Associate Customer Care Professional-Annuities, Licensed, Remote jobs in United States
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Thrivent · 4 hours ago

Associate Customer Care Professional-Annuities, Licensed, Remote

Thrivent is a company focused on helping people achieve financial clarity and live meaningful lives. The Associate Customer Care Professional role empowers you to provide a superior call experience by navigating complex customer interactions and finding the right solutions. You will receive extensive training and support to develop your skills and advance your career within the organization.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Provide a call experience that doesn't rely on a script, and own it from the first "Hello!" to problem resolution
Help people with similar values to your own to make the most of all they've been given
Build rapport with callers of diverse backgrounds to accurately assess the situation and present potentially complex solutions
Quickly navigate multiple systems while engaging callers with clear, concise, and positive language as you gather relevant information
Focus on quality and first-call resolution, while minimizing processing time or after-call work
Use your interest in financial services to become an expert in products and programs like annuities, health insurance, life insurance, mutual funds, and beneficiary claims unique to Thrivent
Participate in structured and ongoing training, and regular meetings with your manager
Take part in monthly coaching sessions, structured career advancement programs, and stretch opportunities across the organization

Qualification

Annuity experienceFINRA Series 6Complex customer interactionsBilingual in EnglishSpanishContinuous improvementCustomer service

Required

High school diploma or equivalent experience
Successfully complete FINRA Series 6 exams within 90 days of hire/transfer for Annuities product
Experience navigating complex customer interactions from support through to resolution
Ability to welcome change and contribute to continuous improvement in a fast-paced work environment
Ability to work: Training (beginning May 4th, 2026): 8:00 a.m. – 4:30 p.m. Central, Monday through Friday for training duration
After Training: Work a full-time schedule between the hours of 9:30 a.m. – 6 p.m. (CST), Monday through Friday
Remote work requirements: private, secure, distraction-free work area which must include reliable power and hard-wired internet connection via ethernet to router/modem
Internet speed minimum requirements: 30 mbps download/10 mbps upload
The ability to pass a background check (criminal and financial)

Preferred

Post-Secondary education is preferred
Annuity experience preferred
Bilingual in English and Spanish a plus!

Benefits

Comprehensive medical, vision, and dental (we care about your health)
401(k) matching up to 6% & a pension plan (we also care about your future financial well-being beyond a career with us)
4-weeks of PTO + 12 paid holidays (take care of yourself so you can take care of our clients)
Up to 20 hours of volunteer time off (help the people we serve and the communities we foster)
Corporate gift matching 1:1 (where you donate, we’ll donate)
No nights or weekends!

Company

Thrivent

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Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Funding

Current Stage
Late Stage

Leadership Team

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Teresa Rasmussen
President & CEO
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Kelly Baker
Executive Vice President, Chief Human Resources Officer
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Company data provided by crunchbase