Janice Mowen Email & Phone Number

Chicago, Il, Us

As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. I am currently… Show more As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. I am currently licensed in AZ, CO, FL, IL, IN, MI, MN, PA, TN, TX, and WI. Show less

As a Fortune 500 not-for-profit membership organization, Thrivent helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.

I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that's customized for you. From… Show more I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that's customized for you. From strategies to help you grow your assets to preparing for retirement, I'll help you make informed decisions to stay on track with your goals.Thrivent.com/fr/janice.mowenThrivent.comFor Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Show less

Active client contact and customer support on a daily basis – Liaison with financial institutions, such as broker-dealer, mutual fund companies and third party administrators – Processes brokerage account and retirement plan account paperwork - Reviews all applications to ensure accuracy and completeness, - Calendar management - Preparation of client presentations and correspondence – Responds to compliance administrative needs – Analysis and interpretation of client data – Ability to handle… Show more Active client contact and customer support on a daily basis – Liaison with financial institutions, such as broker-dealer, mutual fund companies and third party administrators – Processes brokerage account and retirement plan account paperwork - Reviews all applications to ensure accuracy and completeness, - Calendar management - Preparation of client presentations and correspondence – Responds to compliance administrative needs – Analysis and interpretation of client data – Ability to handle multiple projects simultaneously – Flexible to a changing environment - Able to prioritize work load for urgency – Detail-oriented - Excellent customer service, organizational and computer skills Show less

Active client contact and customer support on a daily basis – Liaison with financial institutions, such as broker-dealer, mutual fund companies and third party administrators – Processes brokerage account and retirement plan account paperwork - Reviews all applications to ensure accuracy and completeness, - Calendar management - Preparation of client presentations and correspondence – Responds to compliance administrative needs – Analysis and interpretation of client data – Ability to handle… Show more Active client contact and customer support on a daily basis – Liaison with financial institutions, such as broker-dealer, mutual fund companies and third party administrators – Processes brokerage account and retirement plan account paperwork - Reviews all applications to ensure accuracy and completeness, - Calendar management - Preparation of client presentations and correspondence – Responds to compliance administrative needs – Analysis and interpretation of client data – Ability to handle multiple projects simultaneously – Flexible to a changing environment - Able to prioritize work load for urgency – Detail-oriented - Excellent customer service, organizational and computer skills Show less

Established relationships with clients – Gathered and analyzed client data – Developed strategies to assist clients with their financial goals – Implemented the strategies the client selected – Monitored the plan according to the agreed upon dates

Part-time sales

Financial Seminar Host and Speaker – Prospects client through Financial Seminars & Mailers – Execution of new business and trade orders – Assist Certified Financial Planner – Office Manager

Financial Seminar Host and Speaker – Prospects client through Financial Seminars & Mailers – Execution of new business and trade orders – Assist Certified Financial Planner – Office Manager

Well rounded background in training, operations and consumer affairs – Skilled in developing department budgets and creating department objectives – Situational leadership management style – Strong organizational and communication skills with attention to details – Experienced in writing and delivering presentations for executive and clients meetings – Proficient in Microsoft Excel and Word Programs – Strong negotiation skills

Associate Of Science (As), Business Administration And Management, General, 3.5

Certificate In Personal Financial Planning

Dental Hygiene/Hygienist,

Activities and Societies: Sigma Kappa Sorority and Saluki Shakers

High School, General Studies