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Thrivent Guide - North Dakota
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| Job Number: | 24107311 | | Company Name: | Thrivent Financial | | Job Location: | Fargo, ND US | | Job Category: | Insurance |
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Thrivent Guide - North Dakota
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Thrivent Guide - North Dakota
Requisition ID 3742
Full/Part Time
Location Fargo, ND
Bismarck, ND
Description A Financial Guide is someone who serves the middle market population in a part-time capacity with Thrivent Financial for Lutherans. This position is an independent contractor and is contracted with Thrivent Financial For Lutherans, Thrivent Investment Management Incorporate and Thrivent Bank.
Expected Outcomes
?New member households
?Increased Persistency
?Increased Net Promoter Score
?Positive Member experience
?Effective service quality
?Professional development achieved as planned and funded by Thrivent Financial At Home.
Tasks
?Develop and implement a business and marketing plan to achieve desired results
?Acquire members
.Prospecting: Identifying Lutherans and others who would like to host parties
.Establishing an initial relationship coaching relationship with hosts
.Conduct parties
.Schedule appointments
?Develop members and prospects: Build awareness of how our programn fits their interest/needs
.Cultivating relationships - show benefits of membership
.Data gathering - fact-finding
.Identify problems to be solved by our program's products, and services
.Case, proposal preparation
.Offer solutions, advocate action
?Retain members: Build members who become promoters
.Anticipate potential future product needs of members
.Position repeat sales
.Generate hosts
.Recruit other Financial Guides as part of a down-line organization
.Refer members to other sources within Thrivent to meet product needs
?Ongoing professional development
Competencies
Sales Planning
.Establishes plans to accomplish specific results
.Establishes objectives to accomplish goals
.Leverages program processes established by Thrivent Financial At Home and provides feedback for program enhancements
.Coordinates resources
.Establishes and uses follow-up procedures Discovering Customer Needs
.Identifies and anticipates customers' needs
.Elicits ideas, feelings and perceptions from others
.Generates solutions that match customers' needs Negotiating to Close
.Recommends solutions to customers
.Overcomes objections by demonstrating benefits to customers
.Negotiates to a mutually beneficial outcome Relationship Building
.Interacts with others by developing and maintaining rapport
.Demonstrates interpersonal sensitivity toward others
. Values diversity and maintains organizational and individual relationships Communication
.Articulates messages and conveys ideas to an individual or a group through speech and writing
.Uses correct grammar and vocabulary
.Adjusts the type of communication to the situation and the audience
.Uses presentation support materials Innovative Thinking
.Recognizes and analyzes situations
.Determines logical courses of action based on available data
.Identifies and evaluates the risk associated with various alternatives
.Seeks new ways to accomplish goals through generating and applying new ideas
Team Collaboration
.Collaborates on common goals; shares ides, resources and knowledge
.Acknowledges others" contribution and efforts
.Works to reduce conflicts Personal Accountability
.Accepts responsibility for defining and achieving personal business goals
.Paces work activities to avoid burnout
Integrity
.Keeps promises made to oneself and others
.Follows through on commitments
.Communicates truthfully in all situations
.Maintains the client's trust by displaying a belief in the value of insurance and a concern for the client's needs
Resilience
.Takes proactive steps to generate new contacts on a continual basis
.Remains focused on goals despite obstacles or setback
.Perseveres and maintains a high tolerance against obstacles
Adopts well to change
Position Details
Employing/Contracting Agent The Financial Guide contract is a two-party contract\employment agreement between Thrivent Financial for Lutherans and the Financial Guide. Any of these two parties can terminate the contract\employment immediately.
Oversight Provided by Sponsoring Financial Guide and Thrivent Financial For Lutherans
Employment Status Independent Contractor of the society or part-time exempt employee of the society
Licensing State Life, Accident and Health licenses in all lines in all states they are conducting business and receiving commissions NASD Series 6 and 63.
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