Manager, Virtual Advice - Milwaukee
Manager, Virtual Advice - Milwaukee
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$ 92538 - 125199
1 Vacancy
Job Description
The Manager of Virtual Advice is responsible for leading a local team of nationally licensed advisors who serve clients across all 50 states. This role is critical in ensuring that both individual and team performance goals are met or exceeded with a strong focus on financial advice & deepening client relationships to drive sales and productivity goals.
This position plays a key role in not only driving business outcomes but also in cultivating a highly productive missiondriven and teamoriented culture. The manager is instrumental in launching teamoriented advisors at scale and growing talent through crosschannel career pathing.
DUTIES & RESPONSIBILITIES:
Support building the local culture within the market in collaboration with local leadership integrating virtual advice advisor into their local market.
Conduct daily and weekly coaching sessions both onsite and virtually to enhance consultative sales skill and support advisors in delivering effective advicebased recommendations.
Demonstrate knowledge and skills through case work and occasionally joining client calls to support your team exemplifying leadership from the front.
Drive alignment with organizational objectives by conducting business planning and managing performance expectations.
Contribute to key decisionmaking processes and operate in line with budgetary decisions.Interview and select talent to align with team staffing expectations.
Deliver onboarding and training that accelerates productivity and skill development.
Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching.
Ensure effective implementation of the organizations advice strategy client service models and a consistent approach to practice management.
Facilitate career pathing and longterm development conversations to drive engagement and retention.Collaborate with organizational leaders to exchange best practices strengthen leadership effectiveness boost hiring referrals enhance employee engagement and drive overall sales growth.
Partner with key stakeholders including but not limited to virtual advice leadership training and human resources to enhance the performance of the virtual advisor team supporting their personal success in achieving sales targets and career objectives.
Select develop and retain a highperforming team while promoting a culture of shared accountability operational excellence and partnership across the organization.
Models organizations leadership competencies Model the Way Rally the Team and Deliver Outcomes.
Supports and/or develops an environment in which 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 organizations purpose promise and values ensuring that our trust and reputation remain strong with its clients.
QUALIFICATIONS & SKILLS:
Bachelors degree in business management or a related field or equivalent experience.
Required: prior financial advisor experience and multiple years leading a team of eight or more.
Must be eligible for Securities and Insurance licensing in all states and D.C.; possession of FINRA Series 7 and 63/65 or 66 along with Life/Health Insurance licenses is preferred and must be obtained within 120 days of hire/transfer.
Experience in financial planning investment and insurance products along with consultative sales models (e.g. Integrity Selling).
Proven ability to lead change in a fastpaced environment and collaborate within a team to achieve results.
Strong belief in the organizations core values and mission with a driven clientcentric and resultsoriented mindset.
Excellent communication organizational skills and an outgoing positive and empathetic demeanor.
Experience working in a virtual or hybrid working environment.
Preferred:
Advanced Designation (CFP ChFC or CLU) Salesforce experience and familiarity with Money Guide Pro or similar planning tools.
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:
Manager
Employment Type
Full-Time
