Financial Advisor - Corvallis, OR

COUNTRY Financial®; Corvallis (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Performance-based global trips

Access to learning and marketing resources

Corporate office support

Job summary

COUNTRY Financial® is searching for self-motivated financial advisors in Corvallis, Oregon, who are eager to own their business and help clients prepare for life's unexpected moments. Advisors will leverage a diverse portfolio of products while enjoying independence in their schedules and access to corporate support.

Successful candidates will have a background in business growth and be committed to making a positive impact in their communities. Required qualifications include Series 6/63 licenses and a Life/Health State Insurance License.

Qualifications

• Entrepreneurial and self-motivated.
• Goal-driven with a track record of business growth in the insurance/financial services industry.
• Strong communicators with excellent business acumen.

Responsibilities

• Take a consultative approach to grow business with clients.
• Diversify income through multiple product lines.
• Educate clients about products and services.

Skills

Entrepreneurial and self-motivated

Goal-driven with business growth track record

Strong communication skills

Excellent business acumen

Focused on client trust and professional success

Passionate about community impact

Education

Bachelor’s Degree

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

• 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

These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made.