Responsible for creating, advancing and growing Everence relationships with individuals, churches/faith communities, conference and district leaders, and not-for-profit organizations. Expertise will be focused on stimulating and facilitating charitable interests and opportunities, and expanding the client’s use of Everence resources.
Responsibilities and duties
- Develop relationships and connect with persons/positions described in primary external relationships above for the purpose of:
- gaining insight about their objectives (their mission),
- identifying opportunities where Everence can serve as a partner in addressing their objectives,
- sharing relevant components of the Everence story that allows the Consultant to advance the opportunity to serve the prospect/client.
Routinely makes referrals for appropriate products and services
- to Everence advisors, other financial services staff for Financial products and services,
- Everence Federal Credit Union staff for banking CU services and,
- To external providers for non-Everence, non-financial services (e.g. consultants or other non-Everence services).
Diligently updates contact activity, meeting notes and related activities in CRM system
Responsible for the following activities in the market or an assigned territory or constituent group in service to churches and not-for-profit organizations (unless noted separately), under the leadership of Managing Director. Also works in conjunction with the leadership of the VP of Organization and Congregational Services and Stewardship Resources Team, who assist in the productive achievement of these activities and programs:
- Charitable services: connect and work with previous, existing and prospective donors and users of Everence Charitable Services resources
Church relations: build connections to and work with church leaders, including but not limited to pastors, advocates, stewardship leaders
- attract, sell and serve individual charitable service clients,
- increase market’s number of charitable accounts and grow Everence Charitable Services Assets Under Management,
- engage and build relationships with not-for-profit organizations and their leadership, for providing services to the NFP and its donors.
Member benefits: connect and work with corporate Member Benefits staff, local Chapter participants, pastors/advocates
- Endeavor to understand God’s call for the church/denomination,
- Assist church leaders in identifying opportunities where Everence can directly or by referral, partner with the church in addressing their missional call.
Become knowledgeable of, and participate in, church organizational structures (denomination/network/movement) and respective gatherings (conference, district, yearly meeting) staff, as called on by Everence and/or market leadership.
Multicultural: Possess a solid working knowledge of Everence multi- cultural initiatives and support available Everence services that respond to these groups.
Within each of the areas listed above (3.a-e), serve as the point person for providing education and information, as requested and appropriate.
- champions Chapter purpose, effectiveness and growth;
- presents and represents other member benefits as assigned/requested (ie debt counseling programs, etc.)
- effectively supports administration and distribution of grants and gift programs (ie. Sharing Funds, Everence scholarships, etc.);
- Bachelor’s degree or higher preferred.
- Emphasis on church ministry, fundraising or financial background is optimal.
- Interest in personal and organizational finance is essential.
- Willing to earn appropriate professional designations, such as Chartered Advisor of Philanthropy (CAP), etc.
- Charitable fundraising or church leadership (lay or licensed) or similar background preferred.
- Public speaking.
- Working in team settings.
- One to two years ear in cross-cultural environment and Bi-lingual (Spanish preferred).
- License(s): None required; CAP desired
Skills and Abilities:
- A relationship builder with strong networking and ability to build relationships of trust; strong verbal or written communications skills
- Good time and schedule management. Takes initiative, sets priorities and follows through. Good customer service ethic/responsive and follows up.
- Able to preach or speak on a variety of topics, as requested, and theological topics with preparation.
- Team player with Everence internal team and with church and non-profit leaders.
- Understanding or ability to learn and operate successfully within Christian church denominational and network structures, especially Anabaptist denominations/churches and faith community. Other denominations as appropriate for local market or assignment. Flexibility to accommodate a variety of Christian expressions.
- Commitment to the stewardship values, vision, and mission of Everence, along with a basic understanding of the Anabaptist faith tradition.
- Working knowledge of or ability to learn planned giving and gift/fund raising field of knowledge.
- Experience in and commitment to local congregation and/or broader church leadership.
- Ability to travel overnight.
Supervisory responsibilities: None; leadership and motivation of Stewardship Advocates and Local Everence Chapter leadership
Important working relationships
- Reports to Stewardship Development Specialist (or director designee).
- Works closely with other market team members including a collaborative relationship with Trust and Investment Advisors for charitable gift planning and structuring gifting plans and Everence advisors and planners.
- Resourced by Everence Stewardship Resource Team.
- Provides informal leadership, supervision and resourcing of volunteer advocates and chapter board members and volunteers.
Schedule: Part-time (50 percent time). May require overnight travel, depending on market.
Location: Philadelphia Market