Internal Wholesaler - Life, Annuities & Investments

COUNTRY Financial•Bloomington, IL

2d•Hybrid

About The Position

COUNTRY Financial is seeking an Internal Wholesaler to support representatives and field partners across life insurance, annuities, and investment solutions. In this role, you'll serve as a trusted consultant and product expert, helping financial representatives navigate complex client situations, identify opportunities, and position solutions with confidence. You'll provide product guidance, case consultation, competitive insights, and sales support that help drive financial services growth. This position offers a unique opportunity to build deep expertise across life insurance, annuities, and investment products while working with representatives nationwide. Each day brings new challenges, meaningful relationships, and opportunities to make a direct impact on business results. As part of our hybrid work environment, you'll enjoy working in our newly remodeled Bloomington campus designed to support collaboration, flexibility, and professional growth.

Requirements

FINRA Securities Industry Essentials (SIE)
Series 6 and 63 (or equivalent)
Life/Health insurance license or ability to obtain within 6 months of hire

Nice To Haves

Typically requires 4+ years of relevant experience or a combination of related experience, education and training.

Responsibilities

Life and Investment product expertise for representatives, Home Office, and field partners to help drive financial services growth.
Provides centralized support assisting reps and connecting them with partners as necessary.
Maintain relationships with internal partners such as Agency Training and Marketing to assist in developing, designing and implementing training and marketing efforts to launch and support products and related efforts.
Collaborate with field and home office areas to meet company goals through aligning wholesaling efforts to local needs and capacity utilizing communications platforms to promote life / investments products.
Uses industry knowledge including competitive position among peer companies to assist with life and investment case preparations.
Accurately report individual wholesaling activities (case preparations, consultations, referrals to other field support areas, etc.) in applicable systems (CRM, spreadsheets, Teams, etc.) for timely management reporting of results to drive company growth.
Assists management with reporting needs, competitive research and analysis, presentation and research materials, and coordinating internal processes.