Internal Wholesaler - Life, Annuities & Investments

COUNTRY Financial®; Bloomington (IL); Hybrid; USD 79,000 - 108,000; Full time

Benefits offered by this job

Short-Term Incentive plan

Job summary

COUNTRY Financial is seeking an Internal Wholesaler to support representatives and field partners across life insurance, annuities, and investment solutions. You’ll provide product guidance, case consultations, and sales support while building relationships with internal partners nationwide.

Ideal candidates hold FINRA SIE, Series 6 and 63, and a Life/Health license or ability to obtain within 6 months. This hybrid role is based in Bloomington, IL, offering growth and collaboration across teams.

Qualifications

• FINRA SIE certification is required.
• Series 6 and 63 licenses (or equivalent) required.
• Life/Health license or ability to obtain within 6 months of hire.

Responsibilities

• Provide product guidance, case consultations, and competitive insights to help financial representatives grow their business.
• Act as trusted consultant and product expert to navigate client situations and position solutions.
• Maintain relationships with internal partners and coordinate training and marketing efforts to support product launches.
• Report wholesaling activities in CRM and other systems for timely management reporting.

Education

FINRA SIE

Series 6 and 63 (or equivalent)

Life/Health insurance license or ability to obtain within 6 months of hire

Job description

Experience more with a career at COUNTRY Financial!

We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work.

About the Role

Do you enjoy helping others succeed by providing expert guidance and creative solutions? Are you energized by partnering with financial professionals to grow their business and deliver meaningful outcomes for clients? COUNTRY Financial is seeking an Internal Wholesaler to support representatives and field partners across life insurance, annuities, and investment solutions.

In this role, you'll serve as a trusted consultant and product expert, helping financial representatives navigate complex client situations, identify opportunities, and position solutions with confidence. You'll provide product guidance, case consultation, competitive insights, and sales support that help drive financial services growth.

This position offers a unique opportunity to build deep expertise across life insurance, annuities, and investment products while working with representatives nationwide. Each day brings new challenges, meaningful relationships, and opportunities to make a direct impact on business results.

As part of our hybrid work environment, you'll enjoy working in our newly remodeled Bloomington campus designed to support collaboration, flexibility, and professional growth.

How does this role make an impact?

• Life and Investment product expertise for representatives, Home Office, and field partners to help drive financial services growth.
• Provides centralized support assisting reps and connecting them with partners as necessary.
• Maintain relationships with internal partners such as Agency Training and Marketing to assist in developing, designing and implementing training and marketing efforts to launch and support products and related efforts.
• Collaborate with field and home office areas to meet company goals through aligning wholesaling efforts to local needs and capacity utilizing communications platforms to promote life / investments products.
• Uses industry knowledge including competitive position among peer companies to assist with life and investment case preparations.
• Accurately report individual wholesaling activities (case preparations, consultations, referrals to other field support areas, etc.) in applicable systems (CRM, spreadsheets, Teams, etc.) for timely management reporting of results to drive company growth.
• Assists management with reporting needs, competitive research and analysis, presentation and research materials, and coordinating internal processes.

Do you have what we're looking for?

Required Qualifications

• FINRA Securities Industry Essentials (SIE)
• Series 6 and 63 (or equivalent)
• Life/Health insurance license or ability to obtain within 6 months of hire

Preferred Qualifications

Typically requires 4+ years of relevant experience or a combination of related experience, education and training.

Base Pay Range

$78,800-$108,350

The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.

Incentive Pay

In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You’ll be able to take advantage of our benefits package, which includes:

• insurance benefits (medical, dental, vision, disability, and life)
• 401(k) with company match

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.