Practice Support Specialist Licensed
Practice Support Specialist Licensed
Posted on :
15-03-2025
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
The Practice Support Specialist will support multiple Financial Professionals practices by completing applications forms advice tools client support etc. These tasks will require a general knowledge of products such as Mutual Funds Annuities Life & Health Insurance. The PSS will possess a passion to serve others and can establish rapport build relationships and loyalty with external and internal customers as well as coworkers.
**This position has the ability to work remotely.
Job Duties and Responsibilities
- Complete service forms
- Navigate other business areas to complete tasks
- Identify proactive ways to support practices
- Support application preps
- Data entry into advice tools
- Identify and provide service solutions for members and field partners
- Support other product and marketing specific tasks as needed
- Keying data entry efficiently and accurately with proficiency in typing/keyboard is required. Polished phone demeanor tone and etiquette are required
- Flexibility to work a schedule based on business needs. Schedules do not typically fluctuate; however there are times where it may change.
- Has a passion to serve others. Ability to establish rapport build relationships and loyalty with external and internal customers as well as coworkers.
Required Job Qualifications
- High school diploma/GED required college degree a plus
- 1 or more years customer services experience.
- High level of efficiency with strong attention to detail
- Strong verbal and phone skills required
- Experience with business tools (e.g.Microsoft Word Excel Adobe and Salesforce)
- Indepth experience with one or more financial products (Mutual Funds Investments Annuity Life) and supporting systems
- Ability to maintain integrity of sensitive/confidential information
- FINRA SIE Series 6 required or obtained within 90 days of hire/transfer.
Other Critical Factors
- Positive attitude and willingness to grow
- Comfortable with change
- Selfmotivated and driven
Pay Transparency
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 toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
