Virtual Financial Advisor - Denver
Thrivent(1 month ago)
About this role
The Virtual Advisor provides financial guidance and support to existing Thrivent clients using the company’s advice framework. The role focuses on re-engaging clients, delivering tailored recommendations, and helping clients take action to improve their financial well-being via phone, shared screens, and video. Advisors in designated growth markets primarily work remotely while collaborating onsite with leaders and peers on a weekly basis.
Required Skills
- Sales
- Advice
- Financial Analysis
- Communication
- Interpersonal Skills
- Salesforce
- Compliance
- Appointment Setting
- Outbound Calling
- Client Engagement
Qualifications
- College Degree or Equivalent
- Series 6
- Series 63
- Series 7 (to be completed)
- Series 66 (to be completed)
- Life and Health Insurance Exam (to be completed)
- Eligible For 50-State Securities and Insurance Licensure
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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