Manager, Virtual Advice

Thrivent•Remote-Minnesota, MN

1d•$94,389 - $127,703•Remote

About The Position

This position is responsible for leading a team of 10-15 nationally licensed advisors who serve clients across all 50 states via phone, screen share, and video. The role involves managing performance and sales results to ensure business, team, and individual advisor goals are met, with a focus on driving team revenue of $1.5M+ annually. The Manager will collaborate with the broader sales leadership team to ensure a consistent client experience and adherence to core expectations. This role can be performed remotely within the US.

Requirements

College degree in business, management, related business field, or equivalent experience.
Prior experience as a financial advisor.
Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired. and must be obtained within 120 days of hire/transfer.
5+ years’ experience of leading a team of 8 or more direct reports is highly desired.
Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia
Previous experience in financial planning, investment products, and insurance products.
Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar)
Experience leading change in a fast-paced, high-growth environment.
Prior experience working in a team setting to achieve results.
Belief in organization’s core values and mission.
Driven and results oriented.
Client-centric.
Great communication skills.
Outgoing, positive, and energetic.
Empathetic.
Strong organization skills.

Nice To Haves

Advanced Designation (CFP® or ChFC, or CLU) is desired.
Salesforce experience
Money Guide Pro (or other planning tool) experience
Experience working in virtual sales

Responsibilities

Responsible for team revenue of $1.5M+
Accountable for the retention and engagement of a combined 800k clients.
Lead and deliver team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth.
Responsible for conducting interviews and making talent selections based on attrition and future growth requirements.
Provides onboarding and training that ensures strong speed to productivity and skill set development.
Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for succeed, all while building self-sufficiency.
Build and foster a culture centered around the organization’s culture, mission, vision and values.
Willingness and ability to lead from the front – i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team.
Partner with sales director to conduct quarterly business planning and manage performance expectations.
Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions.
Understand customer needs, the organization’s member philosophy, and service standards to effectively lead the team to provide a consistent and positive client experience.
Address working standards, process improvement, and employee performance as it relates to ease of doing business, channel conflict, client service, and regulatory requirements.
Understand sales process and fundamental elements of the sale to identify process improvement and appropriate training, technological, or other changes required to improve client satisfaction.
Communicate decisions, requests, and information to FRs and field leaders, which may require actively engaging multiple information systems and departments for background before formulating a response within hours or days.