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Summary

This position provides insurance licensed administrative support to an experienced Financial Practice. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by the practice.

This full-time role is fully in-office out of Perryville, MO.

Hours: Monday- Friday; 9a - 5pm

Compensation is between $21-24/hr. depending on experience. PTO available to start. There are no benefits offered with this position.

The practice is looking for someone eager to grow their career and take on increasing responsibilities as part of the team.

Job Description

Position Roles/Responsibilities/Accountabilities

+ Prepare correspondence, reports, and coordinate special projects

+ Oversee projects, administration of various programs, and processing functions as needed

+ Drive client facing activity in the practice by scheduling meetings with clients

+ Update Salesforce with client contact and preference information

+ Assist Lead Advisors with preparation and follow up for client meetings

+ Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on

+ Research products, product pricing and contacting carriers for information

+ Answer basic questions for clients

+ Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve

+ Set up and retrieve reports in the portfolio management system

+ Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services

+ Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products

+ Verbal or written communications with prospective or existing customers regarding financial matters

+ Conducting substantive research or gathering information that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)

+ Obtaining customer financial and/or suitability information

+ Accepting and/or entering securities trade orders from customers, including unsolicited trade orders

+ Support questions and transactions with variable insurance and annuities products, if appropriately licensed

+ Additional responsibilities may be assigned in accordance with licensure and business needs

+ Communicate with customers whether requested coverage is or will be bound or issued

+ Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts

+ Additional responsibilities may be assigned in accordance with licensure and business needs

+ Manually enter information provided by the FA into electronic application systems and email, lock sign or submit.

Position Qualifications

+ Securities or insurance industry experience preferred

+ Must be securities registered (series 6/63, 7/63, 7/63/65 or 7/66).

+ Must be insurance licensed/appointed

+ Must be securities registered, and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration

+ Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted

+ If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products

+ Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn

+ Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

+ Ability to maintain integrity of sensitive/confidential information

+ Basic understanding of our products and services, and Thrivent Financial

Competencies

+ Planning/Organizing

+ Customer Focus

+ Communication

+ Interpersonal Skills

+ Teamwork and Collaboration

+ Adaptability/Flexibility

External/Internal Dependencies

+ Must be able to work with all roles of the practice.

+ Must be able to represent the organization in work with external clients

+ Must be able to cultivate and maintain relationships with outside organizations

As part of the practices’ recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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.