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Insurance Associate - Wisconsin Heartland Associates

Thrivent · Stoughton, WI · Full time

Posted Aug 27, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

You'd obtain member financial information for the sale of fixed insurance, fixed annuities and health products. How do you ask someone personal financial questions without it feeling intrusive?

What they are checking: The information-gathering skill that decides whether the sale is suitable

You'd facilitate or co-present product seminars and workshops. How do you present an insurance product to a room without it sounding like a pitch?

What they are checking: Whether they can present insurance products in an educational way rather than a sales pitch, because seminars that feel pushy drive people away.

You'd participate in business planning for the practice. What would you contribute to that?

What they are checking: Whether they would contribute ideas to growing the practice, because the posting expects involvement in business planning beyond servicing existing members.

What would you do

You'd counsel prospective and current members on insurance products and policies. Walk me through helping someone decide whether they need life insurance.

What they are checking: Whether they can guide a member through a life insurance decision clearly and honestly, because that conversation is the heart of the job.

You'd handle sensitive and highly confidential member communications. Where is the line on what you can share and with whom?

What they are checking: Whether they know what member information can be shared and with whom, because confidentiality matters especially in a small community where people know each other.

A member wants a product you do not think is right for them. What do you do?

What they are checking: Whether they put the member's interest ahead of a sale, because suitability rules and trust both depend on saying no when necessary.

About the work

This role gives licensed insurance support to a financial advisory practice in Stoughton. What licensed work have you done?

What they are checking: Whether they have done licensed insurance work before, because this role exists to provide licensed support the advisor cannot fully delegate otherwise.

What makes a recommendation suitable for a particular member, and how do you document that?

What they are checking: Whether they understand suitability and document it properly, because recommending products that fit a member's needs is both a legal and ethical requirement.

You'd open and complete insurance applications. What goes wrong on an application, and how do you prevent it?

What they are checking: Whether they know common application errors and how to prevent them, because mistakes can delay coverage or cause problems with underwriting later.

Which insurance licences do you hold, are they current in Wisconsin, and does the Stoughton location work for you?

What they are checking: Whether their insurance licenses are current in Wisconsin and whether the Stoughton location works, because both are firm requirements for the role.

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The full job description

As published by Thrivent.

This position provides insurance licensed financial and non-financial support to Wisconsin Heartland Associates. This position serves as a resource to Financial Advisors focused on fixed life, annuities and health insurance and, working with a Financial Advisor develops and implements business and marketing plans to acquire, cultivate, and retain members. Responsibilities may include prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members. The Insurance Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Financial for Lutherans is the sponsor for insurance licensure. Position Roles/Responsibilities/Accountabilities • Handle sensitive communications with members, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction • Facilitate and/or co-present insurance product specific seminars and/or workshops as necessary • Participate in business planning for the practice as needed • Counsel and advise prospective and current members on particular insurance products and policies for purchase • Open and complete insurance product applications • Obtain member financial information for the sale of fixed insurance, fixed annuity and health products • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts • Assist Financial Advisors in the preparation and follow up for the client/member meetings • Collaborate with Financial Advisors to assist members with fixed insurance, fixed annuity or health product changes • Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings • Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications • Previous administrative/secretarial experience desired • Must be insurance licensed/appointed in all states in which the candidate would be doing support work for Wisconsin Heartland Associates. • Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs of the sponsoring Financial Advisor. • Demonstrated customer service orientation/experience, 2+ years preferred • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions • Ability to maintain integrity of sensitive/confidential information • Basic understanding of Wisconsin Heartland Associates, our products and services, and Thrivent Financial Competencies • Planning/Organizing • Analytical thinker • Customer Focus • Communication • Interpersonal Skills • Teamwork and Collaboration • Adaptability/Flexibility External/Internal Dependencies • Must be able to work with all roles of the Wisconsin Heartland Associates. • Must be able to represent the organization in work with external clients • Must be able to cultivate and maintain relationships with outside organizations Compensation and Benefits • Base salary of $36,000, along with a percentage of commissions from sales generated revenue. As part of Wisconsin Heartland Associates recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. Pay Transparency 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 other status 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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