Remote Financial Associate: Advisor Support & Growth

Thrivent Financial; Sacramento (CA); Vor Ort; USD 55.000 - 90.000; Vollzeit

Zusammenfassung

Thrivent Financial seeks an Associate to provide licensed financial and non-financial support to the sponsoring financial advisor. You will assist with securities and investment products, life, health, and annuity services, and collaborate to meet member needs.

Responsibilities include preparing plans, tracking fund selections, handling member communications, and supporting marketing activities. Licensing and compliance requirements apply, with state registrations and ongoing training as needed.

Qualifikationen

• Demonstrated customer service orientation and experience preferred.
• Ability to handle multiple tasks and manage interruptions with high quality work.
• Strong communication and interpersonal skills for member/customer interactions.
• Collaborative ability to work with financial representatives and external partners.

Aufgaben

• Assist financial representatives with product and service recommendations based on member needs.
• Prepare and follow up for member meetings, including documents and applications.
• Explain insurance coverage and investment products; assist with licensing and registrations as required.
• Support marketing services and seminars, including prospecting and community engagement.

Kenntnisse

Customer service

Multitasking

Communication

Interpersonal skills

Planning & organizing

Analytical thinking

Teamwork

Jobbeschreibung

Thrivent Financial seeks an Associate to provide licensed financial and non-financial support to the sponsoring financial advisor. You will assist with securities and investment products, life, health, and annuity services, and collaborate to meet member needs.

Responsibilities include preparing plans, tracking fund selections, handling member communications, and supporting marketing activities. Licensing and compliance requirements apply, with state registrations and ongoing training as needed.