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@thrivent.com
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1 phone found area 612
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Dawn Benko is listed as Wealth Coach at Entirety Wealth Solutions, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at thrivent.com, phone signal with area code 612, and a matched LinkedIn profile for Dawn Benko.
Dawn Benko previously worked as Co-Founder, COO, Wealth Coach at Entirety Wealth Solutions and Financial Associate at Thrivent Financial. Dawn Benko holds Chartered Financial Consultant from The American College Of Financial Services.
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AeroLeads found 1 current-domain work email signal for Dawn Benko. Compare company email patterns before reaching out.
I am an energetic, passionate, servant leader seeking to change lives through guiding individuals and families to be wise with money and inspiring them to live generous lives.MY ROLE:I am known for positively inspiring my clients; challenging them to reach their financial goals while being a valuable resource to strengthen Christian communities.SEEKING NEW CLIENTS:I am seeking new clients whom want to take control of their financial house. • What if you were to become ill or disabled? What if you live too long, or too short?As a financial associate with Thrivent , and part of the Keystone Group I have the opportunity to turn these “what-ifs” into a plan to protect your loved ones.We are seeking to meet and connect with people who want to prepare for the unexpected and to plan for their future: purchase of a new home, send children or grandchildren to college, turn your retirement assets into a retirement stream of income, or to prepare your legacy - our team is here to guide you.WHY THRIVENT?We believe money is a tool, not a goal. Our national, membership-owned organization of Christians offers a unique blend of faith, finances, and generosity. With a full range of financial products and services, we will help people create a strategy that reflects their values, provides for their families, and protects their future. OUR GOALS:• Providing financial guidance that connects faith and finances.• Helping our members to be wise with money, live generously and change lives.• Strengthening churches or other groups they care about in their community.LET'S TALK:✉ Dawn.Benko@Thrivent.com☎ 952.447.1090 x 1105
Listed skills include Leadership, Business Coaching, Practice Management, Operational Efficiency, and 8 others.
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Shakopee, Minnesota, United States
Taking a 360-degree approach to your entire wealth. We exist to have an impact on our clients'' lives. WE do this through education, holistic wealth coaching and living generous lives. Our clients'' best interest are at the heart of every decision.
As a Partner and recruiter, I coach and develop financial advisors to work with families and individuals in the Christian Community. Thrivent has proven systems and processes to give you the support to help you learn how to successfully build these skills.I work diligently to bring talented professionals to our team of financial representatives. I’m blessed to work for an organization that aligns faith and finance in a way that makes the world a better place. I’d love to hear from you!I provide oversight of several small businesses, i.e. the financial representative's (FRs) practice. I positively impact FRs lives and indirectly support thousands of members’ lives, directly influence the health and welfare of dozens of communities and support the growth and strategy of my region in Southern Minnesota.As a Thrivent Financial advisor, you will:• Have the freedom of working independently. You will run your own business with support of leaders and mentors. • Help Christians meet their financial goals by executing our proven advice sales process with prospective and existing members. • Explore with members the many ways their money choices can reflect their values.• Help members feel comfortable and confident with their finances.Successful Thrivent Financial advisors are effective at:• Making approaches to get appointments. This is done by leveraging existing relationships, holding workshops, and marketing their services. • Inspiring others to take action by closing sales through analyses of unique situations. This includes creating a written recommendation based on the member’s needs, budget and goals.• Maintaining ongoing relationships with members.
Developed and implemented an operational effectiveness program specific to the needs of our organization. The program is designed to drive both efficiency and effectiveness to the overall operations of the regional office resulting in lower overall operational unit cost, and increase in capacity to execute the foundational functions of the regional office: Recruiting, Launch, Vet Productivity and Community Engagement. Increased the effectiveness of field sales leaders and regional offices through application of the organizational effectiveness cycle. Consulting began with the Divisional Vice Presidents and then engaging the regional team in the operational effectiveness process to: align the regional office staff / structure, ensure core process implementation, and guide the leadership team to appropriately manage their time.
Created client experience and educational program to assist them in reducing college expenses.
Designed and implemented training classes (virtual, CBT and in person) for the financial advisor curriculum. DESIGNED AWARD-WINNING CLIENT MANAGEMENT SYSTEMS• Redesigned and implemented the Client Service Model program• Participant on the design and training team for the Dream Book, STREAMLINED PROCESSES LEVERAGING LEAN SIX SIGMA• Design team member for a streamlined operational process to reduce cycle time of reviews and reporting using a lean six sigma approach• New Advisor Trainer/ Plan Production Unit - designed and performed classroom training on financial planning concepts, financial planning tools, chart interpretation and written advice plans• Quality of Advice Department – Reviewed written financial plans to ensure high level of quality of advice and suitabilityAWARDS• Recipient of the Quality Chairman’s Award, 2002 – build a quality of advice system to ensure clients were receiving high quality and suitable recommendations • Received the Excellence Award for Dream Book Project
Throughout the decades, The American College of Financial Services has served as the premier educational institution dedicated.
Activities and Societies: Volleyball, Track, Cheerleadiing, Speech
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Dawn Benko works for Entirety Wealth Solutions.
Dawn Benko is listed as Wealth Coach at Entirety Wealth Solutions.
AeroLeads has found 1 work email signal at @thrivent.com for Dawn Benko at Entirety Wealth Solutions.
AeroLeads has found 1 phone signal(s) with area code 612 for Dawn Benko at Entirety Wealth Solutions.
Dawn Benko is based in Greater Minneapolis-St. Paul Area, United States while working with Entirety Wealth Solutions.
Dawn Benko has worked for Entirety Wealth Solutions, Thrivent Financial, and Ameriprise Financial.
You can use AeroLeads to view verified contact signals for Dawn Benko at Entirety Wealth Solutions, including work email, phone, and LinkedIn data when available.
Dawn Benko holds Chartered Financial Consultant from The American College Of Financial Services.
Dawn Benko is listed with skills including Leadership, Business Coaching, Practice Management, Operational Efficiency, Comprehensive Financial Strategies, Retirement Planning, Finra Series 7, and Insurance.
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