Investment Consultant (Internal Wholesaler)
Core
Drive sales of Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts to financial advisors via phone, virtual meetings, and field support.
Role type
Internal wholesaler investment consultant
Builds
Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
FINRA Series 7, 63/65, or 66; sales process skills; case consultation skills; product knowledge; relationship management; prospecting; cross-selling; asset allocation concepts; hypothetical illustration creation; competitive intelligence gathering; project leadership; technology utilization (SalesForce, Morningstar, Envestnet)
Preferred skills
0-5 years of sales experience in financial services
Technologies
SalesForce, Morningstar, Envestnet
Responsibilities
Build and maintain relationships with individual financial advisors by telephone, email, and virtual presentations; meet sales goals leveraging phone contacts, email, and conference calls; partner with external Regional Investment Consultants to develop sales opportunities; prospect for new business and cross-sell existing advisors; assist advisors with asset allocation concepts; produce hypothetical illustrations and update marketing materials; maintain competitive intelligence by attending meetings and engaging internal departments; lead projects for department initiatives; act as Fund/Firm/Marketing Liaison; exceed core call related metrics.
Seniority
Mid-level sales professional