Remote Financial Associate: Client Advisory & Investments

Thrivent; California City (CA); Remoto; USD 55.000 - 85.000; Tempo pieno

Descrizione del lavoro

Thrivent in California seeks a licensed associate who can manage confidential member communications and support financial advisors with securities and insurance products.

The role requires licensing or willingness to obtain series 7/66 and insurance licenses, strong customer service, and the ability to multitask in a fast-paced environment while protecting sensitive information. You will participate in collaborative planning, client meetings, and marketing activities to drive growth.

Competenze

• Associates degree or higher; securities and/or insurance licensing required or pending.
• Must be registered/licensed in all states where support work is performed.
• Demonstrated customer service orientation/experience; 2+ years preferred.
• Ability to handle multiple tasks with high accuracy amid interruptions.
• Commitment to maintaining confidentiality of sensitive information.
• Knowledge of Thrivent products and services helpful.

Mansioni

• Handle sensitive communications with members/customers.
• Counsel and advise members on suitable financial products.
• Open and complete product applications.
• Enter and process securities trade orders.
• Explain insurance coverage and provide recommendations.
• Assist financial representatives in client meetings.
• Collaborate with financial representatives to assist client with product changes.
• Drive marketing services including direct-mail, fraternal activities, seminars, meetings.

Conoscenze

Customer service

Multi-tasking

Integrity

Communication

Teamwork

Formazione

Associate degree

Descrizione del lavoro

Thrivent in California seeks a licensed associate who can manage confidential member communications and support financial advisors with securities and insurance products.

The role requires licensing or willingness to obtain series 7/66 and insurance licenses, strong customer service, and the ability to multitask in a fast-paced environment while protecting sensitive information. You will participate in collaborative planning, client meetings, and marketing activities to drive growth.