Thrivent

Covenant Financial Group is an independent financial services practice of Thrivent Financial.. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members.. · The Service Advisor will support the team of financial advisors in multiple facets of client engagement.. · FINRA SIE, Series 7, and Series 66 securities licenses. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

service advisor

Organization/Business Overview:Covenant Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. Our Advisors help our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. The Service Advisor will support a team of financial advisors to help maintain a client service model through consistent client contact and support. This role will be a main point of contact for clients with the practice. The Service Advisor will help maintain and grow existing business with current clients and assist in onboarding new clients. The Service Advisor will act as liaison between the client, the team, and customer service to enhance client satisfaction. The Service Advisor reports to the Lead Advisors and is employed by Covenant Financial Group. Specific client service responsibilities may include: Meeting and Case Prep<ul><li>Create Meeting Agendas</li><li>Attend client meetings document notes as needed</li><li>Support Lead Advisor with financial plans for businesses</li><li>Advice tool data entry</li><li>What If Tax</li><li>Retirement Explorer</li><li>Money Guide Pro</li><li>Social SecurityPro</li><li>Compose written recommendations and strategy summaries for clients and Lead Advisor</li><li>Coordinate and or document all meeting notes in Salesforce</li></ul>Life/Health/Annuity/MF New Business Support<ul><li>Run illustrations and complete applications for Advisors</li><li>Complete service and new business forms, track underwriting and facilitate issue of contracts</li><li>Run GPO and Term Conversion lists and quotes for team</li></ul>Ongoing Service<ul><li>Answer product specific client questions and reviews as needed</li><li>Oversee and approve service forms sent by staff</li><li>Correspond with home office on client issues, find resolution and communicate to client</li><li>Provide phone coverage when needed</li></ul>Practice Support<ul><li>Main point of contact for Practice’s C & D clients</li><li>Service existing clients at all levels of the client service model</li><li>Support Practice’s current service and support staff</li><li>Along with lead advisor, mentor, train, and support new support and sales teammates</li></ul>Additional Practice Expectations<ul><li>Model the following competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable. ​</li><li>Support and/or develop an environment in which all team members are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Covenant Financial Group’s purpose, promise and values, ensuring that our trust and reputation remain strong with clients.</li></ul> · The Service Advisor will support the team of financial advisors in multiple facets of client engagement. They will be a primary point of contact for clients on a day-to-day basis. Required: · State Life, Health, and Annuity License· FINRA SIE, Series 7, and Series 66 securities licenses· Excellent communicator, with solid interpersonal skills · Detail oriented (nothing gets past you) · Proficient in Microsoft Office Suite · Experience with CRMs · Ability to maintain the highest ethical, confidential, and professional standards always Demonstrated sound decision-making skills As part of Covenant Financial's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. 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.

START NEW SEARCH