Service Advisor - North Central Florida Group - Tallahassee, FL

Thrivent

5d•Remote

About The Position

This position provides support to the existing client base of North Central Florida Group by working with the Lead Advisor(s) or independently. Position may be responsible for formulating and implementing advice but may also rely on team members to develop recommendations. Serves as a resource to Lead Advisors and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice. The Service Advisor reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Requirements

Previous financial services experience desired
Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuities registration required
Demonstrated customer service orientation/experience, 2+ years preferred
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
Ability to maintain integrity of sensitive/confidential information.
Basic understanding of our products and services, and Thrivent Financial.

Nice To Haves

Competencies Planning/Organizing Analytical Thinker Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility

Responsibilities

Maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Work independently with minimal supervision servicing and maintaining strong relationships with existing clients
Maintains contact with clients to provide and/or obtain information, and answer product-related questions, and assist with transactions and service requests
Assists Lead Advisors in the preparation and follow up for client meetings
Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, in addition to others
May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Completes electronic and paper service forms and new business applications
May accept and/or enter trade orders from clients, including unsolicited trade orders
Seeks to identify potential sales opportunities with new and existing clients
Partner with Financial Advisors to help close the opportunity
May sit second chair in meetings to take notes
May handle all post meeting tasks
Other responsibilities as assigned by the Lead Advisor