Manager, Virtual Advice
New
T
ThriventFinancial Services
This can be a remote position within the US.Full-TimeManager
Salary$94,389.00 - $127,703.00 per year
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Job Details
- Experience
- 5+ years’ experience of leading a team of 8 or more direct reports is highly desired.
- Required Skills
- Salesforce
Requirements
- College degree in business, management, or related field, or equivalent experience.
- Prior experience as a financial advisor.
- FINRA Series 7, 63/65 or 66, and Life/Health Insurance licenses (highly desired; must be obtained within 120 days of hire/transfer).
- 5+ years of experience leading a team of 8 or more direct reports (highly desired).
- Eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia.
- Experience in financial planning, investment products, and insurance products.
- Training and experience with consultative, needs-based sales models (e.g., Integrity Selling).
- Experience leading change in a fast-paced, high-growth environment.
- Experience working in a team setting to achieve results.
- Salesforce experience (preferred).
- Money Guide Pro or other planning tool experience (preferred).
- Advanced designation such as CFP, ChFC, or CLU (preferred).
Responsibilities
- Lead a team of 10-15 nationally licensed advisors serving clients through phone, screen share, and video.
- Manage team performance and sales results to achieve individual and business goals.
- Drive team revenue of $1.5M+ annually.
- Deliver team-based and individual coaching to cultivate consultative sales skills and professional growth.
- Conduct interviews and talent selection based on attrition and growth needs.
- Collaborate with internal centers of excellence to provide necessary training and resources.
- Partner with sales director for quarterly business planning and performance management.
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