Financial Advisor - Oak Park, IL

COUNTRY Financial•Oak Park, IL

About The Position

COUNTRY Trust Bank® Financial Advisors take a consultative approach to growing business with existing and prospective clients. Advisors are independent contractors who operate their own businesses with support from COUNTRY Financial. They can diversify income across financial services and insurance product lines, use COUNTRY’s portfolio of property and casualty, life and health, annuity, and investment products and services, and work with COUNTRY Financial Insurance Agents to secure business. Advisors establish an office, build a staff, educate clients and prospects, 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 for performance-based global trips and financial rewards, continued learning and marketing resources, corporate office support, and affiliation with an established brand and family-focused culture. No buy-in is required. The position is structured as an independent contractor role. Required licenses are not required to apply, but the ability to obtain them is essential when a contract decision is made.

Requirements

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 clear connection between effort and rewards.
Focused on achieving professional success by securing clients’ trust.
Passionate about making a positive impact in communities.
Series 6 and Series 63 licenses; ability to obtain these licenses is essential when a contract decision is made.
Passed the SIE.
Life/Health State Insurance License; ability to obtain it is essential when a contract decision is made.
Property/Casualty State Insurance License; ability to obtain it is essential when a contract decision is made.

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.
Use COUNTRY’s property and casualty, life and health, annuity, 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.