Job Information
Thrivent Financial Relationship Manager - Insight Planning Group in San Diego, California
Title: Relationship ManagerReports to: Director of Dedicated Planning and Investment OperationsLocation: Temecula OfficeHours: Monday-Friday flexible hours between 7:00am – 5:00pm
Comp: $ 60-90k plus bonus
General Description
The Relationship Manager is critical for building trust and value with clients. They are responsible for overseeing client relationships within the practice for their dedicated group of clients. Position works closely with managed account clients and helps manage the Client Service Matrix (CSM). This includes sending out customized client communications, planning workshops and events and having meaningful touchpoints throughout the year.
Responsibilities
Utilize Salesforce Calling tree to coordinate/schedule appointments
Manages the CSM and effectively implements
Client point of contact for all service related items
Adjustments to client record in Salesforce as needed
Interact with clients to ensure a smooth/consistent client experience
Properly document in Salesforce client interactions and meetings
Finalize, submit, and track all client account and application paperwork
Gather and maintain customer suitability information
Completes electronic and paper service forms and new business applications
Show clients how to access their accounts and read statements
May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Other responsibilities as assigned by Lead Advisors or Director of Dedicated Planning and Investment Operations
Qualifications
Ability to work flexible hours depending on business needs
Minimum 2 years of experience in the investment industry or similar experience
Securities license (7/66 or 7/63 & 65) and Life, Health and Annuity license required
Strong communication and coordination skills
Ability to effectively manage relationships with clients and strategic partners
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Strong organizational skills in virtual work environment
Pay Transparency
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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.