Thrivent Financial Regional Development Leader in Fargo/Moorhead and Surrounding Areas, North Dakota
The Successful Regional Development Leader: • Ensures FRs are 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 FRs and Support the Launch of New FR Practices
Model and coach on all elements of the Thrivent Financial Advice Process
Conduct high levels of joint field work (approx 3 days per week) as scheduled by new FRs 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 FRs as they develop their sales goals and help them analyze what’s working and not working in the achievement of those goals.
Help FRs as needed to develop/execute marketing plans that leverage relationships within their natural market, referrals and communities.
Advise FRs as to what activities will enable them to achieve their sales goals.
Collaborate with Others
Inform and communicate with leadership team regarding FR (new and vet) progress toward sales goals and success.
Facilitate connections with vet FRs to provide additional joint field work experiences or practice review for new FRs.
Leverage corporate resources to stay informed of best practices or changes that directly impact new FR 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 FR, both in sales process/methods and systems/technology
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 FRs.
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 FR success.
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 RFO area.
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.
Thrivent Financial is a membership organization of Christians. Other Fortune-500 financial companies offer advice, but at Thrivent, we blend faith, finances and generosity to help our members have a healthy relationship with money—because we know that feeling like you have “enough” isn’t directly related to how much you have, it’s about how you use what you have. At Thrivent, we provide financial guidance by looking at money differently—seeing it as a tool; not a goal.
When you join our team, you’ll put your talents to work in amazing ways. You’ll create strategies that help others follow sound financial principles and connect their finances with their values.
You won’t just build your career; you’ll be part of a movement that’s focused on growing, innovating and serving.
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