Field Practice Solutions Specialist @ Thrivent

Finance & Banking (2)
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The Field Practice Solutions Specialist brings a foundational understanding of all financial products and expertly navigates various systems and tools to complete applications, generate illustrations, and facilitate money movement on behalf of Financial Advisors (FAs). This role involves gathering missing personal and financial information from clients, guiding them through service and money movement processes, and ensuring a positive client experience – all while increasing advisor capacity.

This role requires taking ownership of issues, collaborating with departments to resolve errors, and clearly communicating product-specific information to FAs, support staff, and other stakeholders.

DUTIES & RESPONSIBILITIES: 

Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO).

Research & resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes, correcting errors, and gathering additional information as needed.Collaborate with external companies to ensure forms are in good order (IGO)

Efficiently navigate over 40 systems to accurately process applications and service forms, minimizing the need for additional outreach to representatives and clients

Facilitate money movement for internal and external products on behalf of the FA/Client, ensuring accuracy and compliance

Proactively contact clients to gather information, provide reminders to the client to complete various applications/forms, assist in conversations with external companies and clients to verify form accuracy, gather additional details, and complete required paperwork

Understand and apply back-end and front-end processes across all product lines to ensure seamless handling of transactions

Review external company statements to input accurate data for financial planning

This role engages with a diverse audience across the organization. Key interactions include Financial Advisors and Office Professionals in the field, as well as internal teams. While most interactions are with individual contributors and managers, the role requires the ability to collaborate across varying levels of the organization.

The Field Practice Solutions Specialist is expected to address undefined problems with limited information, applying evaluation, judgment, and analytical skills. They contribute to identifying recurring issues, streamlining inefficient processes, and implementing solutions to reduce costs while enhancing field and client satisfaction. Effective communication is critical, requiring the ability to resolve conflicts and inspire action.

QUALIFICATIONS & SKILLS:  

 Required:

2+ years of diverse experience in the financial industry with in-depth experience with one or more financial products (Mutual Funds, Brokerage, Investments, Annuity, Life, Health) and supporting systems

Excellent interpersonal skills, with strong written and verbal communication and high attention to detail. Able to clearly communicate with diverse audiences across the enterprise

Demonstrates adaptability in a dynamic, fast-changing environment

Maintains integrity of sensitive and confidential information

Ability to establishrapport andbuild relationships with external and internal customers and coworkers

Ability to anticipate customer needs with insights from industry best practices

Strong proficiency in navigating multiple systems

Preferred:

Flexibility to work a schedule based on business needs. Schedules do not typically fluctuate; however, there are times where it may change

Proven ability to independently problem-solve and research client and field-related issues with minimal direction

Licensing Grid:

FINRA SIE, Series 6 required or obtained within 12 months of hire/transfer.

3 positions available for this posting

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. The applicable salary or hourly wage range for this full-time role is $21.40 - $28.95 per hour, which 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.

Field Practice Solutions Specialist

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Thrivent

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