Financial Advisor - Book Opportunity - Marshall, IL

CCSI CC Services, Inc.

United States

On-site

USD 60,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Flexible schedule

Uncapped earning potential

Travel rewards

Training and support

Brand heritage

Job summary

COUNTRY Financial in Bloomington, Illinois invites entrepreneurial individuals to own their business as COUNTRY Trust Bank Financial Advisors. You’ll help clients plan with insurance and financial products, operate as independent contractors, and build a local office.

This role offers uncapped earning potential, flexible scheduling, ongoing training, and travel rewards. No buy-in is required, and the support of a long‑standing brand helps you grow with trust in your community.

Qualifications

Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*

Responsibilities

Own their business and help clients prepare with a consultative approach.
Diversify income through multiple product lines.
Educate clients about insurance and financial products.
Collaborate with COUNTRY Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Manage schedules to balance career and personal interests.

Skills

Entrepreneurial spirit

Self-motivated

Goal-driven

Strong communication

Business acumen

Networking

Community impact

Education

Bachelor’s Degree

Tools

Series 6/63 licenses

SIE

Life/Health Insurance License

Property/Casualty Insurance License

Job description

We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. 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.

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: