Financial Advisor - Olympia, WA

CCSI CC Services, Inc.; United States; On-site; USD 80,000 - 180,000; Full time

Benefits offered by this job

Uncapped earning potential

Flexible schedule

Performance-based travel rewards

Ongoing training and support

Corporate office support

Brand heritage and inclusive culture

Job summary

COUNTRY Financial is seeking ambitious financial professionals 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.

Financial Advisors are contracted with COUNTRY Trust Bank® Financial Advisors, and operate with support from COUNTRY Capital Management Company and COUNTRY Life/Mutual Insurance Companies and subsidiaries.

Qualifications

• Entrepreneurial drive with track record of growing business in financial services or insurance.
• Strong communication and relationship-building skills.
• Ability to educate clients about financial products and services.
• Proven aptitude for coordinating with insurance and financial professionals.

Responsibilities

• Diversify income by selling multiple product lines beyond core financial services.
• Leverage a broad portfolio of insurance and investment products.
• Educate clients and prospects about products and services.
• Collaborate with COUNTRY Financial Insurance Agents to secure business.
• Establish an office and build a staff.
• Conduct financial solution seminars.
• Manage schedules to balance career and personal interests.

Skills

Entrepreneurial

Self-motivated

Business growth

Strong communication

Networking

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.

Responsibilities

• 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.

What you can do

• 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!

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.

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.

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.

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.