Qureos Mentor

Thrivent

<p></p><div>The Senior Engagement Leader, Virtual Advice (SEL) is an experienced professional who provides leadership, strategy development and execution of engagement offerings, relationship development, and support to Virtual Advice Advisors through coaching, training, and business development efforts.<br>
<br>
The SEL brings Thrivent&rsquo;s Community Impact programs and resources to life in growth hub markets and throughout the entire Virtual Advice channel. By working with Virtual Advice advisors, Virtual Advice leaders, COE partners, and TAG Engagement Teams, they bring Thrivent&rsquo;s financial clarity and generosity resources into action in local communities.
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The SEL demonstrates proficiency at providing training, consultation, and resources to new, experienced, and transitioning (Path to Field) Virtual Advice advisors, resulting in deepening relationships with existing clients, increasing the utilization of membership benefits, and leveraging client experience offerings. They build engagement strategies both in partnership with local engagement teams and uniquely for the Virtual Advice channel.<br>
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They build partnerships with community organizations, churches, and local non-profit and business networks to strengthen Christian communities and grow awareness and connection to Thrivent. They are proficient with the systems, processes, and playbooks for the execution of the Engagement Leader role, supporting a consistent and reliable advisor experience.
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The SEL exhibits best practices in all areas of the Engagement Leader role so they can be a leader and role model, coaching others in the role. They are recognized as a strong leader and partner by their aligned sales channel colleagues, demonstrated through appropriate integration into the business functions of the market such as leadership meetings, market meetings and community partnerships. They demonstrate willingness to take on stretch assignments to contribute to the matrix work within Growth and Generosity, Distribution and other prioritized Enterprise initiatives or partners.<p><br>
</p><p></p><div><div><p><b>DUTIES &amp; RESPONSIBILITIES:</b></p></div></div><div><p>
This role entails strategic execution of three main areas:</p></div><div><div><ul><li><p><b>
Drive </b><b>Impact</b></p></li></ul></div><div><ul><li><p>
Increase awareness of Membership programs with clients and communities. Partner with advisors to help them raise awareness of Thrivent with their clients and communities by leveraging Membership programs.</p></li><li><p>
Develop and activate strategic partnerships with organizations in the region(s), including churches, non-profits, and business networks to build opportunities for engagement.</p></li><li><p>
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 practice growth priorities.</p></li><li><p>
Develop centers of influence relationships in communities to grow awareness of Thrivent and opportunities to join the movement.</p></li></ul></div><div><ul><li><p><b>
Deliver Value to </b><b>Clients</b></p></li></ul></div><div><ul><li><p>
Build engagement plans which help Thrivent clients connect with the activities of the Thrivent Member Network</p></li><li><p>
Leverage Membership programs to build client engagement strategies to deepen client engagement and growth.</p></li><li><p>
Activate members to become advocates of Thrivent.</p></li></ul></div><div><ul><li><p><b>
Grow </b><b>Sales</b></p></li></ul></div><div><ul><li><p>
Build engagement strategies in partnership with field leaders with input from Thrivent Member Network board to grow prospective members who are more aware of Thrivent and connect them to membership with Thrivent through the Thrivent Member Network and Membership programs.</p></li><li><p>
Invest Membership resources in ways that grow and engage Thrivent membership.</p></li><li><p>
Create and execute strategic plan for Thrivent Member Network resulting in growth of membership.</p></li><li><p>
Integrate Thrivent enterprise growth priorities into engagement strategies &ndash; for example, new program rollout, sharing career opportunities, promoting enterprise resources such as Thrivent Charitable, Money Canvas, Thrivent Bank, etc.</p></li></ul></div><div><p><br>
 </p></div></div><div><div><p>This role may interact with:
</p></div><div><ul><li><p>Field Leaders</p></li><li><p>
Advisor Group Operations Leaders</p></li><li><p>
Experienced advisors</p></li><li><p>
Marketing leaders</p></li><li><p>
Membership leaders</p></li></ul></div></div><p></p><div><div><p><b><br>
QUALIFICATIONS &amp; SKILLS:</b></p></div></div><div><div><p><i>
 </i><b>Required:</b></p></div><div><ul><li><p>
Bachelor&rsquo;s degree or commensurate experience</p></li><li><p>
5-7 years in an engagement role or related experience</p></li><li><p>
Excellent communication skills</p></li><li><p>
Experience and comfort with presenting, and facilitating meetings</p></li><li><p>
Exceptional planning/organizing skills including proficiency with Microsoft Office tools and CRM tools (Salesforce)</p></li><li><p>
Ability to travel up to 50% and ability to flex- schedule to work evenings and weekends occasionally</p></li><li><p>
Remote, hybrid work with in-person meetings</p></li><li><p>
Must have proper home office environment to conduct remote work. This includes suitable high speed internet to conduct the business of the role.</p></li></ul></div></div><div><div><p><b>
Preferred:</b></p></div><div><ul><li><p>
Knowledge of the financial services industry</p></li><li><p>
Experience collaborating in a matrix organization</p></li><li><p>
Knowledge of small business strategy and marketing</p></li><li><p>
Enthusiasm for building relationships and networking</p></li></ul></div></div><p><br>
</p>Pay Transparency<br>
<p></p>
Thrivent&rsquo;s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $85,613.00 - $115,830.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.<br>
<p></p>
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.<br>
<p></p>
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent&rsquo;s plans/policies are subject to change at any time at Thrivent&rsquo;s discretion.<p></p><p><i><br>
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, </i><i>sex</i><i>, gender identity, sexual orientation,</i><i> pregnancy, </i><i>national origin, age, disability, marital status, citizenship status, military or veteran status,</i><i> </i><i>genetic information, or any </i><i>other</i><i> </i><i>status </i><i>protected by applicable local, state</i><i>,</i><i> or federal law. This policy applies to all employees and job applicants.</i></p><p></p><p><i>
Thrivent is</i><i> committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation</i><i>, </i><i>please let us know by sending an email to </i><i>human.resources@thrivent.com</i><i> or call </i><i>800-847-4836</i><i> and request Human Resources.</i></p><p></p>
#Remote</div>

Sr Engagement Leader

<div><p><b>Summary</b></p><p></p>
Pacific Legacy Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Pacific Legacy Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
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Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. 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 client activities we support, and the resources we provide to the Christian community and nonprofit organizations.<br>
<br>
Position summary:<br>
This position provides administrative support to the Pacific Legacy team. This role is critical to our client experience and requires a friendly, upbeat demeanor. This individual will support the daily operations of the practice, including, but not limited to: Case prepping client meetings, preparing client meeting summary letters, using Copilot &amp; other Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Professional reports to and is employed by Pacific Legacy Group.
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Pay range is $23/hr - remote 1099 position.<p></p><p><b>
Job Description</b></p><p></p><p><b>
Position Roles/Responsibilities/Accountabilities</b></p><ul><li>
Handles incoming telephone calls to Pacific Legacy Group and responds to requests for information</li><li>
Using Microsoft OneNote and existing Pacific Legacy systems to complete the following:<ul><li>
Keep calendar full and organized</li><li>
Help manage new business and call clients with updates to keep the flow of business moving</li><li>
Manage review meetings with brokerage clients to ensure each client gets 2 meetings per year</li><li>
Manage tasks in OneNote</li></ul></li><li>
Prepare meeting prep for each meeting, 3 days prior to the appointment</li><li>
Update meeting report and client profiles after each meeting</li><li>
Prepare meeting summary letter to be approved, and emailed to each client within 48 hours</li><li>
Upload notes to Salesforce client profile</li><li>
Completes other miscellaneous tasks as assigned</li></ul><p></p><p>
 <b>Position Qualifications</b></p><ul><li>
Experience using AI/Copilot to leverage efficiency in the workplace</li><li>
Previous administrative/secretarial experience desired</li><li>
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn</li><li>
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions</li><li>
Ability to maintain integrity of sensitive/confidential information</li><li>
Basic understanding of our products, services, and Thrivent Financial</li></ul><p><b>
Competencies</b></p><ul><li>
AI/Copilot experience</li><li>
Planning/Organizing</li><li>
Client Focus</li></ul><ul><li>
Communication</li><li>
Interpersonal Skills</li><li>
Teamwork and Collaboration</li><li>
Adaptability/Flexibility</li></ul><p></p><p><b>
External/Internal Dependencies</b></p><ul><li>
Must be able to work with all members of the team</li></ul><p><br>
As part of Pacific Legacy Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.</p><p></p><p><i>
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm&rsquo;s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.</i></p><p></p>
#Remote</div>

Office Professional

<p></p><div>The Market Developer is responsible for providing sales mentorship, practice guidance, and joint field work to increase productivity and total sales for advisors and other sales roles in the area. They serve as the primary support person for new advisors within their first year and offer supplementary support throughout their first four years. The Market Developer ensures that clients receive purpose-based advice by providing training, case consultation, and mentorship, working side-by-side with new advisors and other sales associates. This role will foster a culture of excellence, compliance, and client-centric service, ensuring that advisors are equipped with the knowledge, skills, and resources needed to succeed. It is critical in retaining financial advisors and sales roles by helping them get off to a productive start in their new careers.<p><br>
</p><p></p><p><b>DUTIES &amp; RESPONSIBILITIES:</b></p><p></p><div><p><b>
Launch </b><b>N</b><b>ew </b><b>F</b><b>inancial </b><b>A</b><b>dvisors</b><b> into Teams:</b></p></div><div><ul><li><p>
Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation, consultation, and delivery.</p></li></ul></div><div><ul><li><p>
Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.</p></li></ul></div><div><ul><li><p>
Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps and opportunities to grow.</p></li></ul></div><div><ul><li><p>
Help financial advisors to develop/execute marketing plans that leverage relationships within their natural market, referrals, and communities.</p></li></ul></div><div><ul><li><p>
Advise financial advisors as to what activities will enable them to achieve their sales goals.</p></li></ul></div><div><ul><li><p>
Serve as an extension of the field training team to enable the development and execution of advisor training deliverables.</p></li></ul></div><p></p><div><p><b><br>
Foster Growth within Existing Teams:</b></p></div><div><ul><li><p>
Support existing practices to launch client facing sales roles directly on to their team.</p></li></ul></div><div><ul><li><p>
Create an onboarding approach to fit the development path within the team.</p></li></ul></div><div><ul><li><p>
Communicate consistently with the existing team and leadership on strengths and development gaps.</p></li></ul></div><div><ul><li><p>
Work closely with the team to connect support and core training needs to deliver purpose-based advice.</p></li></ul></div><p></p><div><p><b><br>
Collaborate with Others:</b></p></div><div><ul><li><p>
Work with market and area leadership to support referrals for talent.</p></li></ul></div><div><ul><li><p>
Directly influence market and area plans to drive total sales growth.</p></li></ul></div><div><ul><li><p>
Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals.</p></li></ul></div><div><ul><li><p>
Facilitate connections with experienced financial advisors to provide additional joint field work and support.</p></li></ul></div><div><ul><li><p>
Leverage matrix partners to stay informed of best practices or changes that directly impact new financial advisor launch.</p></li></ul></div><p></p><div><p><b><br>
Market Leadership:</b></p></div><div><ul><li><p>
Work with the Community Engagement team to execute financial advisor growth plans.</p></li></ul></div><div><ul><li><p>
Execute a plan to develop quality talent by spending focused time understanding the development needs of the advisors, staying up to date on processes and systems and working closely with matrix partners for support.</p></li></ul></div><div><ul><li><p>
Conduct selection interviews and assess candidates as needed in support of the market director.</p></li></ul></div><div><ul><li><p>
Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.</p></li></ul></div><div><p><br>
 </p></div><div><p><b>QUALIFICATIONS &amp; SKILLS:</b></p><div><p><b><i>
 Required:</i></b></p></div><div><ul><li><p>
Four-year college degree strongly preferred.</p></li></ul></div><div><ul><li><p>
Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.</p></li></ul></div><div><ul><li><p>
Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.</p></li></ul></div><div><ul><li><p>
Professional designation or history of significant progress toward achievement preferred.</p></li></ul></div><div><ul><li><p>
Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote and demonstrate usage of tools as needed.</p></li></ul></div><div><ul><li><p>
Ability to utilize technology effectively to coach and train new financial advisors.</p></li></ul></div><div><ul><li><p>
Will and skill to commit to joint field work expectations.</p></li></ul></div><div><ul><li><p>
Licensing:</p></li></ul></div><div><ul><li><p>
FINRA Series 7, 63/65 or 66 required or obtained within 90 days.</p></li></ul></div><div><ul><li><p>
State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.</p></li></ul></div><div><ul><li><p>
State securities registered and insurance licensed and appointed in all states that comprise the market or are aligned to specific financial advisors that are assigned.</p></li></ul></div><div><ul><li><p>
Satisfactory background check and clean compliance record.</p></li></ul></div><div><ul><li><p>
Flexibility to travel within the region (may include overnight), up to 50%, and conduct business during evening hours.</p></li></ul></div><div><ul><li><p>
Must have own vehicle to use for business purposes.</p></li></ul></div><div><ul><li><p>
Demonstrated track record of satisfactory performance.</p></li></ul></div></div><p></p><p><br>
</p>Pay Transparency<br>
<p></p>
Thrivent&rsquo;s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $104,000 - $130,000, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.<br>
<p></p>
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.<br>
<p></p>
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent&rsquo;s plans/policies are subject to change at any time at Thrivent&rsquo;s discretion.<p></p><p><i><br>
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, </i><i>sex</i><i>, gender identity, sexual orientation,</i><i> pregnancy, </i><i>national origin, age, disability, marital status, citizenship status, military or veteran status,</i><i> </i><i>genetic information, or any </i><i>other</i><i> </i><i>status </i><i>protected by applicable local, state</i><i>,</i><i> or federal law. This policy applies to all employees and job applicants.</i></p><p></p><p><i>
Thrivent is</i><i> committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation</i><i>, </i><i>please let us know by sending an email to </i><i>human.resources@thrivent.com</i><i> or call </i><i>800-847-4836</i><i> and request Human Resources.</i></p></div><p></p>

Market Developer

<p></p><div>Under general supervision, this position provides general technical and operational support and knowledge for functions related to the bank&rsquo;s consumer loan processing and servicing operations functions and home equity servicing operations. This role will ensure loan servicing activities are performed accurately and in compliance with internal policies and procedures within the Consumer Loan Operations team. This position will require working in the Operation Center Office in Appleton, WI as needed.<p><br>
</p><p></p><p><b>DUTIES &amp; RESPONSIBILITIES:</b></p><div><div><ul><li><p>
Create and review consumer loan closing packages to ensure compliance with regulatory and bank lending policy.</p></li></ul></div><div><ul><li><p>
Complete loan maintenance items within various systems including but not limited to file maintenance, lien releases, loan payoff quotes, satisfactions, subordinations, and fee adjustments.</p></li></ul></div><div><ul><li><p>
Accurately enter new loan data into the bank&rsquo;s core processing system for accurate collateral tracking, repayment method and reporting.</p></li></ul></div><div><ul><li><p>
Meet quality and productivity standards and perform in a fast-paced loan production environment.</p></li></ul></div><div><ul><li><p>
Responsible for accurate disbursements of loan proceeds, including payoffs, general ledger entries, and check disbursements.</p></li></ul></div><div><ul><li><p>
Accountable for responding to verbal and written inquiries from internal and external clients in accordance with department procedures.</p></li></ul></div><div><ul><li><p>
Process payoffs, loan payments and returned loan payments.</p></li></ul></div><div><ul><li><p>
Reviews various scheduled reports, as assigned, for exceptions, errors, auditing, and to perform maintenance transactions.</p></li></ul></div><div><ul><li><p>
Models Thrivent&rsquo;s leadership competencies &ndash; courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
</p></li></ul></div><div><ul><li><p>Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent&rsquo;s trust and reputation remain strong with its clients.
</p></li><li><p>This role will require working directly with the bank&rsquo;s internal and external clients to accurately manage all requests in a confidential and timely manner according to service level agreements and standard operating procedures.</p></li><li><p>
This role also requires strong partnerships and communication between the Personal Banking Team to ensure we are delivering the best experience for our clients with the onboarding of new consumer loans.</p></li></ul></div></div><p></p><div><div><p><br>
 <b>QUALIFICATIONS &amp; SKILLS:</b></p><p></p><div><div><p><b><i>
 Required:</i></b></p></div><div><ul><li><p>
High School/equivalent or an associate degree preferred</p></li></ul></div><div><ul><li><p>
One year banking operations experience required with customer service experience preferred</p></li></ul></div><div><ul><li><p>
One year customer service experience required with banking operations experience preferred</p></li></ul></div><div><ul><li><p>
Strong communication (written and verbal), interpersonal and customer-service skills</p></li></ul></div></div><p></p><div><div><p><b><i><br>
Preferred:</i></b></p></div><div><ul><li><p>
Demonstrate excellent problem resolution skills</p></li></ul></div><div><ul><li><p>
Ability to coordinate multiple tasks simultaneously</p></li></ul></div><div><ul><li><p>
Bank operations platform experience preferred</p></li></ul></div><div><ul><li><p>
Ability to work accurately, both independently and as part of a team, with interruptions to meet deadlines</p></li></ul><p></p><p><b>
Additional Information</b></p><ul><li><p>
This position requires you to be able to work on-site in Appleton, WI in a hybrid working structure with some remote flexibility.</p></li></ul></div></div></div></div><p></p><p><br>
</p>Pay Transparency<br>
<p></p>
Thrivent&rsquo;s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $19.80 - $26.79 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.<br>
<p></p>
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.<br>
<p></p>
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent&rsquo;s plans/policies are subject to change at any time at Thrivent&rsquo;s discretion.<p></p><p><i><br>
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, </i><i>sex</i><i>, gender identity, sexual orientation,</i><i> pregnancy, </i><i>national origin, age, disability, marital status, citizenship status, military or veteran status,</i><i> </i><i>genetic information, or any </i><i>other</i><i> </i><i>status </i><i>protected by applicable local, state</i><i>,</i><i> or federal law. This policy applies to all employees and job applicants.</i></p><p></p><p><i>
Thrivent is</i><i> committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation</i><i>, </i><i>please let us know by sending an email to </i><i>human.resources@thrivent.com</i><i> or call </i><i>800-847-4836</i><i> and request Human Resources.</i></p></div><p></p>

Consumer Loan Ops Rep-Bank, Hybrid

Join Thrivent and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Thrivent

About Company

Sr Engagement Leader

Office Professional

Market Developer

Market Developer

Consumer Loan Ops Rep-Bank, Hybrid