Financial Advisor - Eugene, OR

COUNTRY Financial®; Eugene (OR); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Opportunities for global trips and financial rewards

Access to continued learning and marketing resources

Corporate office support

Job summary

COUNTRY Financial® is seeking entrepreneurial candidates to become COUNTRY Trust Bank® Financial Advisors. This role involves owning your business, educating clients on financial services, and managing your schedule to balance work and personal life.

The ideal candidate is self-motivated, has a strong business acumen, and aims to make positive impacts in their communities. Opportunities include earning performance-based rewards and access to extensive resources.

Qualifications

• Ambitious self-motivated candidates who want to own their business.
• Track record of business growth in insurance or financial services.
• Passion for making positive impacts in communities.

Responsibilities

• Grow business with existing and prospective clients.
• Diversify income through multiple product lines.
• Educate clients on products and services.

Skills

Entrepreneurial mindset

Strong communication

Business acumen

Goal-driven

Building client trust

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.