This role requires taking ownership of issues, collaborating with departments to resolve errors, and clearly communicating product-specific information to FAs, support staff, and other stakeholders.
- DUTIES & RESPONSIBILITIES:
Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO).
Research &resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes, correcting errors, and gatheringadditionalinformation as needed.Collaborate with external companies to ensure forms are in good order (IGO)
Efficiently navigate over 40 systems to accurately process applications and service forms, minimizingthe need foradditionaloutreach to representatives and clients
Facilitate money movement for internal and external productson behalf of the FA/Client, ensuring accuracy and compliance
Proactivelycontact clients to gather information,provide remindersto the client tocomplete various applications/forms,assistinconversations with external companies and clientsto verify form accuracy, gatheradditionaldetails,andcomplete required paperwork
Understand and apply back-end and front-end processes across all product lines to ensure seamless handling of transactions
Reviewexternal company statements to inputaccuratedata for financial planning
This role engages with a diverse audience across the organization.Key interactions include Financial Advisors and Office Professionals in the field, as well as internal teams.While most interactions are with individual contributors and managers, the role requires the ability to collaborate across varying levels of the organization.
TheFieldPracticeSolutionsSpecialist is expected to address undefined problems with limited information, applying evaluation, judgment, and analytical skills. They contribute toidentifyingrecurring issues, streamlining inefficient processes, and implementing solutions to reduce costswhile enhancing field and client satisfaction. Effective communication is critical, requiring the ability to resolve conflictsandinspire action.
QUALIFICATIONS & SKILLS:
Required:
2+ years ofdiverse experience in the financial industrywith in-depth experience with one or more financial products (Mutual Funds, Brokerage, Investments, Annuity, Life, Health) and supporting systems
Excellent interpersonal skills, with strong written and verbalcommunicationand high attention to detail. Able to clearly communicate with diverse audiences across the enterprise
Demonstrates adaptability in a dynamic, fast-changing environment
Maintains integrity of sensitive and confidential information
Ability toestablishrapport andbuild relationships with external and internal customers and coworkers
Ability toanticipatecustomer needs with insights from industry best practices
Strongproficiencyin navigating multiple systems
Preferred:
Flexibility toworka schedule based on business needs. Schedules do not typically fluctuate; however, there are times where it may change
Proven ability toindependentlyproblem-solveand research client and field-related issues with minimal direction
Field Practice Solutions (Field Practice Solutions Specialist)
- FINRA SIE, Series 6requiredor obtained within 12 months of hire/transfer.
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 otherstatus 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 [email protected] or call 800-847-4836 and request Human Resources.
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