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Americans are living longer but old age often may bring increasing disability many older seniors need help with everyday activities like bathing, dressing ...
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For your reference, we have included the original job posting below.
Partner - Southwest WI
Job Number:
24107556
Company Name:
Thrivent Financial
Job Location:
Madison, WI US
Job Category:
Insurance
Partner - Southwest WI
Partner - Southwest WI Requisition ID 3848 Full/Part Time Location Madison, WI Description This position is accountable for the overall performance of the area and financial representative group within the regional financial office, including the key activities, responsibilities, and accountabilities identified below and such others as the managing partner may designate from time-to-time. The partner is accountable for growing net capacity, member engagement, and revenue/ABC's, by leading and guiding the performance of launch or production managers (if assigned), team based practices, and financial representatives in the area. 1. Attract talent ? Attract and develop successful financial representatives and assist in developing potential front line leaders. ? Assist in recruiting financial representatives and conducting interviews. 2. Manage talent and supporting functions ? Drive vertical accountability through one-on-one's with direct reports and assigned new financial representatives. ? Conduct joint field work with financial representatives to increase effectiveness and promote the Thrivent Advisory Process. ? Assist/coach financial representatives in activities such as business planning, book management, and practice management. ? Attend and participate in regional financial office leadership team meetings and regional financial office meetings. ? Coordinate with regional financial office support functions (recruiting, supervision, MELs, etc.) with emphasis on business development.
3. Plan and allocate resources ? Review market data and develop strategy and tactics for maximizing market opportunity within assigned geography. ? Drive activity in area within regional financial office through use of vital statistics (i.e., number of appointments, effectiveness of the sales process and average ABCs per household). ? Leverage corporate marketing programs to enhance local engagement - building on Meaningful Contact Initiatives (MCI). 4. Engage with community and conduct public relations ? Build and maintain personal relationships with Lutheran community leaders. ? Support the integration of fraternal activities into area distribution. Position Qualifications . Series 7, 63 & 65 or 66, state insurance license and company appointed in all lines and in all states that comprise the regional financial office. . The Series 24 is required within 90 days of assuming the position. . Series 7, 63 & 65 or 66, state insurance license and company appointed in all lines and in all states that comprise the regional financial office. Once financial associates are assigned for coaching/mentoring, it will require the senior partner/partner to obtain securities, state insurance licenses and appointments in all lines and in all states where the associate is conducting business and receiving commissions. . CLU, ChFC, CFP and/or CLF designation strongly preferred. . College degree and/or equivalent experience in the financial services industry. . Strong leadership, management and sales experience in the financial services industry. . Membership in the National Association of Insurance and Financial Advisors (NAIFA) or National Association of Fraternal Insurance Counselors (NAFIC) and GAMA required. Membership in the Society of Financial Services required based on eligibility. . Insurable under both the Society's applicable fidelity bond and errors and omissions coverage. . Ability to effectively travel around the assigned geographic area. . Occasional commercial travel for meetings, conferences and training. . Demonstrated history of sound personal finances. Competencies Grow Self ? Demonstrates the will and skill to learn additional/and new technical skills; especially in Investment Advisory area. ? Strong verbal or written communication skills. ? Models effective teamwork. ? Holds self accountable and follow through on promises and commitments. ? Persists and focuses during times of ambiguity. ? Demonstrates emotional maturity through self-awareness, resilience and demonstrated commitment to continuous personal development. Grow Others ? Leads, coaches and inspires others through change. ? Provides effective and timely feedback and coaching. ? Holds others accountable through performance plans, one-on-one's, and mid and year-end written performance reviews. ? Builds and manages high-performing teams. ? Inspires people to develop to their full-potential. ? Communicates the "big picture" vision for Thrivent and the regional financial office and builds a strategy to ensure delivery. ? Advocate for the Thrivent Financial Advisory Process and its consistent use by every financial representative. Grow the Business (Thinks and acts strategically) ? Assists in developing plans for the regional financial office to deliver an enhanced member experience and drive member engagement ? Seeks to improve regional financial office and Thrivent profitability and align with member needs. ? Employs fact-based thinking to make decisions, understand results and implement corrective actions. ? Creates an attractive, high-performance environment. Grow the Business (Gets Results) ? Focuses on results and execution in building capacity, engagement, and revenue through retention, sales and advice ? Leverages and modifies systems to better drive and monitor the business. ? Challenges the status quo and seeks to continually improve business results. ? Effectively manages change. External / Internal Dependencies Promote an effective working relationship with: . Members of the Appleton Operations Center and Minneapolis Corporate Center . Regional Financial Offices . Lutheran community leaders and other organizations . Team members . Other organizations in the Financial Services Industry and professional organizations
