The Onboarding and Experience Specialist plays a critical role in supporting early‑career financial advisors (years 1–4) by delivering a consistent, technology‑enabled onboarding experience across the ecosystem. This role ensures advisors are fully equipped to navigate Thrivent’s digital tools, training programs, and foundational expectations, enabling them to build confidence, productivity, and long‑term success. The Specialist partners closely with Foundations facilitators, field leaders, and COE partners to create a seamless transition from licensing to early practice development.
This role will be proficient in training and understanding the connection of the advisor experience tools to deliver the advice experience.
DUTIES & RESPONSIBILITIES:
Core Responsibilities
Own and maintain the onboarding experience for advisors in the first 6 weeks, ensuring a consistent, technology enabled launch process that aligns with Foundations training, ecosystem expectations, and the Advisor Growth COE strategy.
Responsible for preparing selling roles across the ecosystem to effectively attend and participate in the training experience.
Serve as the primary onboarding and technology resource for new advisors, guiding them through digital tools, platforms, workflows, and best practices that support early career productivity and confidence.
Establish strong relationships with advisors during their first four years, maintaining regular check-ins to assess progress, identify support needs, and reinforce expectations tied to Foundations, training milestones, and technology adoption.
Coach advisors on effective use of Thrivent’s technology ecosystem (e.g., Salesforce, planning tools, digital workflows) to support practice development, client engagement, and operational efficiency.
Monitor advisor performance and engagement metrics through dashboards and technology platforms, validating accuracy and coaching advisors toward target behaviors and outcomes.
Track advisor progress through Foundations and other formal training programs, providing timely updates, insights, and recommendations to field leaders and COE partners.
Collaborate closely with Foundations facilitators and training teams to ensure advisors are prepared, supported, and equipped to apply learning in the field.
Identify onboarding and technology gaps, recommend solutions, and support continuous improvement of processes, tools, and resources that enhance the early career advisor experience.
Advisor Support & Coaching
Guide advisors through onboarding milestones, including technology setup, workflow adoption, client engagement expectations, and integration into their Thrivent Advisor Group (TAG).
Provide structured coaching on model work weeks, technology usage, and practice building behaviors, ensuring alignment with Foundations curriculum and ecosystem standards.
Collaborate with Foundations facilitators to ensure advisors are prepared for each stage of training and can apply learning effectively.
Support virtual and in person training sessions, technology workshops, and onboarding cohorts as needed.
Reinforce curriculum expectations and help advisors translate training into daily practice behaviors.
Technology & Process Leadership
Champion technology adoption by helping advisors understand how digital tools support productivity, compliance, and client experience.
Partner with COE and TAG leaders to ensure onboarding processes are consistent, scalable, and aligned with technology best practices.
Support call rallies, virtual learning sessions, and technology focused workshops, coordinating presenters, content, and follow-up.
Maintain and improve onboarding SOPs, ensuring they reflect current technology, training requirements, and ecosystem expectations.
Guide advisors on Thrivent’s core technology platforms (e.g., Salesforce, planning tools, digital workflows) and ensure they adopt best practices for client engagement and operational efficiency.
Troubleshoot technology challenges and serve as a liaison between advisors and internal technology partners.
Monitor technology adoption metrics and coach advisors toward full utilization of required tools.
Partner with COE and TAG leaders to ensure onboarding processes reflect current technology capabilities and updates.
Cross Functional Collaboration
Act as a liaison between advisors, field leaders, Foundations facilitators, and COE partners, ensuring seamless communication and alignment throughout the onboarding journey.
Share insights and trends with leadership, highlighting advisor progress, technology adoption patterns, and opportunities to strengthen early career support.
Bring forward best practices from TAGs and training cohorts to inform continuous improvement across the ecosystem.
Leadership & Culture
Model Thrivent’s Leadership Competencies—Model the Way, Rally the Team, and Deliver Outcomes—by demonstrating resilience, collaboration, and accountability.
Support a culture of continuous improvement, engagement, and purpose, ensuring the onboarding experience reflects Thrivent’s values and strengthens advisor retention.
QUALIFICATIONS & SKILLS:
Required:
Education & Experience
Bachelor’s degree in business, management, education, financial services, or a related field; or equivalent professional experience.
3–5 years of experience in financial services, advisor onboarding, training, technology enablement, or early‑career development roles.
Experience supporting or training advisors, sales professionals, or field‑based roles preferred.
Familiarity with advisor onboarding processes, licensing pathways, and early‑career development expectations is strongly preferred.
Technical Skills
Strong proficiency with financial‑services technology platforms (e.g., Salesforce, planning tools, CRM systems, digital workflow tools).
Ability to train others on technology systems, troubleshoot issues, and translate technical concepts into practical, advisor‑friendly guidance.
Ability to analyze dashboards, performance metrics, and technology‑usage data to identify trends and coaching opportunities.
Ability to quickly learn new systems and stay current on technology updates that impact advisor workflows.
Preferred:
Excellent interpersonal communication skills with the ability to build trust and rapport with advisors, field leaders, and cross‑functional partners.
Strong written and verbal communication skills, including the ability to simplify complex information and deliver clear guidance.
Ability to influence without authority and collaborate effectively across a matrixed organization.
Strong planning and organizational skills with the ability to manage multiple advisors, timelines, and onboarding milestones simultaneously.
Detail‑oriented with the ability to maintain accurate records, track progress, and ensure consistent execution of onboarding processes.
Comfortable working in a fast‑paced, evolving environment with shifting priorities.
Demonstrated ability to model organizational leadership competencies such as accountability, collaboration, and continuous improvement.
Pay Transparency
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.
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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.
