Financial Advisor - Oak Park, IL

CCSI CC Services, Inc.

Chicago (IL)

On-site

Full time

14 days+
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Job description

Overview

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.

Opportunities and Responsibilities
  • Own your business and consult with existing and prospective clients to grow your client base.
  • Leverage a portfolio of property and casualty, life and health, annuities, and investment products.
  • Educate clients and prospects about our products and services.
  • Collaborate with COUNTRY Financial® Insurance Agents to secure business.
  • Establish an office, build a staff, and conduct financial solution seminars.
  • Manage your schedule flexibly to balance career and personal interests.
Benefits
  • Uncapped earning potential.
  • Performance‑based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Corporate office support.
  • Affiliation with a 100‑year‑old brand heritage and family‑focused culture that values authenticity, integrity, and inclusivity.
  • No buy‑in required.
Qualifications
  • Entrepreneurial and self‑motivated.
  • Goal‑driven with a track record of business growth in the insurance and/or financial services industry.
  • Strong communicator with excellent business acumen.
  • Committed to building and maintaining solid connections between efforts and rewards.
  • Focused on earning clients’ trust.
  • Passionate about making a positive impact in their communities.
Required Qualifications
  • Series6/63 licenses.
  • Passed SIE Life/Health State Insurance License*.
  • Property/Casualty State Insurance License*.
  • Bachelor’s Degree.
  • 2+ years of experience in the insurance and/or financial services industry.
  • 5+ years of business ownership or managerial experience.
Preferred Experience
  • Accredited Asset Management Specialist (AAMS).
  • Chartered Financial Analyst (CFA).
  • Certified Public Accountant (CPA).
  • Certified Financial Planner (CFP).
  • Chartered Financial Consultant (ChFC).
Additional Information

*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 a trade name for a collective of affiliated insurance and financial services companies. Since 1925, COUNTRY Financial has served nearly one million households with personal and business insurance products and financial services, and holds an A+ rating from AM Best.

Investment management, retirement, trust, and planning services are provided by COUNTRY Trust Bank®. Clients can choose from property and casualty insurance, life products, and financial services, all offered by independent contractors who maintain flexibility and client focus.

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