Launch Specialist

Launch Specialist

Requirements

• Bachelor’s Degree or equivalent experience required.
• 3+ years of industry experience preferred; experience in sales, driving results, coaching, facilitation, presentation, conflict management and collaboration. Understand the role of the Financial Advisor and the proficiencies and activities required for success
• Experience organizing and prioritizing multiple projects and staff relationships.
• Experience working both independently and, in a team-oriented, collaborative environment is essential.
• Proficiency in Microsoft Office suite and ability to learn other software systems (Salesforce, etc.)
• Reacts to and has ability to pivot during project adjustments, shifting priorities, demands, timelines and alterations promptly and efficiently. Flexible during times of change.
• Conflict management skills, including being persuasive, encouraging, and motivating. Skills to elicit cooperation from a wide variety of sources and knowing when to escalate.
• Strong written and verbal communication skills as well as customer service skills.
• Demonstrate enthusiasm for the career and for Thrivent.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

Responsibilities

• Owns and maintains the effective execution and continuous improvement of the Associate Representative role and the first two months of the new Financial Advisor (NFA) launch and onboarding process for the Advisor Growth COE. Ensure consistency across Thrivent Advisor Groups (TAGs) by execution of the Launch SOPs and other resources.
• Establishes strong relationships with the NFAs as a key resource during their first 6 months. Maintain open communication and regular check-ins to evaluate progress and needed support. (The Launch Specialist checks in 1-2 times during the timeframe of licensing and then meets daily with an Associate Representative (AR) for the first two weeks of Advisor Foundations training with the TAG’s entire class and then moves to weekly one/one through Foundations continuing till the end of month 6).
• Coaches to a model work week for each NFA and monitors progress and results. Approves timecard entries and communicates overtime as outlined in the LS Timecard SOP.
• Monitors candidates’ performance metrics as reported in the Launch Dashboard and verifies for accuracy. Continually coaches performance to target levels during Associate Representative one/one meetings. During Advisor Foundations, the Launch Specialist monitors and coordinates check point conversations and recommends corrective action to leadership as applicable.
• Tracks progress through the formalized training period and provides consistent reports to leadership through B2E, email and conversation. Prepare insights related to launch metrics to leadership team; seeks to understand any issues in the process and works with leaders to find solutions. Provides coaching to field leaders around Foundations calendars, the Foundations syllabus, performance metrics, joint fieldwork (JFW) processes, Team Sponsored Launch (TSL) onboarding, Integrity Selling, Home and Office support. Attends and presents at the COE Matrix meeting to ensure complete understanding of the candidates and Licensing Trainee progress as they approach the Associate Representative role.
• Manage Thrivent Advisor Group call rallies. Coordinates presenters, coaching, breakout rooms, and reporting. Will also coordinate company-wide call rallies.
• Manages and maintains the JFW program. Coordinates schedules and facilitates communication and JFW between NFAs, veteran FAs/and appropriate leadership. Ensures JFW coverage by hosting open office hours and communications with Field Leadership.
• Guides Associate Representatives and NFAs through the onboarding process by acting as the liaison to leaders and resources to ensure an effective onboarding experience within a matrix environment.
• Collaborate with Advisor Group leaders and staff to maintain a quality new advisor launch experience and bring forward best practices for team discussion for potential implementation.
• Models Thrivent’s Leadership Competencies – Model the Way, Rally the Team, and Deliver Outcomes by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.

Preferred Qualifications

• 3+ years of industry experience preferred; experience in sales, driving results, coaching, facilitation, presentation, conflict management and collaboration. Understand the role of the Financial Advisor and the proficiencies and activities required for success.