Job Information
Thrivent Financial Practice Support Specialist, Licensed in United States
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)
In-depth 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
Self-motivated and driven
Pay Transparency
Thrivent’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 $20.88 - $28.25 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.
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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.