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Investment Consultant (Internal Wholesaler)
Investment Consultant (Internal Wholesaler)Thrivent • Minneapolis, Minnesota, USA
Investment Consultant (Internal Wholesaler)

Investment Consultant (Internal Wholesaler)

Thrivent • Minneapolis, Minnesota, USA
15 days ago
Job type
  • Full-time
Job description

We exist to help people achieve financial clarity. At Thrivent we believe money is a tool not a goal. Driven by a higher purpose at our core we are committed to providing financial advice investments insurance banking and generosity programs to help people make the most of all theyve been given.

At our heart we are a membership-owned fraternal organization as well as a holistic financial services organization dedicated to serving the unique needs of our clients. We focus on their goals and priorities guiding them toward financial choices that will help them live the life they want todayand tomorrow.

Job Summary

The Investment Consultants (Internal Wholesaler) primary responsibility is to drive Thrivent Mutual Funds ETFs and Managed Accounts sales through an increased phone & virtual meeting presence in the assigned regions and to complement the activities of the territorys Regional Investment Consultant (external wholesaler).

The Investment Consultant will provide sales and sales support to both Thrivent Financial Representatives and representatives at outside firms Thrivent has selling agreements with.

  • Total compensation consists of an annual salary quarterly performance-based bonuses annual incentive plan bonus and monthly variable compensation for a target comp range of $125k with unlimited upside based on territory sales.

Job Responsibilities and Duties

  • Build and maintain relationships with individual financial and investment advisors by telephone email and through online presentations.
  • Meets sales goals as defined by Management leveraging phone contacts email and conference calls.
  • Utilize extensive Thrivent Mutual Funds ETFs and Managed Accounts product knowledge competitive positioning sales process skills and case consultation skills to drive sales.
  • Partner with External Regional Investment Consultant in the field to help develop sales opportunities in his / her regions.
  • Provide outstanding inbound outbound sales and service support by contacting financial and investment advisors with updates pertaining to the investments they sell.
  • Prospect for new business cross sell existing advisors on different Thrivent Mutual Funds ETFs and Managed Account products and assist advisors with asset allocation concepts.
  • Help investment advisors increase their business by producing hypothetical illustrations updating them on current marketing materials and informing them of upcoming conference calls or conferences.
  • Maintain competitive intelligence by attending meetings engaging other internal departments to understand Thrivent Funds internal strategies.
  • Provide leads and sales ideas to other sales desk internals to help Thrivent Funds increase sales in products.
  • Lead projects for department initiatives to fully implement new processes strategies and more.
  • Act as Fund / Firm / Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management.
  • Ability to fully utilize technology (e.g. SalesForce Morningstar Envestnet and illustrations).
  • Expected to exceed core call related metrics.
  • Limited travel (10%) typically 1 week to travel with each external wholesaler in his / her respective territory to interact with advisors face-to-face.

    • Job Qualifications

  • FINRA Series 7 and 63 / 65 or 66 required or successfully complete FINRA SIE Series 7 and 63 / 65 or 66 exams within 90 days of hire / transfer. The maximum number of Series 7 exam attempts is 3.
  • Bachelors degree.
  • 0-5 years of sales experience preferably within the financial services industry.
  • Demonstrated relationship management skills including the ability to work in a team environment.
  • Must be able to perform heavy phone work daily.
  • Strong time management organizational and problem-solving skills.
  • Ability to learn and adapt quickly while applying creativity.
  • Ability to work in a changing fast paced high call volume environment with enthusiasm and a positive attitude.

    • Other Critical Factors

  • Ambitious instinct with strong work ethic.
  • Teaching mindset.
  • Customer focused.
  • Strong team player.

    • Additional Information

  • This position requires you to work on-site in Minneapolis MN a minimum of three days a week (currently Tuesday-Thursday).

    • Pay Transparency

    Thrivents 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 $49075.00 - $66395.00 per year 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. Thrivents plans / policies are subject to change at any time at Thrivents 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 or call and request Human Resources.

    Required Experience :

    Contract

    Key Skills

    Sales Experience,Trusts,Financial Services,Investment Experience,Military Experience,Banking,Securities Law,Relationship Management,Customer relationship management,RMF,Financial Planning,Wills

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Yearly Salary Salary : 49075 - 66395

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    Investment Consultant • Minneapolis, Minnesota, USA