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Field Practice Support Specialist, Licensed (Remote) at Thrivent - ApplyBlast

Field Practice Support Specialist, Licensed (Remote)

Thrivent

4 months ago

3.7 on Glassdoor

Remote

Full Time

Executive

0 applicants

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About this role

The Field Practice Solutions Specialist supports Financial Advisors by managing complex applications across multiple product lines including Life Insurance, Health, Annuities, and Mutual Funds. This role involves navigating over 40 systems to process forms, facilitate money movement, and resolve discrepancies while ensuring compliance and enhancing client experiences. The specialist collaborates with external companies and internal teams to streamline processes and increase advisor efficiency.

Responsibilities

Complete and resolve applications across diverse financial product lines
Facilitate money movement for internal and external clients accurately
Gather client information to support financial advisor operations
Navigate over 40 systems to process forms and service requests
Collaborate with stakeholders to resolve discrepancies and improve efficiency

Skills

Qualifications

Series 6 LicenseFINRA SIE

About Thrivent

thrivent.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

5001-10000 employees

Founded

1902

View Profile

Thrivent is a purpose-driven financial services company offering a broad range of products and services including financial planning, banking, investments, annuities, mutual funds, ETFs, and insurance. Their financial advisors help clients build personalized financial plans aligned with their values, goals, and communities. Thrivent also runs generosity programs that empower clients to give back and make a difference with their money.