Regional Business Development Consultant Annuities

Description:

RESPONSIBILITIES:

• Develop new and build upon existing relationships within territory. The strategy includes developing a firm rotation, implementing business plans and a sales strategy around focus FA’s and teams identifying business opportunities. Manage external rotations to meet sales and activity goals.
• Grow and retain assets within an assigned territory via virtual and in-person engagements with FAs to do point of sale presentations, share sales ideas, provide product information, gather marketing data, provide case consultation, and offer sales support.
• Demonstrate excellent knowledge/expertise of Thrivent annuity products/strategies/technical tools through the educational and sales process with FAs.
• Continuous improvement on all business development activities (short & long term), including but not limited to marketing, lead development, point of sale presentations, conversions, transaction size, and repeat purchases.
• Identify sales opportunities for Thrivent products utilizing solution and advice-based concepts.
• Collaborate with marketing, products, field distribution and other executives to identify innovative product development opportunities.
• Fulfills in a timely manner required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, conference calls and meetings on time.
• Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing.
• Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
• Supports and/or develops an environment in which Thrivent 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 Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.

QUALIFICATIONS & SKILLS:

Required:

• Bachelor’s degree in related field or equivalent experience
• Proven relationship building and management skills
• Excellent ability to communicate complex product related sales concepts
• Expert level understanding of product features and benefits and their application to individual client needs
• Extensive overnight travel required (approximately 50%)
• Exceptional communication and presentation skills
• License Requirements: Series 6, 63 and Life and Health licenses (or must attain within 90 days)
• Advanced Financial Services designations a plus