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

Organization Thrivent
Industry Business Development Jobs
Occupational Category Regional Business Development Consultant Annuities
Job Location New York,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Experienced Professional
Experience 7 Years
Posted at 2023-05-23 2:59 pm
Expires on 2024-11-30