External Wholesaler, Mutual Funds

      

*Must reside in Ohio or Michigan area
The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds and Thrivent Managed Portfolios. Position will provide field sales coverage within assigned territory as well as assist in some national assignments to Financial and lnvestment Representatives.
The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial Representatives through both in field meetings through external rotations, as well as telephone, email and virtual presentations as needed to position Thrivent Mutual Funds and Thrivent Managed Portfolio’s in client investment and retirement strategies. They achieve this by mastering and utilizing extensive product knowledge, competitive positioning, sales process skills and case consultation skills. RICs are responsible for addressing advanced planning topics where Thrivent Mutual Funds and Managed Portfolio’s product are utilized. RICs work with Financial Representatives from their assigned territory and back-up for national sales support when needed. 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 Funds.
RICs provide sales and sales support to Financial and Investment Representatives within all channels Thrivent Distributors has access and selling agreements contracts.

         

          

Job Duties and Responsibilities

• Drive sales and market share growth of Thrivent Mutual Funds, ETFs, and Managed Portfolio. Help drive increase in Thrivent unique new relationships.
• Demonstrate excellent knowledge/expertise of Thrivent Mutual Funds, ETFs, and Managed Portfolios products/strategies/technical tools through the educational and sales process with Financial Representatives.
• Develop new and build upon existing relationships within territory. The strategy includes developing a firm rotation, implementing business plans around focus FR's and firms identifying business opportunities. Manage external rotations to meet sales and activity goals.
• Identify sales opportunities for Thrivent investment products utilizing solution based concepts.
• Fulfills in a timely manner required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, conference calls and meetings on time.
• Provide new ideas for product as solutions within financial planning concepts.
• Collaborate with senior Marketing and Products, Field Distribution and other executives to identify innovative product development opportunities.
• Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing.
• Manage annual TandE budget
• Conduct client seminars and events.
• At all times, conduct daily activities in the highest professional manner
• Extensive ability to travel in territory, 75 to 80%, travel-mostly overnight
• RICs may be assigned to Co-Supervise and will review product messaging and sales tools as needed to ensure compliance with securities laws and regulations. This responsibility will generally not exceed 10% of weekly activity, though may significantly increase as new products or sales strategies warrant.

Required Job Qualifications

• Must reside in Ohio or Michigan area
• Excellent ability to communicate complex investment product related sales concepts.
• Expert level understanding of product features and benefits and their application to individual client sales situations.
• Strong entrepreneurial instincts.
• Minimum 5-10 years of financial services experience preferably wholesaling with demonstrated increases in responsibility.
• Advanced financial services designations a plus.
• FINRA SIE, Series 7, 63/65 or 66 required or obtained within 90 days of hire/transfer.
• Strong public speaking skills.
• Proven relationship building and management skills.
• Bachelor's degree or equivalent work experience required.
• Deep understanding of competitors products in all asset classes.

Other Critical Factors

• Required to travel 75 to 80% of the time, some overnight stays.
• Ability to build relationships.

              

Pay Transparency

 

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $76,132.00 - $103,001.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

 

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

 

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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.