Field Compensation Care Professional

About this role

This position serves as a primary resource for field members and home office partners on Financial Associate (FA) revenue, commissions, incentives, and production credit matters. The role provides guidance and support on compensation policies, relationship management policies, commission and production credit calculations, reporting, and incentive programs. Responsibilities include researching, interpreting, and communicating compensation outcomes, resolving complex compensation issues, and ensuring accurate application of compensation policies and processes.

This can be a remote position within the US.          

DUTIES & RESPONSIBILITIES: • Serve s   as a primary point of   contact for Financial Advisors and Field Leadership, providing compensation-related support through phone, email, and other service channels.  

• Respond s   to advisor inquiries by researching compensation questions, explaining policies and procedures, and resolving issues in   a timely   and   accurate   manner.  

• Process es   and   maintain s   advisor compensation split agreements, including creating, updating,   validating , and researching split arrangements.  

• Investigate s   compensation discrepancies by reviewing   transactions,   identifying   root causes, and coordinating resolution efforts with internal business partners.  

• Process es   compensation adjustments and corrections while ensuring adherence to   established   compensation policies, procedures, and controls.  

• Review s   new business submissions and related documentation to   validate   compensation-related data elements, including ownership, insured information, and advisor splits.  

• Identif ies   and escalate s   compensation setup or processing issues that could   impact   advisor payments, helping to minimize delays and payment inaccuracies.  

• Educate s   advisors on compensation programs, business rules, and common compensation scenarios to improve understanding and reduce repeat inquiries.  

• Maintain s   accurate   documentation of advisor interactions, research findings, and issue resolutions   in accordance with   departmental standards.  

• Support s   continuous improvement efforts by   identifying   trends, providing feedback on recurring issues, and   assisting   with updates to procedures and job aids.  

• Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.   ​    

• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to   our clients.  Shapes and/or supports a culture that   represents   the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients .  

Describe   below   the audience   this role will interact with   and level of influence   they will   have on those roles.   

Field Professionals (including Financial Advisors)   This role interacts extensively with Financial Advisors (FAs) and Office Professionals (Ops). Responsibilities include answering compensation-related questions,   assisting   with manual split setup, researching missing compensation transactions, and providing guidance through compensation scenarios so advisors can make informed decisions for themselves and their teams. The role also delivers training and education to new FAs and other field partners.  

Field Leaders   This role partners regularly with Field Leaders at all levels, including Group Vice Presidents (GVPs). Advisors often engage their Field Leaders when seeking   assistance   with compensation matters, requiring close collaboration to research issues and identify   appropriate resolutions .  

Field Compensation Operations and Reporting Teams   This role works closely with internal Field Compensation partners to resolve escalated advisor issues, process off-cycle payment requests, address reporting concerns, and fulfill ad hoc reporting and analysis needs.  

Contracting, Licensing, and Registration (CLR)   Frequent collaboration with the CLR team is essential. This role   assists   with advisor questions,   researches   compensation delays related to licensing and registration issues, and helps resolve data discrepancies and disputes   regarding   licensing status, effective dates, and compensation eligibility.  

Human Resources and Payroll   This role partners with Payroll and Human Resources teams to investigate and resolve compensation and paycheck-related inquiries. Many advisor questions require coordination between Field Compensation and Payroll to ensure   accurate   and   timely   resolution.  

New Business Team and Case Managers   This role works regularly with the New Business Team and Case Managers to address compensation impacts resulting from processing exceptions, operational issues, or transaction coding concerns. Collaboration helps ensure transactions are coded   correctly   and compensation is calculated accurately, while also resolving advisor inquiries and exceptions.  

Brokerage Team   This role partners with Brokerage to support advisor training and licensing requirements, as well as to research and resolve missing or incorrect compensation transactions related to brokerage business.  

Mutual Fund Customer Service   This role collaborates with Mutual Fund Customer Service representatives to investigate advisor inquiries   regarding   missing compensation payments, payment calculations, and transaction-related compensation concerns.  

Life Contract Change Team   This role works closely with the Life Contract Change team to resolve compensation issues   impacting   advisors and to process manual compensation situations resulting from policy changes, contract updates, and other servicing activities.  

QUALIFICATIONS & SKILLS:   Required:      

• High School diploma.  

• 1 to 2 years related work experience.  

• Excel

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