Virtual Financial Advisor
New
United StatesFull-TimeEntry
Salary49,982 - 54,995 USD per year
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Salesforce
Requirements
- Bachelor’s degree or equivalent experience.
- FINRA Series 7, 63/65 or 66 license (required or obtained within 90 days).
- State insurance licensed in life, health, and variable lines (required or obtained within 90 days).
- Eligibility to be securities registered and insurance licensed in all 50 states.
- Satisfactory criminal and financial background check.
- Self-disciplined, independent, and goal-oriented mindset.
- Strong interpersonal and consultative skills.
Responsibilities
- Re-engage existing Thrivent clients through proactive outreach via phone and video.
- Deliver financial guidance and actionable advice to clients.
- Leverage the Thrivent Planning Platform and Salesforce to manage client data.
- Engage and serve a personal natural market of contacts.
- Collaborate with team members for development and teambuilding.
- Build a foundation for either joining a local team or creating an independent practice.
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