Regional Development Director

Thrivent Financial For Lutherans Rock Hill , SC 29730

Posted 2 months ago

Summary

Markets to include: Rock Hill, Greenville, New Port, Fort Mill & Columbia SC, and Charlotte, NC (South)

The Successful Regional Development Director:

  • Grows his/her market by attracting high quality, diverse talent into financial representative (FR) roles

  • Ensures new FRs are given the tools, resources and knowledge needed in order to be successful in their new role.

Job Description

Attract, Recruit and Select Diverse Talent

  • Create and implement a recruiting strategy to grow capacity by attracting and cultivating quality, diverse FR candidates in focus market.

  • Execute a plan to recruit quality talent by spending focused time developing trusting relationships within broad and diverse networks, leveraging centers of influence and obtaining referrals from FRs for quality, diverse talent

  • Partner with other Thrivent leaders/key stakeholders to develop capacity plan.

  • Collaborate with assigned recruiter and leverage his/her expertise in recruiting and selection systems.

  • Actively manage a pipeline of high quality, diverse candidates,

  • Conduct selection interviews and assess candidates for high probability for success.

  • Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.

Develop New FRs and Support the Launch of New FR Practices

  • Demonstrate mastery of the Thrivent Financial Advice Process (Connecting with members, data gathering, case analysis, taking action and asking for referrals) and be able to model and coach on all elements.

  • Conduct high levels of joint field work (approx 3 days per week) as scheduled by new FRs to observe and offer feedback, and help with case prep as needed.

  • Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.) during the sales process.

  • Be available to FRs to develop their goals and conduct meetings with new FRs to discuss progress toward their goals, analyze what's working and not working and ways to overcome challenges and issues.

  • Be available to FRs to develop/execute a marketing plan to achieve their goals that leverage relationships within their natural market, referrals and communities.

Collaborate with Others

  • Inform and communicate with leadership team regarding FR (new and vet) progress toward goals and success.

  • Facilitate connections between new FRs and vet FRs to provide additional joint field work experiences or practice experiences for new FRs

  • Connect with corporate resources to stay informed of best practices or changes that directly impact recruiting, launch and vets

  • Demonstrate ability to use technology effectively with FRs to assist in coaching and training

  • Build a plan with the Community Engagement team and others to develop and implement a plan to grow the region, and identify communities or congregations within the region on which to focus, using generosity and other marketing programs.

  • Build and maintain relationships with leaders within the Christian Community and centers of influence.

Manages Region

  • Engages in business planning to set strategy for region and to determine how to meet goals

  • Provides leadership and coaching to region team

  • Develops a healthy culture within the region, enabling good results and ensuring a culture of excellence in the region

  • Work with the Community Engagement team and others to develop and implement a growth plan, and identify key markets on which to focus.

  • Build and maintain relationships with leaders within the Christian Community and centers of influence.

Characteristics of Ideal Candidate

  • Drives for Results: strives for success, and takes ownership of zone's performance

  • Passionate about Attracting and Developing Others: passionate and enthusiastic about attracting and developing others; gains professional satisfaction from the success of others and being a source of help

  • Adaptable: flexible, agile and amenable

  • Courageous: willingness to take risks and do what needs to be done to grow individuals and the zone

  • Credible: Seen as an expert in what it takes to be a successful FR, both in sales process/methods and systems/technology

Minimum Requirements:

  • Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc).

  • Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed.

  • Previous experience in attracting others.

  • Will and skill to commit to joint field work expectations.

  • Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FR success.

  • Licensing:

  • FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

  • State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.

  • State securities registered and insurance licensed and appointed in all states that comprise the RFO area.

  • Once FRs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FRs are conducting business and receiving commissions.

  • Satisfactory background check and clean compliance record.

  • Flexibility to travel within the region (may include overnight) and conduct business during evening hours.

  • Must have own automobile to use for business purposes.

  • Demonstrated track record of satisfactory performance.

Strongly Preferred:

  • Four year college degree strongly preferred.

  • Professional designation or history of significant progress toward achievement preferred.

Key Dependencies and Relationships:

  • Regional Leadership Team; vet FRs; new FRs; RFO staff; corporate recruiting, launch and practice management teams.
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Regional Development Director

Thrivent Financial For Lutherans