Thrivent Financial Regional Business Development Consultant, Annuities in United States
The Regional Business Development Consultant (RBDC) is a remote position that is responsible for driving sales and market share growth of Thrivent’s Annuity products. This position will provide field sales coverage within assigned territory as well as assist in some national assignments to Financial Advisors. The RBDC will possess superior communication skills, excellent organizational skills, strong analytical skills as well as a passion for developing impactful advisor and client relationships.The RBDC is a highly skilled and sophisticated external product wholesaler. RBDCs proactively interact with Financial Advisors (FAs) in field meetings through external rotations, as well as telephone, email and virtual presentations as needed to position Thrivent products in client’s financial portfolios. They achieve this by mastering and utilizing extensive product knowledge, competitive positioning, sales process skills and case consultation skills. RBDCs are responsible for addressing advanced planning topics where Thrivent products are utilized. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory, and understanding the greatest opportunities for Thrivent products.RBDCs provide sales and sales support to Financial Advisors within all channels. 70-80% of their job is focused on consistent and proactive business development activities to create the strategic relationships needed to achieve optimal success.
Job Duties and Responsibilities
Develop new and build upon existing relationships within territory. The strategy includes developing a firm rotation, implementing business plans and a sales strategy around focus FA’s and teams identifying business opportunities. Manage external rotations to meet sales and activity goals.
Grow and retain business within an assigned territory via virtual and in-person engagements with FAs to do point of sale presentations, share sales ideas, provide product information, gather marketing data, provide case consultation, and offer sales support.
Demonstrate excellent knowledge and expertise of Thrivent annuity products, sales strategies and technical tools through the educational and sales process with FAs.
Continuous improvement on all business development activities (short & long term), including but not limited to, direct sales efforts, marketing, leads, conversions, transaction size, contract terms and repeat purchases.
Identify sales opportunities for Thrivent products utilizing solution and advice-based concepts.
Collaborate with marketing, products, field distribution and other executives to identify innovative product development opportunities.
Fulfills in a timely manner, required administrative and team responsibilities such as CRM data entry, call reporting, expense reports, etc.
Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing.
Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.
Required Job Qualifications
Bachelor’s degree in related field
7-10 years of Financial Industry experience
Proven experience (3-5 years) of wholesaling and/or field sales, with demonstrated increases in responsibility
Proven relationship building and management skills
Strong combination of sales and analytical skills coupled with an energetic and engaging style
Expert level understanding of product features and benefits and their application to individual client needs
Excellent ability to communicate complex product related sales concepts
Exceptional communication and presentation skills
License Requirements: Series 6, 63 and Life and Health licenses (or must attain within 90 days)
Strong work ethic and exceptional time management skills
Travel required (50%+)
Preferred Job Qualifications
Proven customer service skills and mindset
Advanced Financial Services designations a plus
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to email@example.com or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.