Investment Consultant; Internal Wholesaler
Listed on 2026-07-03
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Sales
Financial Sales, Outside Sales, Business Development
Job Summary
The Investment Consultant’s (Internal Wholesaler) primary responsibility is to drive Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts sales through an increased phone & virtual meeting presence in the assigned regions and to complement the activities of the territory’s Regional Investment Consultant (external wholesaler). The Investment Consultant will provide sales and sales support to both Thrivent Financial Representatives and representatives at outside firms Thrivent has selling agreements with.
Total compensation consists of an annual salary, annual incentive performance (AIP) bonus, and monthly variable compensation for a target comp range of $120K - $155K with unlimited upside based on territory sales.
Job Responsibilities and Duties- Build and maintain relationships with individual financial advisors by telephone, email and through virtual presentations.
- Meet sales goals as defined by Management, leveraging phone contacts, email, and conference calls.
- Utilize extensive Thrivent Mutual Funds, ETFs, SMAs and Managed Accounts product knowledge, competitive positioning, sales process skills and case consultation skills to drive sales.
- Partner with external Regional Investment Consultant in the field to help develop sales opportunities in his/her regions.
- Provide outstanding inbound, outbound sales and service support by contacting financial advisors with updates pertaining to the investments they sell.
- Prospect for new business, cross‑sell existing advisors on different Thrivent Mutual Funds, ETFs, SMAs, and Managed Account products and assist advisors with asset allocation concepts.
- Help investment advisors increase their business by producing hypothetical illustrations, updating them on current marketing materials, and informing them of upcoming conference calls or conferences.
- Maintain competitive intelligence by attending meetings, engaging other internal departments to understand Thrivent Funds internal strategies.
- Provide leads and sales ideas to other sales desk internals to help Thrivent Funds increase sales in products.
- Lead projects for department initiatives to fully implement new processes, strategies, and more.
- Act as Fund/Firm/Marketing Liaison, relay a positive attitude about department initiatives and stand behind decisions of management.
- Fully utilize technology (e.g., Sales Force, Morningstar, Envestnet, and illustrations).
- Expected to exceed core call‑related metrics.
- Limited travel (10%), typically one week to travel with each external wholesaler in his/her respective territory to interact with advisors face‑to‑face.
- FINRA Series 7 and 63/65 or 66 required, or successfully complete FINRA SIE, Series 7 and 63/65 or 66 exams within 90 days of hire/transfer. The maximum number of Series 7 exam attempts is 3.
- Bachelor’s degree.
- 0–5 years of sales experience, preferably within the financial services industry.
- Demonstrated relationship‑management skills, including the ability to work in a team environment.
- Must be able to perform heavy phone work daily.
- Strong time‑management, organizational, and problem‑solving skills.
- Ability to learn and adapt quickly while applying creativity.
- Ability to work in a changing, fast‑paced, high‑call‑volume environment, with enthusiasm and a positive attitude.
- Ambitious instinct with strong work ethic.
- Teaching mindset.
- Customer focused.
- Strong team player.
- This position requires you to work on‑site in Minneapolis, MN a minimum of three days a week (currently Tuesday‑Thursday).
Annual salary range: $120,000 – $155,000, with unlimited upside based on territory sales. Additional benefits may include targeted bonuses, monthly variable compensation, medical, dental, and vision insurance, health savings account, flexible spending account, 401(k), pension, life and accidental death and dismemberment insurance, disability insurance, supplemental protection insurance, 20 days of paid time off each year, sick and safe time, 10 paid company holidays, volunteer time off, paid parental leave, EAP, well‑being benefits, and other employee benefits subject to applicable…
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