Financial Advisor - Book Opportunity - Scottsdale, AZ

COUNTRY Financial • Scottsdale, AZ

1d

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. We Offer Our financial advisors have uncapped earning potential and: 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. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank® Financial Advisors are: 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. 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. COUNTRY Financial® Insurance Agents and COUNTRY Trust Bank® Financial Advisors are independent contractors who help clients protect what matters most today and plan for their future with our portfolio of property and casualty insurance, life products, and financial services. In this career, you can: Achieve uncapped earning potential Enjoy a flexible schedule Positively impact the lives of others Earn performance-based travel rewards Receive ongoing training and support to help set you up for success Experience more with a career at COUNTRY! Join our Agency Sales careers talent community to connect with us. Visit COUNTRYCareers.com for more information. © 2024 CC Services Inc., All rights reserved. Terms of Use | Privacy & Security | Accessibility COUNTRY Financial® is a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are. 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

• uncapped earning potential
• 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
• flexible schedule
• performance-based travel rewards
• ongoing training and support

What This Job Offers

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