Virtual Financial Advisor - Denver

The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent clients, deliver tailored recommendations, and helping clients take action to enhance their financial well-being.
This role proactively connects with Thrivent clients by making outbound calls to schedule and hold appointments with clients via phone, shared screens, and video. Additionally, a portion of client interactions and meetings will come from referrals.
Through pre-planned, well-structured appointments, the Virtual Advisor will delve into clients’ personal situations, previous Thrivent experiences, financial goals, and current financial standing – all with the goal of empowering clients to take action to improve their financial well-being.
Virtual Advisors hired in locations that are deemed as “Growth Markets,” will have the opportunity to primarily work remotely; however, it will be expected to collaborate with both leaders and/or peers weekly at an onsite location.
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* DUTIES & RESPONSIBILITIES:

*** This is not intended to be an all-inclusive list of essential job functions, but rather a general overview of the principal responsibilities.
** Leverage your sales ability to build enduring relationships with clients by making personal connections and building trust.
* Skillfully engage in advice-led conversations, understanding client needs, and delivering tailored financial recommendations.
* Analyze clients' financial goals, risk tolerance, and investment horizon, utilizing independent thought to address complex situations.
* Provide clients with suitable insurance and investment product recommendations aligned with their objectives, guiding them to take action.
* Handle inbound telephone and email inquiries, addressing client needs and issues ranging from simple to complex cases. Identify sales opportunities and seamlessly transition conversations from service-oriented to sales-oriented.
* Resolve client inquiries and concerns by providing comprehensive information and explanations in a timely manner.
* Accurately document all client interactions into Salesforce.
* Comply with federal and state regulations, ensuring the protection of client and company interests through confidentiality. Act as a steward of client assets, striving for exceptional service to achieve client satisfaction and engagement.
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* QUALIFICATIONS & SKILLS:

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* Required:

** College degree or the equivalent work experience.
* Knowledge and broad perspective of financial products and the financial services industry. (i.e. Life, Health, Annuities, and other investment products etc.)
* Ability to provide in-depth financial analysis and planning.
* Ability to effectively communicate and influence members to take action on recommended solutions that will satisfy their financial needs.
* Excellent interpersonal skills in order to quickly build rapport, effectively communicate and influence members to take action.
* Must already possess your Series 6 and 63 licenses to be considered for this role.
* Successfully complete FINRA Series 7 and 66 and Life and Health Insurance exams within 90 days of hire/transfer.
* Must be eligible to be securities and insurance licensed in all 50 states and the District of Columbia.
* Virtual Advisors hired in designated 'Growth Markets' will primarily work remotely but are expected to collaborate with leaders and peers in person at an onsite location on a weekly basis.

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 hourly wage range for this role is $24.03-$26.44 per hour, with additionally monthly sales bonuses based on sales results and your client impact.

The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market…