Virtual Financial Advisor

About the RoleThe Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent clients, deliver tailored recommendations, and helping clients take action to enhance their financial well-being.This role proactively connects with Thrivent clients by making outbound calls to schedule and hold appointments with clients via phone, shared screens, and video. Additionally, a portion of client interactions and meetings will come from referrals.Through pre-planned, well-structured appointments, the Virtual Advisor will delve into clients' personal situations, previous Thrivent experiences, financial goals, and current financial standing - all with the goal of empowering clients to take action to improve their financial well-being.Virtual Advisors hired in locations that are deemed as Growth Markets, will have the opportunity to primarily wo