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Regional Financial Sales Leader (Partner) - LA/Burbank/Riverside CA

Thrivent Financial
Los Angeles, California, United States

Date Posted: 12/17/2014
Categories: Financial Services/Insurance - Management
Job Type: Full-Time

Job Description:

Lead growth of a unique organization - and the rewards will follow


Find your next career with a unique, faith-based membership organization that strengthens Christian communities by helping our members be wise with money and inspiring them to live generously. If you have an entrepreneurial spirit, a highly collaborative work style and a passion for strengthening communities by helping others, this opportunity may be for you.


A partner candidate is a:

  • Player-coach who is passionate about helping others grow and excels at coaching and demonstrating.
  • Talent Magnet who draws people in by creating an environment in which people want to do their best.
  • Networker with a vast network of relationships through which to grow talent and build business.
  • High performer who models setting goals for self and consistently meets them.


In this role, you will:

  • Attract, recruit and select diverse talent.
  • Develop new financial representatives and support the launch of new financial representative practices.
  • Motivate veterans and team practices to grow productivity and engaged members.
  • Grow the Zone: Partner with the Community Engagement Leader, engage communities and represent Thrivent Financial throughout the zone.



  • Solid life, health, annuity producer with at least two years of experience and conference qualification
  • Previous relevant experience coaching and developing others.
  • Experience providing investment advice to be able to provide relevant coaching and support to new financial representatives.
  • Will and skill to commit to joint field work expectations.
  • Models, promotes and uses the Thrivent Financial Advice Process, SalesForce and other Thrivent tools and systems or willingness to learn to use and promote them.
  • Flexibility to travel within the RFO (may include overnight) and conduct business during evening hours.
  • College degree strongly preferred.
  • Professional designation or history of significant progress toward achievement preferred.
  • Clean background check and compliance record.



  • 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 regional financial office area.
  • Once FRs are assigned to this position, the partner will require securities registrations, state insurance licenses and appointments in all states where FRs are conducting business and receiving commissions.
  • Series 24 may be required in instances where principal back up to the RFO is necessary.



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