Financial Specialist Sr

Experience more with a career at COUNTRY Financial! Were excited youre 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. Apply today to help our organization grow and make a difference for our clients. About the role Partners with Referral Agents (RAs) and Financial Advisors (FAs) to meet company goals through conducting insurance and financial reviews with our current clients. Conducts financial planning and analysis to solicit and deliver solutions and recommendations designed to meet client needs. Collaborates with internal and external field partners to coordinate activities ranging from soliciting, writing, and monitoring the new business process for our clients. " How does this role make an impact? - Supports the cross-selling of clients and assists in retaining and building client relationships through insurance and financial reviews. Enhances cross-sell and client account/household retention for existing representatives. - In partnership with the Referral Agent or financial advisor, analyzes client and prospective client financial information and builds customized comprehensive financial planning solutions for individuals and entities, including estate planning and advanced life insurance cases. - Provides training, promotional programs and acts in a consultative manner to support RAs related to COUNTRY life and financial products, financial planning, advanced financial services, and sales/marketing skills. - Conducts effective seminars for clients and prospects; Coaches and consults on running a planning focused business (i.e. practice management); Uses effective business building / practice management tools to engage Referral Agents and Financial Advisors to grow and sustain book of business. - Works collaboratively with internal and external partners to ensure positive client experience and accuracy of client information. - May deliver policies/new business accounts to our clients. - Operates within designated geographical territories and utilizes guidelines/rules/applicable laws/standards as directed by states, Financial Industry Regulatory Authority (FINRA) and other governing or official bodies with regard to performance of duties. Do you have what we're looking for? Typically requires 7+ years of relevant experience or a combination of related experience, education, and training. Active, or within three months must obtain: - Series 6/63 or Series 65/66 or Series 7 registration - L/H/A Producers license Advanced designation(s), including or equivalent to: CFP, CLU, or ChFC Base Pay Range: $94,400-$129,800 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. Were a big company, yet small enough you can make an impact and wont get lost in the shuffle. Youll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. Youll 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. Come join our team at COUNTRY today! COUNTRY is headquartered in Bloomington, IL and offers hybrid, onsite and remote opportunities. Individuals residing within 50 miles of our Bloomington, IL corporate office location are expected to work a hybrid work schedule. For most roles our hybrid work model consists of 2 days per week remote and 3 days per week in the office. From the moment youre hired, we invest in you. We know job satisfaction fuels your contribution, so we offer competitive benefits and make investments that help you achieve your professional goals: Insurance benefits (medical, dental, vision, disability and life) 401(k) with company match Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community Tuition assistance and industry education certificates and designations Employee resource groups to connect with your peers. Take the next steps to experience more with careers at COUNTRY Financial and apply today! Have additional questions? Get in touch with Human Resources at jobs@countryfinancial.com Provide your information to our recruiters for future opportunities by joining our talent community. Check out additional opportunities: to invest in your future with a COUNTRY Financial Internship sales opportunities through Agency Careers at our parent company Illinois Farm Bureau © 2024 CC Services Inc., All rights reserved. Terms of Use | Privacy & Security | Accessibility COUNTRY Financial® is a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are. 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.