Financial Advisor - Moline, IL

COUNTRY Financial•Moline, IL

About The Position

COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. They are independent contractors who run their own businesses with support from COUNTRY Financial. Advisors diversify income across financial services and other product lines, educate clients and prospects about products and services, collaborate with COUNTRY Financial Insurance Agents, establish an office and build a staff, and conduct financial solution seminars. They have flexibility to manage their schedules and balance their careers with personal interests. The role offers uncapped earning potential, opportunities to earn performance-based global trips and financial rewards, continued learning and marketing resources, corporate office support, and affiliation with COUNTRY Financial’s established brand and family-focused culture. No buy-in is required. 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. COUNTRY Financial is a collective of affiliated insurance and financial services companies. Established in 1925, the organization serves nearly one million households across 19 states and has an AM Best A+ rating.

Requirements

Series 6 and Series 63 licenses.
Passed the SIE.
Life/Health state insurance license.
Property/Casualty state insurance license.
Entrepreneurial and self-motivated.
Goal-driven, with a track record of business growth in the insurance and/or financial services industry.
Strong communication skills and excellent business acumen.
Committed to building and maintaining a connection between efforts and rewards.
Focused on professional success through securing clients’ trust.
Passionate about making positive impacts in their communities.
Ability to obtain the listed licenses is essential when a contract decision is made; the licenses are not required to apply.

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 using a consultative approach.
Diversify income through multiple product lines beyond financial services.
Leverage property and casualty, life and health, annuities, and investment products and services.
Educate clients and prospects about products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Manage schedules to balance career and personal interests.