Licensed Client Engagement Specialist

Role Description

• Field inbound and outbound calls from current and new prospects, addressing inquiries related to insurance coverage, general financial planning, and account servicing requests, maximizing each interaction to strengthen client relationships and refer clients with complex needs to Thrivent’s Virtual Advisors and other organization’s resources, like Money Canvas, Thrivent Credit Union, and Thrivent’s generosity programs.  

• Initiate outgoing calls and emails in response to marketing campaigns and to manage the client pipeline effectively.  

• Employ consultative sales skills to adapt to various client personality styles, ask insightful questions, uncover needs, evaluate the best solutions for each client, referring them to an expert Virtual Advisor, through a live connect or scheduled appointment.  

• When handling service requests, is responsible for resolving client inquiries which may involve direct resolution or collaboration with other internal departments to achieve positive outcomes.  

• Maintains ongoing subject matter expertise in Thrivent’s distribution channels, products, sales strategies, and business processes through continuous learning and collaboration.  

• Collaborates with team members to achieve daily objectives by effectively managing workflow, adapting to business needs, and working with other teams. 

• Models Thrivent’s leadership competencies by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.  

• Foster an environment where Thrivent employees and colleagues prioritize continuous improvement, exceptional engagement, and an unwavering commitment to our clients. Contribute to a culture that embodies our organization’s purpose, promise, and values, ensuring that trust and reputation remain strong among our clients.  

Requirements

• High school diploma or equivalent; post-secondary education preferred.  

• 3+ years of prior sales experience, preferably in the financial services industry, with a focus on consultative sales techniques.  

• Strong interpersonal and collaboration skills, with a positive attitude and the ability to build relationships in a fast-paced environment.  

• Passion for serving others and empowering client action.  

• Appreciation for teamwork and collaboration.  

• Ability to quickly learn complex program and product knowledge and proficiently navigate multiple software applications while engaging with clients via phone.  

• Excellent verbal and written communication skills, with the ability to ask probing questions and make informed decisions, including managing escalated cases.  

• Detail-oriented and adaptable in learning various procedures and computer applications.  

• Proven ability to build client relationships and uncover needs, facilitating appointments with Advisors.  

• Ability to demonstrate resilience amidst ambiguity, shifting priorities and rapid change; thrive in a fast-paced environment while maintaining composure in stressful situations.  

• Flexibility to work a full-time schedule between 9:30 a.m. and 6:00 p.m. CENTRAL, Monday through Friday.  

• FINRA Series 6/63 and Life and Health licenses required or to be obtained within 90 days of hire/transfer.  

• Formal training in consultative sales techniques.  

• Proficiency with Salesforce.  

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.