[Remote] Customer Care Professional-Annuities, Licensed, Remote
Note: The job is a remote job and is open to candidates in USA. Thrivent is a company dedicated to helping individuals achieve financial clarity and live meaningful lives. They are seeking a Customer Care Professional to provide personalized service to clients, focusing on quality interactions and problem resolution. The role offers opportunities for professional development and career advancement within the organization.
Responsibilities
- Provide a call experience that doesn't rely on a script, owning each call from start to finish
- Build rapport with callers of diverse backgrounds to accurately assess their situations and present solutions
- Navigate multiple systems while engaging callers with clear and positive language
- Focus on quality and first-call resolution while minimizing processing time or after-call work
- Participate in structured training and onboarding for the products or programs supported, with regular mentoring
- Engage in monthly coaching sessions and career advancement programs
- Utilize interest in financial services to become an expert in products like annuities and insurance
Skills
- 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 September 21, 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)
- Annuity experience preferred
- Bilingual in English and Spanish a plus!
Benefits
- Up to 6 weeks of structured training and onboarding for the product or program you support, with a designated onboarding partner including regular mentoring.
- We provide stretch opportunities across the organization. Recent examples include recruiting/interviewing new talent, focus groups/roundtables to address business objectives, quality initiatives and launching new services.
- Clear guidelines and resources with no scripts! We support our Customer Care Professionals to be the best they can be, with an internal helpline, coaching and mentoring, and comprehensive documentation there whenever you need them.
- 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!
- 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’s plans/policies are subject to change at any time at Thrivent’s discretion.
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