Financial Professional - Team Sponsored Launch - Endeavor Financial Group
External
Thrivent · Van Wert, OHPrepare for this interview
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Responsibilities
- Learn and understand the entire operation of Endeavor Financial Group
- Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry
- Meet with new and existing clients to build a book of business and grow relationships
- Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
- Position products, services, and strategies to help clients gain financial clarity
- Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
- Participate in events to attract new clients and provide financial education to the local community
- Finalize, submit, and track all client paperwork for account and application changes
- Collaborate with Lead Advisor on complex scenarios
- Schedule, prep, and document all your client meetings
- *Additional responsibilities may be assigned in accordance with business needs
- Characteristics:
- Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are:
- Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player
- Motivated by helping others and relationship-oriented
- A natural coach or guide with strong interpersonal skills
- Passionate about living a life of generosity by serving others, not just selling products
Benefits
Additional Information
Organization/Business Overview: Endeavor Financial Group, an established financial services practice for Thrivent, is looking for candidates to grow with their team. By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career. If you have a heart for financial services, and a passion for helping others reach their financial goals, we'd like to connect with you. Organization/Business: Endeavor Financial Group Position Title: Support Advisor Reports to Title: Matt Crandall - Financial Advisor Positions that Report to this Position (if applicable): None Location of Position: Napoleon, OH or Van Wert, OH Role: Full-Time Position Summary: Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must. Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group.
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