Financial Services Manager with Insurance Expertise

7 days ago


Crystal Lake, United States Country Financial Full time

We are seeking a seasoned insurance professional to lead our established book of business, poised for continued growth across COUNTRY Financial's products and services.

COUNTRY Financial Insurance Agents enjoy autonomy while building a rewarding, financially stable career. They take a consultative approach to grow business with existing and prospective clients, diversifying their income through multiple product lines.

Key responsibilities include:

  • Educating clients and prospects about our products and services
  • Collaborating with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services
  • Establishing an office and building a staff

In addition to uncapped earning potential, successful agents enjoy opportunities to earn performance-based global trips and financial rewards, access to continued learning and marketing resources, and affiliation with our 95+ year brand heritage.

Qualified candidates will possess:

  • An entrepreneurial spirit, self-motivation, and goal-driven mindset
  • Strong communication skills and excellent business acumen
  • A commitment to building and maintaining solid connections between efforts and rewards
  • Focused on achieving professional success through securing clients' trust
  • Pasisonate about making positive impacts in their communities

Required qualifications include Property/Casualty State Insurance License* and Life/Health State Insurance License*. Preferred experience includes Series 6/63 licenses, Accredited Asset Management Specialist (AAMS), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Chartered Financial Consultant (ChFC).

Estimated salary: $60,000 - $100,000 per year based on location and performance.


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