Engagement Leader - Eastern IA
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Key skills for this role
Key Skills for This Role
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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 leveraging 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 Thrivent Member Network to create opportunities for advisors to connect with members and prospective members, leading to advisor appointments from engagement activities.
Build awareness 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
Advisors
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.
- 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.
About Thrivent
Financial services providing advice, insurance, investments, and banking.
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