Virtual Financial Sales Advisor - Remote

Job Description

Virtual Financial Advisor
Orlando, FL

Bring your skills to a deeply purposeful, financially rewarding career

Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent, you’ll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith.

As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent’s robust advice framework, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being.

This role focuses on re-engaging existing Thrivent clients—many of whom have not recently worked directly with a financial professional—by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You’ll also have the opportunity to engage and serve your own natural market.

Supported by Thrivent’s commitment to community engagement and a collaborative team
environment, you’ll gain a strong foundation in sales and client service. Within 18-24 months, you’ll be equipped to join a local team or build your own practice with our support.

This is a remote role. You’ll meet with clients virtually using tools like Microsoft Teams and Zoom. You’ll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding, so you will need to be within a commutable distance of Orlando, FL.

Your Success; Our Blueprint

Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

Role Description

As a Virtual Financial Advisor at Thrivent, you’ll:

• Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity.

• Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith.

• Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.

• Have access to a large existing client base with the ability to also help your friends, family and natural market.

• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided.

• Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.

What You Bring

Our culture and our people are special. Whether you’re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re:

• Self-disciplined, independent and driven to succeed.

• Motivated by helping others and seeing them achieve their goals, not just selling products.

• A natural coach or guide with strong interpersonal skills.

• Positive, energetic and results oriented.

• Collaborative and excited to contribute to your team.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales,