Thrivent Financial Regional Director - Grand Forks in Grand Forks and Surrounding Areas, North Dakota


The Successful Regional Director:• Grows his/her market by attracting high quality, diverse talent into financial representative (FR) roles• Ensures new FRs are given the tools, resources and knowledge needed in order to be successful in their new role• Supports the production of experienced FRs and team practices within the market• Assists in capacity growth by focusing on the retention of vet FRs and their practices• Is passionate about teaching and coaching others to be successful

Job Description

Attract, Recruit and Select Diverse Talent

  • Create and implement a recruiting strategy to grow capacity by attracting and cultivating quality, diverse FR 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 FRs for quality, diverse talent

  • Partner with other Thrivent leaders/key stakeholders to develop capacity plan.

  • Collaborate with assigned recruiter and leverage his/her expertise in 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 FRs and Support the Launch of New FR Practices

  • Demonstrate mastery of the Thrivent Financial Advice Process (Connecting with members, data gathering, case analysis, taking action and asking for referrals) 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 FRs 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.

  • Provide leadership to new FRs to develop their goals and conduct meetings with new FRs to discuss progress toward their goals, analyze what’s working and not working and ways to overcome challenges and issues.

  • Help new FRs develop/execute a marketing plan to achieve their goals that leverage relationships within their natural market, referrals and communities.

  • Hold new FRs accountable to activities and goals and motivate them so that they are shown the path to future success.

Motivate Veteran FRs and Team Practices

  • Build relationships with Veteran FRs to encourage and support cooperation in the development of new FRs (joint field work and book management).

  • Create and execute strategies to help veteran FRs build healthy practices; includes book management, client service models, deepening client relationships, etc.

  • Build plan for increased sales and member growth with vet practices.

  • Execute an efficient contact with vets leveraging practice management and business development strategies.

  • Apply practice management techniques, coaching, and use of conflict management skills.

  • Coach vets on succession planning to help ensure smooth transitions of their clients and business.

  • Hold vets accountable to their business plans and goals; coach and provide tools as needed to ensure their success.

  • Build culture of growth and success among veteran FRs.

  • Act as sounding board and problem solver for vet FRs on issues that arise.

Collaborate with Others

  • Inform and communicate with leadership team regarding FR (new and vet) progress toward goals and success.

  • Facilitate connections between new FRs and vet FRs to provide additional joint field work experiences or practice experiences for new FRs

  • 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 FRs 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 Association

  • 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 zone’s performance

  • Passionate about Attracting and Developing Others: passionate and enthusiastic 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 zone

  • Credible: Seen as an expert in what it takes to be a successful FR, 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.

  • Experience providing investment advice to be able to provide relevant coaching and support to new and vet FRs.

  • 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 FR 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 RFO area.

  • Once FRs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FRs are conducting business and receiving commissions.

  • Satisfactory background check and clean compliance record.

  • Flexibility to travel within the region (may include overnight) and conduct business during evening hours.

  • 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:

  • Regional Leadership Team; vet FRs; new FRs; RFO staff; corporate recruiting, launch and practice management teams.

Thrivent Financial is a membership organization of Christians. Other Fortune-500 financial companies offer advice, but at Thrivent, we blend faith, finances and generosity to help our members have a healthy relationship with money—because we know that feeling like you have “enough” isn’t directly related to how much you have, it’s about how you use what you have. At Thrivent, we provide financial guidance by looking at money differently—seeing it as a tool; not a goal.

When you join our team, you’ll put your talents to work in amazing ways. You’ll create strategies that help others follow sound financial principles and connect their finances with their values.

You won’t just build your career; you’ll be part of a movement that’s focused on growing, innovating and serving.

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