Job Information
Thrivent Financial Engagement Leader - Philadelphia in Pennsylvania, United States
The Engagement Leader (EL) is a relationship development professional who provides local leadership, planning and execution of community and business development through:
Community engagement and activation activities in partnership with Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks
Strategic relationship development with local organizations
Coordinated community growth and development efforts with local field leaders
The EL leverages Thrivent’s community impact programs, focused on building financial health and inspiring generosity, to enable local relationship development, drive business growth and have a positive impact on community. The EL provides consultation and support resources to new and experienced Thrivent Financial Advisors, partnering with them to grow their networks and deepen relationships with their clients and community members, leveraging Thrivent’s community impact programs, tools, and resources. The EL works with advisors to develop an engagement plan that leverages Thrivent’s membership and community impact programs to differentiate their business in their community and drive stronger business and community impact results. This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and deepen client and community relationships.
The EL builds relationships with community leaders and their organizations, churches, and local non-profit and business networks to strengthen Thrivent’s community impact outcomes and business results within the local market. They are proficient with the systems, processes, and playbooks for the execution of engagement and partnership activities, supporting a consistent and reliable experience for advisors and local community partners.
DUTIES & RESPONSIBILITIES:
This role entails strategic execution of three main areas :
Drive Impact
Increase awareness of Thrivent’s Community Impact and Membership programs with clients and communities. Partner with advisors to help them raise awareness of Thrivent with their clients and communities by leveraging Membership and Community Impact programs.
Develop and activate strategic partnerships with organizations in the region(s), including churches, non-profits, and business networks to build opportunities for engagement.
Align impact strategies with growth strategies of the field by partnering with field leaders to develop and deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities.
Develop centers of influence relationships in communities to grow awareness of Thrivent and opportunities to tell Thrivent’s story
Deliver Value to Clients
Support advisors in building a client and community engagement plan l everag ing Thrivent’s membership and community impact programs and engagement strategies to grow their network, deepen their client relationships and differentiate their business in their local community.
Build and execute community engagement plans , with local advisors, that help Thrivent clients connect with the activities of the Thrivent Member Network
Work with and through advisors to activate clients to become advocates of Thrivent and their local advisor practice .
Grow Sales
Build local engagement strategies in partnership with local market field leaders
Execute the local activities of the T hrivent Member Network to create opportunities for advisors to connect with members and prospective members , leading to advisor appointments from engagement activities .
Build aware ness of Thrivent in local communities with Thrivent’s Membership and Community Impact programs.
Raise awareness of the advisor career opportunity through engagement activities
Integrate Thrivent enterprise growth priorities into local engagement strategies – for example, new program rollout, sharing career opportunities, promoting Thrivent programs such as Thrivent Charitable, Money Canvas, Church Finance, Thrivent Bank, etc.
This role may interact with:
Field Leaders
Advisor Group staff
A dvisors
Marketing leaders
Membership leaders
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree or commensurate experience
3 or more years of related work experience
Excellent communication skills
Experience and comfort with presenting and facilitating meetings.
Experience and comfort with remote and hybrid work to support in-person meetings and events
Exceptional planning/organizing skills including proficiency with Microsoft Office tools and CRM tools (Salesforce)
Ability to travel up to 50% and ability to flex- schedule to work evenings and weekends occasionally
Must have proper home office environment to conduct remote work. This includes suitable high speed internet to conduct the business of the role.
Preferred:
Knowledge of the financial services industry
Experience in sales development or community development.
Demonstrated ability to build, activate and leverage networks.
Demonstrated ability to influence others for goal achievement .
Highly connected in Christian community represented in the market as well as strong relationships within the local business and non-profit community .
Community engagement experience and enthusiasm for building relationships
Bi-Lingual (English/Spanish) preferred in specific markets.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $64,161.00 - $86,806.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
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.