The Successful Market Director:
•Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles
•Ensures new FPs are given the tools, resources and knowledge needed in order to be successful in their new role.
Attract, Recruit and Select Diverse Talent Create and implement a recruiting strategy to grow capacity by attracting and cultivating quality, diverse FP candidates in focus market. Execute a plan to recruit quality talent by spending focused time developing trusting relationships within broad and diverse networks, leveraging centers of influence and obtaining referrals from FPs for quality, diverse talent Partner with other Thrivent leaders/key stakeholders to develop capacity plan and understand recruiting and selection systems. Actively manage a pipeline of high quality, diverse candidates, Conduct selection interviews and assess candidates for high probability for success. Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.
Develop New FPs and Support the Launch of New FP Practices Demonstrate mastery of the Thrivent Financial Advice Process and be able to model and coach on all elements. Conduct high levels of joint field work (approx 3 days per week) as scheduled by new FPs to observe and offer feedback, and help with case prep as needed. Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.) during the sales process. Be available to FPs to develop their goals and conduct meetings with new FPs to discuss progress toward their goals, analyze what’s working and not working and ways to overcome challenges and issues. Be available to FPs to develop/execute a marketing plan to achieve their goals that leverage relationships within their natural market, referrals and communities.
Collaborate with Others Inform and communicate with leadership team regarding FP (new and vet) progress toward goals and success. Facilitate connections between new FPs and vet FPs to provide additional joint field work experiences or practice experiences for new FPs Connect with corporate resources to stay informed of best practices or changes that directly impact recruiting, launch and vets Demonstrate ability to use technology effectively with FPs to assist in coaching and training Build a plan with the Community Engagement team and others to develop and implement a plan to grow the market, and identify communities or congregations within the market on which to focus, using generosity and other marketing programs. Build and maintain relationships with leaders within the Christian Community and centers of influence.
Manages Market Engages in business planning to set strategy for market and to determine how to meet goals Provides leadership and coaching to market team Develops a healthy culture within the market, enabling good results and ensuring a culture of excellence in the market Work with the Community Engagement team and others to develop and implement a growth plan, and identify key markets on which to focus. Build and maintain relationships with leaders within the Christian Community and centers of influence.
Characteristics of Ideal Candidate Drives for Results: strives for success, and takes ownership of market’s performance Passionate about Attracting and Developing Others; gains professional satisfaction from the success of others and being a source of help Adaptable: flexible, agile and amenable Courageous: willingness to take risks and do what needs to be done to grow individuals and the market Credible: Seen as an expert in what it takes to be a successful FP, both in sales process/methods and systems/technology
Minimum Requirements: Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc). Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed. Previous experience in attracting others. Will and skill to commit to joint field work expectations. Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success. Licensing: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 attained within 90 days.State securities registered and insurance licensed and appointed in all states that comprise the Advisor Group.Once FPs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FPs are conducting business and receiving commissions. Satisfactory background check and clean compliance record. Flexibility to travel within the Advisor Group (may include overnight) and conduct business during evening hours. Must have own automobile to use for business purposes. Demonstrated track record of satisfactory performance.
Strongly Preferred: Four year college degree strongly preferred. Professional designation or history of significant progress toward achievement preferred.
Key Dependencies and Relationships: Advisor Group Leadership Team; vet FPs; new FPs; Advisor Group staff; corporate recruiting, launch and practice management teams.