The Manager of Virtual Advice is responsible for leading a local team of nationally licensed advisors who serve clients across all 50 states. This role is critical in ensuring that both individual and team performance goals are met or exceeded, with a strong focus on financial advice & deepening client relationships to drive sales and productivity goals.
This position plays a key role in not only driving business outcomes but also in cultivating a highly productive, mission-driven, and team-oriented culture. The manager is instrumental in launching team-oriented advisors at scale and growing talent through cross-channel career pathing.
DUTIES & RESPONSIBILITIES:
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Support building the local culture within the market in collaboration with local leadership, integrating virtual advice advisor into their local market.
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Conduct daily and weekly coaching sessions, both on-site and virtually, to enhance consultative sales skill and support advisors in delivering effective, advice-based recommendations.
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Demonstrate knowledge and skills through case work and occasionally joining client calls to support your team, exemplifying leadership from the front.
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Drive alignment with organizational objectives by conducting business planning and managing performance expectations.
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Contribute to key decision-making processes and operate in line with budgetary decisions. Interview and select talent to align with team staffing expectations.
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Deliver onboarding and training that accelerates productivity and skill development.
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Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching.
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Ensure effective implementation of the organization’s advice strategy, client service models and a consistent approach to practice management.
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Facilitate career pathing and long-term development conversations to drive engagement and retention. Collaborate with organizational leaders to exchange best practices, strengthen leadership effectiveness, boost hiring referrals, enhance employee engagement, and drive overall sales growth.
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Partner with key stakeholders, including but not limited to virtual advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales targets and career objectives.
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Select, develop, and retain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
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Models organization’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.
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Supports and/or develops an environment in which 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 organization’s purpose, promise and values, ensuring that our trust and reputation remain strong with its clients.
QUALIFICATIONS & SKILLS:
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Bachelor’s degree in business, management, or a related field, or equivalent experience.
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Required: prior financial advisor experience and multiple years leading a team of eight or more.
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Must be eligible for Securities and Insurance licensing in all states and D.C.; possession of FINRA Series 7 and 63/65 or 66, along with Life/Health Insurance licenses, is preferred and must be obtained within 120 days of hire/transfer.
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Experience in financial planning, investment, and insurance products, along with consultative sales models (e.g., Integrity Selling).
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Proven ability to lead change in a fast-paced environment and collaborate within a team to achieve results.
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Strong belief in the organization’s core values and mission, with a driven, client-centric, and results-oriented mindset.
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Excellent communication, organizational skills, and an outgoing, positive, and empathetic demeanor.
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Experience working in a virtual or hybrid working environment.
Preferred:
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Advanced Designation (CFP®, ChFC, or CLU), Salesforce experience, and familiarity with Money Guide Pro or similar planning tools.
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 $77,988.00 - $105,514.00 per year, 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 [email protected] or call 800-847-4836 and request Human Resources.
What We Do
At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
