Join Thrivent and make a meaningful difference in people’s lives as a Client Success Advocate – Annuity Specialist! This fully remote position offers a rewarding career path where you’ll leverage your communication skills and passion for helping others to guide individuals toward financial clarity and security through our annuity products. Based remotely, you’ll be an integral part of a supportive and growth-oriented team dedicated to providing exceptional client experiences.
Overview
You’re not just answering phones; you’re empowering individuals who share your values to achieve their financial goals. As a Client Success Advocate, you’ll be the voice of Thrivent, providing empathetic and expert support from the initial greeting to complete resolution. You’ll have the autonomy to navigate each call uniquely, focusing on understanding individual needs and delivering tailored solutions. Our environment fosters a positive and purpose-driven atmosphere, where you’ll connect with clients who are seeking a brighter future.
Your ability to build rapport with diverse callers is paramount. You’ll skillfully gather information, navigate multiple systems, and communicate complex concepts with clarity and positivity. While we track key metrics like Average Handle Time, our primary focus is on quality interactions and first-call resolution, minimizing after-call work to maximize client success. You’ll be part of a team that believes in exceeding expectations and creating a truly supportive experience for every client.
A Launchpad for Your Career
This role is an excellent starting point for a fulfilling and progressive career within Thrivent. You’ll benefit from robust support systems, including experienced team members, structured training, and regular check-ins with your manager. Our commitment to professional development is evident through monthly coaching sessions, career advancement programs, and opportunities to broaden your skill set.
You’ll have the chance to specialize in financial services, becoming a true expert in our annuity products, alongside health insurance, life insurance, mutual funds, and beneficiary claims. Thrivent has a strong track record of promoting from within, offering pathways into new support and leadership roles.
Here’s what awaits you:
- Competitive starting salary of $25.00 per hour ($52,000 per year).
- Comprehensive training program (up to 8 weeks) with a dedicated onboarding partner and regular mentorship.
- Opportunities to contribute to the organization through initiatives like recruiting, focus groups, quality improvements, and new service launches.
- Clear guidelines and extensive resources – no scripts! – with an internal helpline, coaching, mentoring, and readily available documentation.
Your Benefits
Thrivent is committed to your well-being and future. Our comprehensive benefits package includes:
- Medical, vision, and dental coverage.
- Generous 401(k) matching (up to 6%) and a company pension plan.
- 4 weeks of paid time off and 12 paid holidays.
- Up to 20 hours of volunteer time off to support the communities we serve.
- Corporate gift matching up to 3:1.
- No nights or weekends!
- And much more!
Qualifications & Skills
- High school diploma or equivalent; post-secondary education is preferred.
- Prior experience with annuity products is a plus.
- Successful completion of the FINRA Series 6 exam within 90 days of hire/transfer.
- Proven ability to navigate complex customer interactions and achieve resolution.
- Adaptability and a proactive approach to embracing change and contributing to continuous improvement.
- Training schedule: 8:00 a.m. – 4:30 p.m. Central, Monday through Friday.
- Post-training work schedule: Full-time, Monday through Friday, 9:30 a.m. – 6:00 p.m. (CST).
Application Process
The application process involves two steps: completing the application form and a job skills assessment via our partner, Modern Hire. You’ll receive an email invitation from “Thrivent Recruiting Team ([email protected])” with a link to the assessment. Please allow approximately 45 minutes to complete the assessment. Ensure you check your inbox (and spam/junk folders) for this email.
If you haven’t received the invitation, please refresh your inbox. If the email went to spam, mark it as “Not Spam.” You can also confirm your application and reset your password by logging into your candidate home here. If you’ve applied for a similar role recently and completed an assessment, no further action is required.
Pay Transparency
Thrivent is dedicated to attracting and retaining top talent through competitive compensation. This Client Success Advocate role starts at a competitive hourly wage of $25.00 (approximately $52,000 per year). Your final compensation will be determined by factors such as location, experience, skills, business needs, and market demand.
Our comprehensive benefits package includes various bonuses, medical, dental, and vision insurance, a health savings account, a flexible spending account, a 401(k) with pension options, life and accidental death coverage, disability insurance, supplemental protection, 20 days of paid time off, sick and safe time, 10 paid company holidays, volunteer time off, paid parental leave, an Employee Assistance Program (EAP), and well-being benefits. Eligibility for these benefits is subject to plan/policy terms, which are subject to change.
Equal Opportunity Employer
Thrivent is an Equal Employment Opportunity (EEO) employer and is committed to providing a workplace free from discrimination. We celebrate diversity and are committed to creating an inclusive environment for all employees and applicants.
We Encourage You to Apply!
Even if you don’t meet every qualification, we encourage you to apply! We’re looking for enthusiastic and dedicated individuals to join our friendly team.
