Regional Development Leader
Employment Type: Full-Time
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The Successful Regional Development Leader: Ensures Financial Professionals (FP's) have the tools, resources, and knowledge needed in order to be successful in their new role Is passionate about coaching others to be successful
Develop New Financial Professionals (FP's) and Support the Launch of New FP Practices Model and coach on all elements of the Thrivent Financial Advice Process Conduct high levels of joint field work (3 days per week) as scheduled by new FPs to observe and offer feedback. Offer help with case prep as needed. Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.) during the sales process. Be available to FPs as they develop their sales goals and help them analyze what’s working and not working in the achievement of those goals. Help FPs as needed to develop/execute marketing plans that leverage relationships within their natural market, referrals and communities. Advise FPs as to what activities will enable them to achieve their sales goals.
Collaborate with Others Inform and communicate with leadership team regarding FP (new and vet) progress toward sales goals and success. Facilitate connections with vet FPs to provide additional joint field work experiences or practice review for new FPs. Leverage corporate resources to stay informed of best practices or changes that directly impact new FP launch
Characteristics of Ideal Candidate Results Oriented: coaches others to success and drives toward goals People Oriented: comfortable working with others, whether it’s in large groups, small groups or one-on-one Adaptable: flexible, agile and amenable Credible: Seen as an expert in what it takes to be a successful FP, both in sales process/methods and systems/technology
Minimum Requirements: Four year college degree strongly preferred. Professional designation or history of significant progress toward achievement preferred. Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc). Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed. Ability to utilize technology effectively to coach and train new FPs. Will and skill to commit to joint field work expectations. Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success. 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 regional area.Once FRs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FRs are conducting business and receiving commissions. Satisfactory background check and clean compliance record. Flexibility to travel within the region (may include overnight) and conduct business during evening hours and must have own transportation.
You don’t need to be Christian to join our team. You do need the passion to guide our members to be wise with money, equipping them to live more content, confident and generous lives. Thrivent provides an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any status or condition protected by applicable local, state or federal laws. This policy applies to all employees and job applicants.
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