Independent Financial Advisor: Grow Your Practice & Rewards

COUNTRY Financial®

Marshall (IL)

On-site

USD 60,000 - 120,000

Full time

14 days+

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Job summary

COUNTRY Financial® invites ambitious individuals to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.

As COUNTRY Trust Bank® Financial Advisors, they take a consultative approach to grow business with existing and prospective clients, diversifying income and collaborating with COUNTRY Insurance Agents to secure opportunities.

Qualifications

  • Series 6/63 licenses
  • Passed SIE
  • Life/Health State Insurance License
  • Property/Casualty State Insurance License

Responsibilities

  • Conduct financial solution seminars.
  • 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.

Skills

Entrepreneurial
Strong communication
Business acumen
Goal-driven
Management experience

Education

Bachelor's Degree
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC)

Job description

COUNTRY Financial® invites ambitious individuals to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.

As COUNTRY Trust Bank® Financial Advisors, they take a consultative approach to grow business with existing and prospective clients, diversifying income and collaborating with COUNTRY Insurance Agents to secure opportunities.

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