Thrivent

Financial services for individuals and communities

Market Developer

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeChicago, IL, USA

About the Job

Requirements

A demonstrated track record of solid sales results in life, health, annuities, investments, or similar areas, aligned with providing clients holistic, purpose-based advice.
Experience leading groups, particularly presenting and facilitating concepts and practices that contribute to new financial advisor success.
Experience using the Thrivent Financial Advice Process, Salesforce, and other Thrivent tools and systems, with the ability and willingness to model, promote, and demonstrate their use.
Ability to use technology effectively to coach and train new financial advisors.
Willingness and ability to meet joint fieldwork expectations.
FINRA Series 7 and Series 63/65 or Series 66 licenses are required or must be obtained within 90 days.
State insurance licenses and appointments in life, health, and variable lines of authority are required or must be attained within 90 days.
State securities registration and insurance licensing and appointment in all states comprising the market or aligned to assigned financial advisors.
Satisfactory background check and clean compliance record.
Flexibility to travel within the region, potentially overnight, up to 50%, and conduct business during evening hours.
Must have a vehicle available for business use.
Demonstrated track record of satisfactory performance.

Responsibilities

Conduct scheduled joint fieldwork with new financial advisors to observe and provide feedback, and support case preparation, consultation, and delivery.
Demonstrate, model, and coach the use of Salesforce, MoneyGuidePro, the Thrivent Planning Platform, and other Thrivent advice tools during the sales process.
Serve as the primary contact for financial advisors as they develop sales goals, and help analyze gaps and growth opportunities.
Help financial advisors develop and execute marketing plans leveraging natural-market relationships, referrals, and communities.
Advise financial advisors on activities that will help them achieve sales goals.
Extend the field training team's work by supporting development and execution of advisor training deliverables.
Support existing practices in onboarding client-facing sales roles onto their teams.
Create an onboarding approach tailored to the development path within each team.
Communicate with existing teams and leadership about strengths and development gaps.
Connect support and core training needs with existing teams to deliver purpose-based advice.
Work with market and area leadership to support talent referrals.
Influence market and area plans to drive total sales growth.
Inform leadership about financial advisor progress toward development and sales goals.
Connect financial advisors with experienced peers for additional joint fieldwork and support.
Work with matrix partners to stay informed about best practices and changes affecting new financial advisor launches.
Work with the Community Engagement team to execute financial advisor growth plans.
Develop quality talent by understanding advisors' development needs, staying current on processes and systems, and working with matrix partners.
Conduct selection interviews and assess candidates as needed in support of the market director.
Build followership by demonstrating enthusiasm for the career and Thrivent and by supporting others' success.

Desired Qualifications

A four-year college degree is strongly preferred.
A professional designation or significant progress toward achieving one is preferred.

The Market Developer is responsible for providing sales mentorship, practice guidance, and joint field work to increase productivity and total sales for advisors and other sales roles in the area. They serve as the primary support person for new advisors within their first year and offer supplementary support throughout their first four years. The Market Developer ensures that clients receive purpose-based advice by providing training, case consultation, and mentorship, working side-by-side with new advisors and other sales associates. This role will foster a culture of excellence, compliance, and client-centric service, ensuring that advisors are equipped with the knowledge, skills, and resources needed to succeed. It is critical in retaining financial advisors and sales roles by helping them get off to a productive start in their new careers.

DUTIES & RESPONSIBILITIES: 

Launch New Financial Advisors into Teams:

Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation, consultation, and delivery.

Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.

Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps and opportunities to grow.

Help financial advisors to develop/execute marketing plans that leverage relationships within their natural market, referrals, and communities.

Advise financial advisors as to what activities will enable them to achieve their sales goals.

Serve as an extension of the field training team to enable the development and execution of advisor training deliverables.

Foster Growth within Existing Teams:

Support existing practices to launchclient facing sales roles directly on to their team.

Create an onboarding approach to fit the development path within the team.

Communicate consistently with the existing team and leadership on strengths and development gaps.

Work closely with the team to connect support and core training needs to deliver purpose-based advice.

Collaborate with Others:

Work with market and area leadership to support referrals for talent.

Directly influence market and area plans to drive total sales growth.

Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals.

Facilitate connections with experienced financial advisors to provide additional joint field work and support.

Leverage matrix partners to stay informed of best practices or changes that directly impact newfinancial advisor launch.

Market Leadership:

Work with the Community Engagement team to execute financial advisor growth plans.

Execute a plan to develop quality talent by spending focused time understanding the development needs of the advisors, staying up to date on processes and systems and working closely with matrix partners for support.

Conduct selection interviews and assess candidates as needed in support of the market director.

Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.

QUALIFICATIONS & SKILLS: 

 Required:

Four-year college degree strongly preferred.

Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providingclients wholistic, purpose-based advice.

Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.

Professional designation or history of significant progress toward achievement preferred.

Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote and demonstrate usage of tools as needed.

Ability to utilize technology effectively to coach and train new financial advisors.

Will and skill to commit to joint field work expectations.

Licensing:

FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.

State securities registered and insurance licensed and appointed in all states that comprise the market or are aligned to specific financial advisors that are assigned.

Satisfactory background check and clean compliance record.

Flexibility to travel within the region (may include overnight), up to 50%, and conduct business during evening hours.

Must have own vehicle to use for business purposes.

Demonstrated track record of satisfactory performance.

Pay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $104,000 - $130,000, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

About the Company

Thrivent

Financial services for individuals and communities

Thrivent combines financial advice, insurance, investments and banking with generosity programs to help individuals and communities thrive. It treats money as a tool rather than a goal, guiding over 2 million clients to plan and protect their finances while also supporting charitable giving. The company’s model centers on helping people build financial futures and live more generous lives through a broad suite of financial services and community-focused initiatives. Differentiators include its emphasis on generosity and community impact, long-standing 100-year legacy, and integrated approach across planning, protection, growth and philanthropy. The goal is to empower people to manage their finances responsibly and contribute to the well-being of their communities.

Company size: 5,001-10,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Minneapolis, MN
Founded: 1902

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