Virtual Financial Advisor - Chicago
Core
Re-engage existing clients and serve a natural market to provide purpose-based financial guidance on investments, insurance, and banking.
Role type
Virtual Financial Advisor (Sales & Client Service)
Builds
Client financial plans and relationships for Thrivent's client base
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
relationship building, consultative selling, client engagement, financial planning, product knowledge, self-discipline
Preferred skills
coaching, guiding, results orientation, collaboration
Technologies
Microsoft Teams, Zoom, Thrivent Planning Platform, Salesforce, MoneyGuidePro, Morningstar
Responsibilities
Schedule and hold virtual appointments with clients, provide tailored financial recommendations, connect clients to Thrivent products, engage natural market, build trust and rapport
Seniority
Entry to Mid-level, sales-focused