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at Thrivent Financial in Spokane, Washington, United States

Market Developer

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$102,041 / year median in Washington

+5% projected growth

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Job Description

at Thrivent Financial in Spokane, Washington, United States Job Description WA - Spokane Full time
REQ -48123
The Market Developer is responsible for providing sales mentorship, practice guidance, and joint field work to increase productivity and total sales for advisors and other sales roles in the area. They serve as the primary support person for new advisors within their first year and offer supplementary support throughout their first four years. The Market Developer ensures that clients receive purpose-based advice by providing training, case consultation, and mentorship, working side-by-side with new advisors and other sales associates. This role will foster a culture of excellence, compliance, and client-centric service, ensuring that advisors are equipped with the knowledge, skills, and resources needed to succeed. It is critical in retaining financial advisors and sales roles by helping them get off to a productive start in their new careers.
DUTIES & RESPONSIBILITIES
:? Launch N ew F inancial A dvisors into
Teams:
? + Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation, consultation, and delivery. ? + Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro , Thrivent Planning Platform and other Thrivent advice tools during the sales process. ? + Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps and opportunities to grow.? ? + Help financial advisors to develop/execute marketing plans that leverage relationships within their natural market, referrals , and communities . ? + Advise financial advisors as to what activities will enable them to achieve their sales goals. ? + Serve as a n extension of the field training team to enable the development and execution of advisor training deliverables. Foster Growth within
Existing Teams:
? + Support existing practices to launch client facing sales roles directly on to their team.? ? + Create an onboarding approach to fit the development path within the team.? ? + Communicate consistently with the existing team and leadership on strengths and development gaps.? ? + Work closely with the team to connect support and core training needs to deliver purpose-based advice.?? ? Collaborate with
Others:
? + Work with market and a rea leadership to support referrals for talent.? ? + Directly influence market and a rea plans to drive total sales growth.? ? + Inform and communicate with leade To view full details and how to apply, please login or create a Job Seeker account