Lead, Virtual Advice Growth & Coaching

Thrivent; Atlanta (GA); Hybrid; USD 94,000 - 128,000; Full time

Benefits offered by this job

Bonuses

Medical, dental, vision insurance

401k

Pension

Paid Time Off

Volunteer Time Off

Holidays

Job summary

Thrivent seeks Growth & Development Managers, Virtual Advice - Hybrid to lead a local team of licensed advisors serving clients nationwide. This on-site/remote hybrid role focuses on coaching, culture, and driving sales productivity across the market.

You will develop talent, oversee onboarding, and align with organizational goals while ensuring high client satisfaction through effective advice strategies and leadership development.

Qualifications

• Bachelor’s degree in business, management, or related field or equivalent experience.
• Prior financial advisor experience and leading a team of eight or more.
• Eligible for Securities and Insurance licensing in all states and D.C.; FINRA licenses preferred.
• Experience in financial planning, investments, and insurance with consultative sales.
• Ability to lead change in a fast-paced environment and collaborate to achieve results.
• Strong client-centric, mission-driven mindset with excellent communication.
• Experience in virtual or hybrid work environments.
• Preferred: CFP/ChFC/CLU, Salesforce, and Money Guide Pro familiarity.

Responsibilities

• Support building the local culture within the market in collaboration with local leadership, integrating virtual advice advisor into their local market.
• Conduct daily and weekly coaching sessions, both on-site and virtually, to enhance consultative sales skill and support advisors in delivering effective, advice-based recommendations.
• Demonstrate knowledge and skills through case work and occasionally joining client calls to support your team, exemplifying leadership from the front.
• Drive alignment with organizational objectives by conducting business planning and managing performance expectations.
• Contribute to key decision-making processes and operate in line with budgetary decisions. Interview and select talent to align with team staffing expectations.
• Deliver onboarding and training that accelerates productivity and skill development.
• Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching.
• Ensure effective implementation of the organization’s advice strategy, client service models and a consistent approach to practice management.
• Facilitate career pathing and long-term development conversations to drive engagement and retention. Collaborate with organizational leaders to exchange best practices, strengthen leadership effectiveness, boost hiring referrals, enhance employee engagement, and drive overall sales growth.
• Partner with key stakeholders, including but not limited to virtual advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales targets and career objectives.
• Select, develop, and retain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
• Models organization’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.
• Supports and/or develops an environment in which employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.

Skills

Leadership experience

Bachelor's degree

Licensing eligibility

Financial planning

Consultative sales

Change leadership

Client-centric mindset

Communication skills

Virtual/hybrid experience

CFP/ChFC/CLU

Salesforce

Money Guide Pro

Education

Bachelor’s degree in business, management, or related field

Tools

Money Guide Pro

Salesforce

Job description

Thrivent seeks Growth & Development Managers, Virtual Advice - Hybrid to lead a local team of licensed advisors serving clients nationwide. This on-site/remote hybrid role focuses on coaching, culture, and driving sales productivity across the market.

You will develop talent, oversee onboarding, and align with organizational goals while ensuring high client satisfaction through effective advice strategies and leadership development.