Customer Care Professional-Annuities, Licensed, Remote jobs in United States
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Thrivent · 8 hours ago

Customer Care Professional-Annuities, Licensed, Remote

Thrivent is a company dedicated to helping people achieve financial clarity and live meaningful lives. They are seeking a Customer Care Professional for their Annuities department who will provide a superior call experience, helping clients navigate complex solutions with integrity and clarity. This role offers opportunities for professional development and career advancement within the organization.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Provide a call experience that doesn't rely on a script, owning it from the first 'Hello!' to problem resolution
Build rapport with callers of diverse backgrounds to accurately assess situations and present solutions
Navigate multiple systems while engaging callers with clear, concise, and positive language
Focus on quality and first-call resolution while minimizing processing time or after-call work
Utilize interest in financial services to become an expert in products and programs like annuities, health insurance, life insurance, mutual funds, and beneficiary claims
Participate in structured and ongoing training, regular meetings with your manager, and monthly coaching sessions
Engage in stretch opportunities across the organization, including recruiting/interviewing new talent and quality initiatives

Qualification

FINRA Series 6Annuity experienceComplex customer interactionsBilingual in EnglishSpanishContinuous improvementCustomer service skills

Required

High school diploma or equivalent experience, post-Secondary education is preferred
FINRA Series 6 required
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

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