District Leader - Lake County

CCSI CC Services, Inc.; Avon Lake (OH); Hybrid; USD 100,000 - 137,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Incentive pay and bonuses

Job summary

CCSI CC Services, Inc. is seeking a strategic advisor to assist agents in marketing and selling products effectively. You will cultivate agency growth by advising agents on business plans, setting sales targets, and providing ongoing support. A minimum of 5 years in insurance or financial services is required, along with necessary licenses within specified timeframes.

This role offers a competitive salary ranging from $100,000 to $137,000, plus benefits like medical and a 401(k). Regular travel and relocation to the assigned territory are required.

Qualifications

• Minimum 5 years of Insurance and/or Financial Services experience or equivalent.
• Must complete required licenses within specified timelines.
• Regular travel required, including some overnight stays.

Responsibilities

• Advise agents on best practices for selling products.
• Help agents develop annual business plans to exceed targets.
• Conduct regular check-ins to review agent progress.

Skills

Insurance and Financial Services experience

Property & Casualty licenses

Life/Health licenses

Management experience

Sales strategy development

Education

High school degree or equivalent

Job description

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision – to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate is the people who do the work. Apply today to help our organization grow and make a difference for our clients.

About the Role

Serves as an advisor and strategic business partner to captive/exclusive COUNTRY agents to help them market, sell, and service COUNTRY products and services. Cultivates agency growth by advising individual agents in developing their business plans, including setting sales targets and providing partnership and guidance throughout the agent’s business lifecycle. Acts as a liaison between agents, the home office, and other field operations.

• Advises agents on best practices for selling the full array of COUNTRY offerings and managing a successful agency.
• Works as a consultant, helping individual agents develop their annual business plans to achieve or exceed growth targets under the Sales Compensation Program framework.
• Communicates expectations and conducts regular check‑ins to review progress and offer support.
• Formally welcomes, mentors, and provides leadership to new agents, counseling them on business plans, marketing strategies, and retention campaigns.
• Partners with Agency Recruiting in local strategic recruitment efforts to source, plan, grow, and retain a high‑performing sales force.
• Communicates and reinforces centralized product‑related training, conferences, corporate strategy, performance reporting, new program/system rollouts, priorities, and campaigns.
• Develops a high‑performing culture focused on establishing a network for agents to connect and share ideas, and participates in professional societies.
• Coordinates with Marketing to execute initiatives aimed at maximizing the representative marketing budget.

Qualifications

• Minimum 5 years of Insurance and/or Financial Services experience or an equivalent combination of experience, education, and training, including management experience.
• Property & Casualty, Life/Health licenses required – must complete within 30 days of hire.
• SIE required; Series 6 and 63 licenses – must complete within 6 months of hire.
• COUNTRY Financial Advisor Program certification – must complete within 9 months of hire.
• Normal office environment; work may extend beyond normal business hours as business needs dictate.
• Regular travel required, including some overnight.

Compensation & Benefits

• Base Pay Range: $100,000 – $137,000 (actual salary determined by experience, qualification, and performance).
• Incentive Pay: Eligible for Agency Sales Incentive and a Short‑Term Incentive plan.
• Benefits include medical, dental, vision, disability, and life insurance; 401(k) with company match.

Relocation

• Relocation to the assigned sales territory is required once all securities licensing requirements (SIE, Series 6, Series 63) are fulfilled.
• Establish temporary residency within your sales territory within 60 days of your start date.
• Establish permanent residency within your sales territory within 180 days of your start date.

Why Work With Us

Our employees and representatives serve nearly one million households with a diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough for you to make an impact and not get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and to maintaining a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.