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Financial Advisor - Book Opportunity - Bloomington, IL
full-time•Bloomington
About this role
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.
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.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
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
About Us
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.
What you'll do
- The Financial Advisor will manage an established and active book of business, growing it across the full line of COUNTRY Financial products and services using a consultative approach. Responsibilities include diversifying income, leveraging various product lines, educating clients, collaborating with insurance agents, establishing an office, and conducting financial solution seminars.
About COUNTRY Financial
COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.
We have a long history of protecting people. Formed by a group of farmers in 1925, we now have more than 3,000 employees and over 1,700 representatives to help our clients protect what matters most and plan for a secure future.
We’re more than an insurance company — COUNTRY Financial clients not only trust us with insuring their homes, cars, farms, businesses, and lives, but also to help them plan for the future with investing, retirement and financial services.
Ready to join COUNTRY Financial?
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Frequently Asked Questions
What does a Financial Advisor - Book Opportunity - Bloomington, IL do at COUNTRY Financial?
As a Financial Advisor - Book Opportunity - Bloomington, IL at COUNTRY Financial, you will: the Financial Advisor will manage an established and active book of business, growing it across the full line of COUNTRY Financial products and services using a consultative approach. Responsibilities include diversifying income, leveraging various product lines, educating clients, collaborating with insurance agents, establishing an office, and conducting financial solution seminars..
Is the Financial Advisor - Book Opportunity - Bloomington, IL position at COUNTRY Financial remote?
The Financial Advisor - Book Opportunity - Bloomington, IL position at COUNTRY Financial is based in Bloomington, Illinois, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Financial Advisor - Book Opportunity - Bloomington, IL position at COUNTRY Financial?
You can apply for the Financial Advisor - Book Opportunity - Bloomington, IL position at COUNTRY Financialdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.