Quick Overview
Salary
€20/hr
Work Type
Hybrid
Level
Mid Senior
Job Description
Summary Thomas Brooke is an independent financial advisor of Thrivent Financial.
We take a broad-based approach to helping our clients achieve multiple financial
goals. Thomas helps clients analyze their current situation, develops in-depth
financial programs, and helps them implement an integrated financial strategy.
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.
Position summary: The Marketing Specialist position is responsible for
coordinating overall marketing strategy with the practice. The Marketing
Specialist reports to and is employed by Thomas Brooke. This is a 1099 position
working 10-15 hours a week. Compensation is $20/hr. Must reside in the Quad
Cities to be considered as you will need to be local to complete the necessary
job tasks. Job Description Position Roles/Responsibilities/Accountabilities Plan
and coordinate practice led events Coordinate overall marketing strategy for the
practice Attend all client events greeting clients as they arrive Track RSVPs
prior and manage all event follow up Oversee all practice social media Interface
with contacts to coordinate meetings, mailings, and other communications Update
CRM with client contact and preference information Update CRM systems as needed
Answer all incoming calls and disperse them and any messages appropriately
Maintain internal mailing lists, birthday card lists, and monthly calling lists
Support the lead advisor with variety of functions and tasks Position
Qualifications Previous experience in customer service or marketing role Strong
communication and interpersonal skills Strong technical computer aptitude and
knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability
to learn Basic understanding of our products, services, and Thrivent Financial
Competencies Planning/Organizing Client Focus Communication Relationship
building Interpersonal Skills Teamwork and Collaboration
Adaptability/Flexibility External/Internal Dependencies Must be able to work
with all roles of the <> Must be able to represent the organization in work with
external clients Must be able to cultivate and maintain relationships with
outside organizations Compliance and Regulatory As part of Thomas Brooke's
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. At Thrivent, we believe money
is a tool, not a goal. Driven by a higher purpose at our core, we are committed
to providing financial advice, investments, insurance, banking and generosity
programs to help people make the most of all they’ve been given. At our heart,
we are a membership-owned fraternal organization, as well as a holistic
financial services organization, dedicated to serving the unique needs of our
customers. We focus on their goals and priorities, guiding them toward financial
choices that will help them live the life they want today—and tomorrow. For over
100 years, Thrivent has been helping people build their financial futures and
live more generous lives. Today, it’s a Fortune 500 company that offers a full
range of expert financial solutions, serving more than 2 million customers, as
well as the communities in which they live and work. Thrivent fosters a diverse
workforce to serve our diverse clientele, reflecting a wide range of backgrounds
and experiences. If you’re intrigued about our work and the possibility of
becoming part of it, we invite you to visit Thrivent.com to learn more. You
won’t just build a career; you’ll be part of an organization focused on growing,
innovating, and serving.
Skills
Microsoft Word
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