The Client Engagement Specialist’s primary responsibility is to manage inbound and outbound calls with both current and prospective clients, supporting Thrivent’s distribution strategy. The main objectives are to provide exceptional service, identify client needs, and refer clients to Thrivent’s Virtual Advisors. As the Virtual Advice team expands as a key part of the distribution ecosystem this position will play a pivotal role ensuring that all clients achieve financial clarity.
DUTIES & RESPONSIBILITIES:
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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.
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Initiate outgoing calls and emails in response to marketing campaigns and to manage the client pipeline effectively.
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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.
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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.
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Maintains ongoing subject matter expertise in Thrivent’s distribution channels, products, sales strategies, and business processes through continuous learning and collaboration.
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Collaborates with team members to achieve daily objectives by effectively managing workflow, adapting to business needs, and working with other teams.
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Models Thrivent’s leadership competencies by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
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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.
QUALIFICATIONS & SKILLS:
Required:
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High school diploma or equivalent; post-secondary education preferred.
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3+ years of prior sales experience, preferably in the financial services industry, with a focus on consultative sales techniques.
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Strong interpersonal and collaboration skills, with a positive attitude and the ability to build relationships in a fast-paced environment.
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Passion for serving others and empowering client action.
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Appreciation for teamwork and collaboration.
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Ability to quickly learn complex program and product knowledge and proficiently navigate multiple software applications while engaging with clients via phone.
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Excellent verbal and written communication skills, with the ability to ask probing questions and make informed decisions, including managing escalated cases.
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Detail-oriented and adaptable in learning various procedures and computer applications.
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Proven ability to build client relationships and uncover needs, facilitating appointments with Advisors.
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Ability to demonstrate resilience amidst ambiguity, shifting priorities and rapid change; thrive in a fast-paced environment while maintaining composure in stressful situations.
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Flexibility to work a full-time schedule between 9:30 a.m. and 6:00 p.m. CENTRAL, Monday through Friday.
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FINRA Series 6/63 and Life and Health licenses required or to be obtained within 90 days of hire/transfer.
Preferred:
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Formal training in consultative sales techniques.
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Proficiency with Salesforce.
Pay Transparency
Thrivent’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 $19.41 - $26.26 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 other status 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.
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