Talent.com
Virtual Financial Sales Advisor - Remote
Virtual Financial Sales Advisor - RemoteThrivent • Charlotte, NC, US
Virtual Financial Sales Advisor - Remote

Virtual Financial Sales Advisor - Remote

Thrivent • Charlotte, NC, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters.remote]
[job_card.job_description]

Job Description

Job Description

Virtual Financial Sales Advisor – Remote

You’ve mastered sales. Now make it meaningful.

Thrivent is more than a financial services company – we’re a community built around impact and generosity that empowers lives of service and faith. Here, base pay rewards your time, bonuses reward your talent, and our team culture rewards your heart.

As a Remote Virtual Financial Advisor, you’ll use your strong sales skills to connect, influence and guide clients toward financial clarity and confidence.

This role is ideal for those who thrive on building relationships and driving results through

consultative selling. You’ll offer purpose-based advice across investments, insurance, banking and generosity.

No cold-call prospecting or marketing is required; instead, you’ll have access to a large existing client base – many of whom have not connected with an advisor for years and the opportunity to engage your own natural market.

Supported by Thrivent’s commitment to community engagement and a collaborative team

environment, you’ll launch your financial advisor career with a strong foundation in sales and client service. Within 24-36 months, you’ll be equipped to join a local team or build your own practice with our support.

This is a remote role. You’ll meet with clients virtually using tools like Zoom. You’ll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding.

Your Success; Our Blueprint

Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

Role Description

As a Virtual Financial Advisor at Thrivent, you’ll :

  • Leverage your relationship-building and sales experience to engage clients with

confidence and clarity.

  • Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith.
  • Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
  • Have access to a large existing client base, and have the ability to help your friends, family and natural market.
  • Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar.
  • Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.
  • What You Bring

    Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re :

  • Self-disciplined, independent and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals, not just selling products.
  • A natural coach or guide with strong interpersonal skills.
  • Positive, energetic and results oriented.
  • Collaborative and excited to contribute to your team.
  • Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality or event managers, business development, admissions counselors, fundraisers and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.

    Requirements

  • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
  • FINRA Series 7, 63 / 65 or 66 required or obtained within 90 days.
  • State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
  • Eligibility to be securities registered and insurance licensed in all 50 states.
  • Sales experience.
  • Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage.
  • Satisfactory background check (criminal and financial).
  • Compensation and Benefits

    You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy :

  • A base pay of $24.03-$26.44 per hour with additional monthly sales bonuses based on sales results and your client impact.
  • Comprehensive medical, vision and dental.
  • 401(k) matching and a pension plan.
  • Life and disability income insurance.
  • Maternity / paternity leave as well as adoption and surrogacy assistance.
  • Tuition reimbursement.
  • Four weeks of paid time off, plus up to 20 hours of volunteer time off.
  • Well-being programs to help you manage your physical, emotional and financial health.
  • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
  • About Thrivent

    Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management / advisement (as of 12 / 31 / 24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

    Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

    To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com / privacy.

    Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

    [job_alerts.create_a_job]

    Financial Advisor • Charlotte, NC, US

    [internal_linking.similar_jobs]
    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    OCPA • Statesville, North Carolina, us
    [filters.remote]
    [job_card.part_time] +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Market Research Consultant (Hiring Immediately)

    Remote Market Research Consultant (Hiring Immediately)

    Maxion Research • Statesville, North Carolina, US
    [filters.remote]
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Virtual Customer Care Associate

    Virtual Customer Care Associate

    TurboTax • Rock Hill, South Carolina
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Home Health Aide

    Home Health Aide

    Village Caregiving - Hickory, NC • Iredell, NC, US
    [job_card.full_time]
    Village Caregiving is looking to hire responsible, dedicated, in-home caregivers, .CNAs, STNAs, MAs, caregivers for the elderly to help veterans and the elderly with activities of daily l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Trainer

    Personal Trainer

    Svetness Personal Training • Statesville, NC, US
    [job_card.full_time]
    Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Work from Home

    Work from Home

    HomeJobFinder • Claremont, NC
    [filters.remote]
    [job_card.full_time]
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel MRI Tech - $1,830 per week in Fort Mill, SC

    Travel MRI Tech - $1,830 per week in Fort Mill, SC

    AlliedTravelCareers • Fort Mill, SC, US
    [job_card.full_time]
    A facility in Fort Mill, SC is seeking its next amazing MRI Technologist.Read on if this sounds like your perfect fit!.Nurses and allied healthcare professionals are in high demand nationwide, and ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Field Sales Representative

    Field Sales Representative

    TruGreen • Mount Mourne, NC, US
    [job_card.full_time]
    Quality Drive, Charlotte, North Carolina 28278.TruGreen accepts applications on an ongoing basis.As a TruGreen Field Sales Representative, you’ll be the welcoming face out in the neighborhood...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Remote Trading Opportunity – Stocks, Options & Futures | Charlotte, NC

    Remote Trading Opportunity – Stocks, Options & Futures | Charlotte, NC

    Maverick Trading • Charlotte, NC, USA
    [filters.remote]
    [job_card.full_time]
    Remote Day Trader – Stocks, Options & Futures | Charlotte, NC.We profit only when you profit — no challenges, no gimmicks. Before you continue, please watch this short recruiting video — it exp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Survey Participant (Hiring Immediately)

    Remote Survey Participant (Hiring Immediately)

    Earn Haus • Fort Mill, South Carolina, US
    [filters.remote]
    [job_card.full_time] +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Travel Advisor

    Remote Travel Advisor

    Champion Travel • Charlotte, NC, United States
    [job_card.full_time]
    About the job Remote Travel Advisor.Join Our Team as a Travel Agent and Unleash Your Wanderlust!.Are you ready to turn your passion for travel into a fulfilling career? Do you have an insatiable de...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Account Manager - Outside Sales

    Account Manager - Outside Sales

    Echelon Supply and Service • Pineville, NC, US
    [job_card.full_time]
    About Us : Echelon Supply and Service.Since 1977, we've built our reputation on a customer-first approach, delivering quality products and exceptional support. Headquartered in Liverpool, NY, we ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retail Sales Representative

    Retail Sales Representative

    Advantage Solutions • Rock Hill, SC, United States
    [job_card.full_time]
    We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Telemetry RN - $1,616 per week

    Travel Telemetry RN - $1,616 per week

    Medical Solutions • Rock Hill, SC, United States
    [job_card.full_time]
    Medical Solutions is seeking a travel nurse RN Telemetry for a travel nursing job in Rock Hill, South Carolina.Job Description & Requirements. We’re seeking talented healthcare professionals whose a...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Remote Insurance Lead Generation Specialist - Charlotte, NC

    Remote Insurance Lead Generation Specialist - Charlotte, NC

    Anomaly Squared • Charlotte, NC, US
    [filters.remote]
    [job_card.full_time] +1
    Interested in working for a rapidly growing company? Always wanted to be part of a team of motivated individuals? Then this might be the place for you! Anomaly Squared uses technology combined with...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Insurance Sales Agent - 1 Charlotte, NC (Steele Creek)

    Insurance Sales Agent - 1 Charlotte, NC (Steele Creek)

    The Auto Club Group • Pineville, NC, United States
    [job_card.full_time]
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Looking to take your sales career to the next level?. Join America's most trusted brand with...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Charlotte, NC
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Statesville, North Carolina, US
    [filters.remote]
    [job_card.temporary]
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...[show_more]
    [last_updated.last_updated_30] • [promoted]