Financial Advisor - Book Opportunity - Bloomington, IL

COUNTRY Financial • Bloomington, IL

10h

About The Position

We’re looking for an experienced insurance professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial® products and services. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial® Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made. The Premiums and AUC indicated above are the estimated amounts. These amounts may change and are not guaranteed. Future value/size will depend on the strategies, tactics, and efforts of the agent, in addition to external factors including but not limited to pricing trends in the marketplace, competitive intensity, consumer preferences, client relationships, etc. Farm Certifications are done annually in January. If marked “Yes”, the agent must obtain certification the following January as a condition of the agent’s contract. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Requirements

• Entrepreneurial and self-motivated
• Goal-driven with track records of business growth in the insurance and or financial services industry
• Strong communicators with excellent business acumen
• Committed to building and maintaining solid connections between their efforts and their rewards
• Focused on achieving professional success through securing clients’ trust
• Passionate about making positive impacts in their communities
• Series 6/63 licenses
• Passed SIE
• Life/Health State Insurance License
• Property/Casualty State Insurance License

Nice To Haves

• Accredited Asset Management Specialist (AAMS)
• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP)
• Chartered Financial Consultant (ChFC)
• Bachelor’s Degree
• 2+ years of experience in the insurance and or financial services industry
• 5+ years of business ownership or managerial experience

Responsibilities

• Grow business with existing and prospective clients
• Diversify their income through multiple product lines beyond financial services
• Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services
• Educate clients and prospects about our products and services
• Collaborate with COUNTRY Financial® Insurance Agents to secure business
• Establish an office and build a staff
• Conduct financial solution seminars
• Manage their schedules to balance their careers and personal interests

Benefits

• Opportunities to earn performance-based global trips and financial rewards
• Access to continued learning and marketing resources
• Corporate office support
• Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees