Financial Advisor - Champaign, IL

CCSI CC Services, Inc.; United States; On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Performance-based travel rewards

Marketing resources

Corporate office support

Brand heritage and culture

No buy-in required

Job summary

COUNTRY Financial is seeking entrepreneurial financial advisors to own and run their own advisory offices. You will educate clients on insurance and financial products, build trusted relationships, and grow your practice with access to training and marketing resources.

As an independent contractor, you’ll balance a flexible schedule with support from COUNTRY’s brand heritage and a wide range of product lines, while pursuing long-term client outcomes and community impact.

Qualifications

• Series 6/63 licenses
• Passed SIE Life/Health State Insurance License*
• Property/Casualty State Insurance License*
• Bachelor’s Degree or higher preferred
• 2+ years of experience in the insurance/financial services industry
• 5+ years of business ownership or managerial experience

Responsibilities

• Own and operate an independent advisory office.
• Educate clients and prospects about insurance and financial products.
• Build and manage client relationships and staff as appropriate.
• Conduct financial solution seminars and community outreach.

Skills

Entrepreneurial

Self-motivated

Goal-driven

Strong communicators

Business acumen

Education

Bachelor’s Degree

AAMS

CFA

CPA

CFP

ChFC

2+ years in insurance/financial services

5+ years ownership/managerial

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

• 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 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:

• Achieve uncapped earning potential
• Enjoy a flexible schedule
• Positively impact the lives of others
• Earn performance-based travel rewards
• Receive ongoing training and support to help set you up for success
• Experience more with a career at COUNTRY!

COUNTRY Financial® is a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are. 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.