The Field Practice Solutions Specialist brings a foundational understanding of all financial products and expertly navigates various systems and tools to complete applications, generate illustrations, and facilitate money movement on behalf of Financial Advisors (FAs). This role involves gathering missing personal and financial information from clients, guiding them through service and money movement processes, and ensuring a positive client experience – all while increasing advisor capacity.
This role requires taking ownership of issues, collaborating with departments to resolve errors, and clearly communicating product-specific information to FAs, support staff, and other stakeholders.
Pay TransparencyThrivent’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 $21.83 - $29.53 per hour, 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.
This role requires taking ownership of issues, collaborating with departments to resolve errors, and clearly communicating product-specific information to FAs, support staff, and other stakeholders.
- DUTIES & RESPONSIBILITIES:
Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO).
Research &resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes, correcting errors, and gatheringadditionalinformation as needed.Collaborate with external companies to ensure forms are in good order (IGO)
Efficiently navigate over 40 systems to accurately process applications and service forms, minimizingthe need foradditionaloutreach to representatives and clients
Facilitate money movement for internal and external productson behalf of the FA/Client, ensuring accuracy and compliance
Proactivelycontact clients to gather information,provide remindersto the client tocomplete various applications/forms,assistinconversations with external companies and clientsto verify form accuracy, gatheradditionaldetails,andcomplete required paperwork
Understand and apply back-end and front-end processes across all product lines to ensure seamless handling of transactions
Reviewexternal company statements to inputaccuratedata for financial planning
This role engages with a diverse audience across the organization.Key interactions include Financial Advisors and Office Professionals in the field, as well as internal teams.While most interactions are with individual contributors and managers, the role requires the ability to collaborate across varying levels of the organization.
TheFieldPracticeSolutionsSpecialist is expected to address undefined problems with limited information, applying evaluation, judgment, and analytical skills. They contribute toidentifyingrecurring issues, streamlining inefficient processes, and implementing solutions to reduce costswhile enhancing field and client satisfaction. Effective communication is critical, requiring the ability to resolve conflictsandinspire action.
QUALIFICATIONS & SKILLS:
Required:
2+ years ofdiverse experience in the financial industrywith in-depth experience with one or more financial products (Mutual Funds, Brokerage, Investments, Annuity, Life, Health) and supporting systems
Excellent interpersonal skills, with strong written and verbalcommunicationand high attention to detail. Able to clearly communicate with diverse audiences across the enterprise
Demonstrates adaptability in a dynamic, fast-changing environment
Maintains integrity of sensitive and confidential information
Ability toestablishrapport andbuild relationships with external and internal customers and coworkers
Ability toanticipatecustomer needs with insights from industry best practices
Strongproficiencyin navigating multiple systems
Preferred:
Flexibility toworka schedule based on business needs. Schedules do not typically fluctuate; however, there are times where it may change
Proven ability toindependentlyproblem-solveand research client and field-related issues with minimal direction
Field Practice Solutions (Field Practice Solutions Specialist)
- FINRA SIE, Series 6requiredor obtained within 12 months of hire/transfer.
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 otherstatus 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 protected] or call 800-847-4836 and request Human Resources.
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