CareerMoonshot

Manager, Virtual Advice

Thrivent Financial · Remote

📍 Remote-Minnesota💰 $94,389via workdayFirst listed here 2026-09-22
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Responsible for leading a team of 10-15 nationally licensed advisors that serve clients in all 50 states through phone, screen share, and video. Manages performance and sales results to ensure goals are reached across all levels – the business, the team, and advisors. Responsible for driving team revenue of $1.5M+ annually. Collaborates with broader sales leadership team to ensure delivery of a consistent approach to client experience and core expectations. This can be a remote position within the US.           DUTIES & RESPONSIBILITIES: Responsible for t eam revenue   of   $1.5M+   Accountable   for   the   retention and engagement of a combined 800k   clients .   Lead and   d elivers   team-based and individual coaching   regularly,   on   daily   and   weekly   basis,   to   cultivate   strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth .   Responsible for   conducting   interview s   and   making   talent   selections   based   on attrition and future growth   requirements.   Provides onboarding   and   training that ensures strong speed to productivity and skill set development.   Collaborates   with   the internal centers of excellence   to ensure team members   receive   the training and resources necessary   for   succeed , all while   building self-sufficiency.   Build and foster a culture centered around   the organization’s   culture, mission,   vision   and values.   Willingness and ability to lead from the front – i.e.,   demonstrating   knowledge and skills through case work and occasionally joining client calls to support your team.   Partner with sales director to conduct quarterly business planning and manage performance expectations.   Responsible for contributing to information needed, decision making, and   to   operating   in line with budgetary decisions .       Describe below the audience this role will interact with and level of influence they will have on those roles .     This position must understand customer needs, the organization’s member philosophy, and service standards to effectively lead the team to provide a consistent and positive client experience .    They will regularly need to address working standards, process improvement, and employee performance as it relates to ease of doing business, channel conflict, client service, and regulatory requirements .       This position must understand sales process and fundamental elements of the sale to   identify   process improvement and   appropriate training , technological, or other changes   required   to improve client satisfaction .    Necessary improvements can take hours or months and may require legal, field supervision, compliance, processing, and other department involvement and engagement.   This position is regularly tasked with communicating decisions, requests, and information to FRs and field leaders .    This may require actively engaging multiple information systems and departments for background before formulating a response .    Such work requires response within hours or days.   QUALIFICATIONS & SKILLS:  Required:   College degree in business, management, related business field, or equivalent experience .   Prior experience as a financial advisor .   Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired.   and must be   obtained within   120   days   of hire/transfer .   5+ years’ experience of leading a team of 8 or more direct reports is highly desired .   Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia   Previous   experience in financial planning, investment products, and insurance products.   Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar)   Experience leading   change   in a fast-paced, high-growth   environment.   Prior experience working in a team setting to achieve results.   Belief in   organization’s   core values and mission .   Driven and   results oriented .   Client-centric .   Great communication   skills .   Outgoing, positive, and energetic .   Empathetic .   Strong organization skills .   Preferred:      Advanced Designation (CFP® or   ChFC , or CLU) is desired.    Salesforce experience   Money Guide Pro (or other planning tool) experience   Experience working in virtual sales   Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $94,389.00 - $127,703.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time

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