The Practice Support Specialist will support multiple Financial Professionals practices by completing applications, forms, advice tools, client support etc. These tasks will require a general knowledge of products such as Mutual Funds, Annuities, Life & Health Insurance. The PSS will possess a passion to serve others and can establish rapport, build relationships and loyalty with external and internal customers as well as coworkers.

         

          

Job Duties and Responsibilities

Complete service formsNavigate other business areas to complete tasksIdentify proactive ways to support practicesSupport application prepsData entry into advice toolsIdentify and provide service solutions for members and field partnersSupport other product and marketing specific tasks as neededKeying data entry efficiently and accurately with proficiency in typing/keyboard is required. Polished phone demeanor, tone and etiquette are requiredFlexibility to work a schedule based on business needs.  Schedules do not typically fluctuate; however, there are times where it may change.Has a passion to serve others.  Ability to establish rapport, build relationships and loyalty with external and internal customers as well as coworkers.

Required Job Qualifications

High school diploma/GED required college degree a plus1 or more years customer services experience.High level of efficiency with strong attention to detailStrong verbal and phone skills requiredExperience with business tools (e.g.Microsoft Word, Excel, Adobe and Salesforce)In-depth experience with one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systemsAbility to maintain integrity of sensitive/confidential informationFINRA SIE, Series 6 required or obtained within 90 days of hire/transfer.

Other Critical Factors

Positive attitude and willingness to growComfortable with changeSelf-motivated and driven

              

Pay Transparency

 

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $20.88 - $28.25 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

 

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

 

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.