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Customer Care Professional-Annuities, Licensed, Remote
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Full-time
high school
Medical Insurance, Vision Insurance, Dental Insurance, 401(k) Matching, Pension Plan, Paid Time Off
Posted 2d ago
~40 hrs/week
Remote in United States
Responsibilities
Provide a high-quality, non-scripted customer experience by owning calls from initial contact through to problem resolution. Assist clients with financial products including annuities, insurance, and mutual funds while maintaining high quality and first-call resolution standards.
Requirements
Requires a high school diploma and a FINRA Series 6 certification, with annuity experience and bilingual skills preferred. Candidates must be able to pass criminal and financial background checks and meet specific home internet requirements.
Full job description
This role isn't on the other end of a complaint line, and escalated callers are rare. Instead, you're empowered to provide a call experience that doesn't rely on a script, and you’ll own it from the first "Hello!" to problem resolution. Working on each unique call from beginning to end lets you focus on the details needed to find the right solutions and provide a superior call experience.
Each day, you will be helping people with similar values to your own to make the most of all they've been given. And your passion for serving others combined with integrity in your words and actions is essential to your success.
The calls
Building rapport with callers of diverse backgrounds is vital to accurately assess the situation and present potentially complex solutions. It requires quickly navigating multiple systems and at the same time engaging callers with clear, concise, and positive language as you gather relevant information.
We are passionate about the client experience. While Average Handle Time (AHT) is measured, we focus on quality and first-call resolution, while looking to minimize our processing time or after-call work so we can help more clients reach their desired goals.
An environment to launch your career
The calls you’ll work on daily are from individuals driven by a higher purpose and resonate with Thrivent's promise of helping people achieve financial clarity, enabling lives full of meaning and gratitude. That mentality is why escalated callers are few.
You'll step into a role with dedicated support from tenured teammates, structured and ongoing training, and regular meetings with your manager. Your professional development and career progression result from monthly coaching sessions, thought provoking and structured career advancement programs, and stretch opportunities.
It's a career with multiple paths for advancement, too. You have the opportunity to 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.
And with a track record of individuals advancing into new support and leadership roles across the organization, this role provides a starting point for growing at Thrivent. Some highlights include:
Starting at a competitive base salary of $25.00/hour ($52,000/year)
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.
Your 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!
And more!
Qualifications & Skills:
High school diploma or equivalent experience, post-Secondary education is preferred
Annuity experience 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
Bilingual in English and Spanish a plus!
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)
What to expect after completing your application:
The application process for this role consists of two parts – the application and a job skills assessment. This assessment must be completed within 48 hours of receiving the initial invite for your application to be considered. Please note, the assessment cannot be reset if you miss the 48-hour window to complete.
After submitting your application, you will receive a link by email inviting you to complete the self-paced skills assessment through our partner Modern Hire. The assessment invitation will be sent from "Thrivent Recruiting Team ([email protected])."
Both parts of the application process must be completed to be considered for this role.
Although you may not need the entire time, please allow 45 minutes to complete the assessment. The assessment will guide you through a series of questions that will evaluate job-related skills and strengths. This assessment must be completed within 48 hours of receiving the first invitation. Applications with missing or uncompleted assessments will not be considered in the hiring process due to a high volume of applicants.
If you do not receive the invitation email from "Thrivent Recruiting Team ([email protected])," try refreshing your inbox as emails may take up to 15 minutes to send. Check your spam and junk folders for an email from "Thrivent Recruiting Team ([email protected])." If the email was sent to spam, mark as “Not Spam” to ensure you receive all future emails related to your application. Confirm you applied with your correct email by logging into your candidate home here. You will need to reset your password or apply again with your right email if you didn’t the first time. If you applied for a similar role in last few months and already completed an assessment, no further action is needed from you and you won't receive an email.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. This role starts at a competitive hourly wage of $25.00. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: 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.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status,genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.
Where Money Means More ™
We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
Offices: 600 Portland Ave S., Suite 100, Minneapolis, MN 55415-4402, US · 4321 N. Ballard Road, Appleton, WI 54919-0001, US
We offer financial adviceinvestmentsinsurancebanking and generosity programs.FinanceInsuranceFinancial ServicesFinancial Exchanges
Where Money Means More ™
We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
Offices: 600 Portland Ave S., Suite 100, Minneapolis, MN 55415-4402, US · 4321 N. Ballard Road, Appleton, WI 54919-0001, US
We offer financial adviceinvestmentsinsurancebanking and generosity programs.FinanceInsuranceFinancial ServicesFinancial Exchanges