Associate

This is a fully remote position, open to applicants in Montana.

📋 Description

• Deliver licensed financial and non-financial assistance to Clearwater Financial Group.

• Act as a resource for Thrivent Financial for Lutherans Financial Advisors.

• Provide support for securities, investment advisory, fixed and variable life, health, and annuity products and services.

• Aid in the development and execution of business and marketing strategies aimed at acquiring, nurturing, and retaining members.

• Engage in prospecting and marketing, prepare cases and proposals, generate referrals, and foster community-building initiatives.

• Manage sensitive communications with members/customers and respond verbally and in writing.

• Facilitate and/or co-present seminars and workshops specific to products.

• Establish fund-selection criteria and monitor performance against indexes for WRAP accounts.

• Participate in business planning for practice operations.

• Advise prospective and current members/customers on appropriate financial products and investment advisory services.

• Open and finalize product applications.

• Conduct in-depth research and gather information for securities recommendations and investment advice.

• Collect member/customer financial and suitability information.

• Accept and/or enter securities trade orders, including unsolicited orders.

• Explain and interpret insurance coverage, assess exposures or policies, and offer recommendations.

• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.

• Support Financial Advisors with preparation and follow-up for member/customer meetings.

• Collaborate with Financial Advisors on client product modifications.

• Drive marketing initiatives including direct mail, fraternal activities, seminars, and meetings.

• Execute additional responsibilities as per licensure and business requirements.

⛳️ Requirements

• Previous experience in administrative/secretarial roles is preferred.

• Must hold securities registration (Series 7 & 66 or 6 & 63).

• Must be appropriately licensed/appointed for the sale of all life/health and variable products.

• Must have securities registration/insurance licensing/appointments in all states where support work for Clearwater Financial Group will be performed.

• Willingness to complete necessary state training to sell Long Term Care if required by the position or support needs.

• A minimum of 2 years of customer service experience is preferred.

• Ability to manage multiple tasks while maintaining high-quality work during frequent interruptions.

• Capability to uphold the integrity of sensitive and confidential information.

• Basic knowledge of Clearwater Financial Group, its products and services, and Thrivent Financial.

• Ability to collaborate with all roles within Clearwater Financial Group.

• Competence in representing the organization in interactions with external clients.

• Ability to build and sustain relationships with external organizations.

• Background verification is mandatory.

• Fingerprinting is required as part of the FINRA registration process.

🏝️ Benefits

• Equal Employment Opportunity without regard to protected characteristics.

• Reasonable accommodations for individuals with disabilities.