Independent Financial Advisor - Flexible Schedule & Growth

COUNTRY Financial®; Milwaukee (WI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

No buy-in

Learning resources

Office support

Brand heritage

Performance rewards trips

Job summary

COUNTRY Financial® is seeking ambitious individuals to become COUNTRY Trust Bank Financial Advisors. You’ll operate as an independent contractor, growing business with clients and prospects, and leveraging a wide portfolio across financial services, insurance, and investments.

As part of COUNTRY Trust Bank Financial Advisors, you’ll educate clients, collaborate with COUNTRY Insurance Agents, and build a local office with a team while balancing personal and professional goals.

Qualifications

• Entrepreneurial and self-motivated mindset with growth in mind.
• Goal-driven with track records in insurance or financial services.
• Strong communicators with excellent business acumen.
• Committed to building connections between efforts and rewards.
• Focused on professional success by earning client trust.
• Passionate about positive community impact.

Responsibilities

• Conduct financial solution seminars to educate clients.
• Educate clients and prospects about products and services.
• Collaborate with COUNTRY Insurance Agents to secure business.
• Establish an office and build a staff as an independent contractor.
• Diversify income through multiple product lines beyond financial services.
• Balance career growth with personal commitments.

Skills

Entrepreneurial mindset

Self-motivated

Goal-driven

Strong communicator

Business development

Community impact

Education

Bachelor's Degree

2+ years insurance/financial services exp

Tools

Series 6/63

SIE

Life/Health License

Property/Casualty License

Job description

COUNTRY Financial® is seeking ambitious individuals to become COUNTRY Trust Bank Financial Advisors. You’ll operate as an independent contractor, growing business with clients and prospects, and leveraging a wide portfolio across financial services, insurance, and investments.

As part of COUNTRY Trust Bank Financial Advisors, you’ll educate clients, collaborate with COUNTRY Insurance Agents, and build a local office with a team while balancing personal and professional goals.