This position provides insurance licensed financial and non-financial support to Wisconsin Heartland Associates. This position serves as a resource to Financial Advisors focused on fixed life, annuities and health insurance and, working with a Financial Advisor develops and implements business and marketing plans to acquire, cultivate, and retain members. Responsibilities may include prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members. The Insurance Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Financial for Lutherans is the sponsor for insurance licensure.
Position Roles/Responsibilities/Accountabilities
- Handle sensitive communications with members, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
- Facilitate and/or co-present insurance product specific seminars and/or workshops as necessary
- Participate in business planning for the practice as needed
- Counsel and advise prospective and current members on particular insurance products and policies for purchase
- Open and complete insurance product applications
- Obtain member financial information for the sale of fixed insurance, fixed annuity and health products
- Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
- Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
- Assist Financial Advisors in the preparation and follow up for the client/member meetings
- Collaborate with Financial Advisors to assist members with fixed insurance, fixed annuity or health product changes
- Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
- Additional responsibilities may be assigned in accordance with licensure and business needs
Position Qualifications
- Previous administrative/secretarial experience desired
- Must be insurance licensed/appointed in all states in which the candidate would be doing support work for Wisconsin Heartland Associates.
- Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs of the sponsoring Financial Advisor.
- Demonstrated customer service orientation/experience, 2+ years preferred
- 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 Wisconsin Heartland Associates, our products and services, and Thrivent Financial
Competencies
- Planning/Organizing
- Analytical thinker
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Wisconsin Heartland Associates.
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
Compensation and Benefits
- Base salary of $36,000, along with a percentage of commissions from sales generated revenue.
As part of Wisconsin Heartland Associates recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
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.
