(Work from home) - Financial Consultant - Thrivent Financial : Job Details

Position Roles/Responsibilities/AccountabilitiesResearches inquiries regarding client accountsProvides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory servicesPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial AdvisorsUpdates the contact management system with client/member contact and preference informationFinancial Advisors prepare and follow up for the client/member meetingsCollaborates with financial associates to assist client with product changesParticipates and drives marketing services including direct-mail, fraternal activities, seminars, meetingsVerbal or written communications with prospective or existing customers regarding financial mattersConducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc)Obtaining customer financial informationAccepting and/or entering securities trade orders from customers, including unsolicited trade ordersExplain, discuss, or interpret insurance coverage; analyze exposures or contractsIndicate to customer that requested coverage is or will be bound or issuedIssue certificates of insurance, endorsements, binders, commitments, or insurance contractsSupport questions and transactions with variable insurance and annuities products, if appropriately licensedAdditional responsibilities may be assigned in accordance with licensure and business needsPaid Licensing program and Paid Training programPosition QualificationsPrevious administrative/secretarial experience desiredSecurities registered (series 7 & 66 or 6 & 63) a plus.Insurance licensed/appointed a plus.Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted.If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.Demonstrated customer service orientation/experience, 2+ years preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of Thrivent Financial, our products, services as well as mission.CompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityNatural NetworkerExternal/Internal DependenciesMust be able to work with all rolesMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations