internal Wholesaler)

Job Responsibilities And Duties

• Build and maintain relationships with individual financial advisors by telephone, email and through virtual presentations.
• Mets sales goals as defined by Management, leveraging phone contacts, email, and conference calls.
• Utilize extensive Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts product knowledge, competitive positioning, sales process skills and case consultation skills to drive sales.
• Partner with external Regional Investment Consultant (external wholesaler) in the field to help develop sales opportunities in his/her regions.
• Provide outstanding inbound, outbound sales and service support by contacting financial advisors with updates pertaining to the investments they sell.
• Possess the ability to prospect for new business, cross sell existing advisors on different Thrivent Mutual Funds, ETFs, SMAs, and Managed Account products and assist advisors with asset allocation concepts.
• Help investment advisors increase their business by producing hypothetical illustrations, updating them on current marketing materials, and informing them of upcoming conference calls or conferences.
• Maintain competitive intelligence by attending meetings, engaging other internal departments to understand Thrivent Funds internal strategies.
• Provide leads and sales ideas to other sales desk internals to help Thrivent Funds increase sales in products.
• Lead projects for department initiatives to fully implement new processes, strategies, and more.
• Act as Fund/Firm/Marketing Liaison.
• Relay a positive attitude about department initiatives and stand behind decisions of management.
• Able to fully utilize technology (e.g. SalesForce, Morningstar, Envestnet, and illustrations).
• Expected to exceed core call related metrics.
• Limited travel (10%), typically 1 week to travel with each external wholesaler in his/her respective territory to interact with advisors face-to-face.

Job Qualifications

• FINRA Series 7 and 63/65 or 66 required or successfully complete FINRA SIE, Series 7 and 63/65 or 66 exams within 90 days of hire/transfer.
• The maximum number of Series 7 exam attempts is 3.
• Bachelor's degree.
• 0-5 years of sales experience preferably within the financial services industry.
• Demonstrated relationship management skills, including the ability to work in a team environment.
• Must be able to perform heavy phone work daily.
• Strong time management, organizational, and problem-solving skills.
• Able to learn and adapt quickly while applying creativity.
• Able to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude.

Additional Information

• This position requires you to work on-site in Minneapolis, MN a minimum of three days a week (currently, Tuesday-Thursday).
• Pay Transparency: Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent.
• The applicable salary or hourly wage range for this full-time role is $50,057.00 - $67,723.00 per year, which factors in various geographic regions.
• Other Critical Factors: Ambitious instinct with strong work ethic. Teaching mindset. Customer focused. Strong team player.

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, and other employee benefits