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Office Professional
Thrivent Financial
Nashville, TN, United States
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Summary
Organization/Business Overview:
Tim Lampley, an independent financial services representative of Thrivent Financial, is looking to add to his team with a part-time Office Professional in his Nashville, TN location. This position will start at 8 hours per week and has potential to increase hours based on business results. Tim takes a customized approach to helping Thrivent members achieve multiple financial goals. See the difference as Tim helps his members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
Position Qualifications
• You will be scheduling and confirming client appointments for this team – you are comfortable and confident over the phone
◦ Friendly and helpful demeanor
• Ability to maintain integrity of sensitive/confidential information
◦ Handling and properly documenting sensitive communications with client/members, and respond in an effective and timely manner to ensure customer satisfaction
• Strong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), and data-base Salesforce, and other related CRM (desired).
• Opportunity to coordinate client events, workshops and seminars, and to participate in client events and volunteer opportunities
• Desire to learn more about our products, services, and Thrivent Financial
• Additional responsibilities will be assigned in accordance with business needs
Traits we Value:
• Exceptional customer support - our clients notice and see the difference
• Self-directed and resourceful
• Innately organized
• Strong work ethic; prompt, dependable - professional and personal integrity
• You are aligned with Thrivent's unique value and mission
As part of the recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process and for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.