Description
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.**This position has the ability to work remotely.
Job Duties and Responsibilities
- Complete service forms
- Navigate other business areas to complete tasks
- Identify proactive ways to support practices
- Support application preps
- Data entry into advice tools
- Identify and provide service solutions for members and field partners
- Support other product and marketing specific tasks as needed
- Keying data entry efficiently and accurately with proficiency in typing/keyboard is required. Polished phone demeanor, tone and etiquette are required
- Flexibility 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 plus
- 1 or more years customer services experience.
- High level of efficiency with strong attention to detail
- Strong verbal and phone skills required
- Experience 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 systems
- Ability to maintain integrity of sensitive/confidential information
- FINRA SIE, Series 6 required or obtained within 90 days of hire/transfer.
Other Critical Factors
- Positive attitude and willingness to grow
- Comfortable with change
- Self-motivated and driven
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.
