Financial Advisor - Oak Park, IL

COUNTRY Financial®; Oak Park (IL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

No buy-in required

Continued learning resources

Corporate office support

Brand heritage & culture

Job summary

COUNTRY Financial® is seeking ambitious individuals to own their business, helping clients prepare for life’s planned and unexpected moments with trusted financial services and insurance products. As independent contractors, Advisors operate their own practice while leveraging COUNTRY Financial’s resources.

You will diversify income across product lines, educate clients, and collaborate with COUNTRY Financial Insurance Agents to secure business.

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.

Responsibilities

• Diversify 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.

Skills

Entrepreneurial mindset

Self-motivated

Business growth experience

Strong communication

Client relationships

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.

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 additional benefits:

• 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.
• 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

Licenses Note

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