Financial Services Consultant at COUNTRY Trust Bank
2 weeks ago
Join Our Team as a Financial Services Consultant
At COUNTRY Trust Bank, our Financial Services Consultants are integral members of our team, serving as Registered Representatives and Insurance Agents. We seek driven and experienced individuals who are eager to build their own business while assisting clients in navigating both planned and unforeseen financial challenges with tailored services and insurance solutions.
Your Role
As a Financial Services Consultant, you will adopt a consultative strategy to enhance relationships with both current and potential clients. While you operate independently, you will benefit from a supportive network that allows you to:
- Diversify your income through a variety of product offerings beyond traditional financial services.
- Utilize a comprehensive range of property and casualty, life and health, annuities, and investment products.
- Educate clients and prospects on our diverse offerings.
- Collaborate with fellow COUNTRY Financial Insurance Agents to drive business growth.
- Establish your own office and develop a dedicated team.
- Host financial solution seminars to engage with the community.
- Enjoy the flexibility to manage your schedule, balancing professional and personal commitments.
What We Provide
Our Financial Services Consultants benefit from unlimited earning potential without any required buy-in. Additionally, you will enjoy:
- Opportunities for performance-based global trips and financial incentives.
- Access to ongoing education and marketing resources.
- Support from our corporate office.
- Association with a reputable brand known for its 95+ year legacy and a culture that values authenticity, integrity, and inclusivity.
Qualifications for Success
Successful candidates for the Financial Services Consultant role will possess:
- An entrepreneurial spirit and self-motivation.
- A goal-oriented mindset with a proven track record in business growth within the financial services or insurance sectors.
- Strong communication skills and sound business judgment.
- A commitment to fostering solid relationships that link efforts to rewards.
- A focus on achieving professional success through building client trust.
- A passion for making a positive impact in their communities.
Required Qualifications
- Series 6/63 licenses
- Passed SIE
- Life/Health State Insurance License*
Preferred Experience
- Accredited Asset Management Specialist (AAMS)
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Bachelor's Degree
- 2+ years of experience as a Financial Advisor
- 5+ years of experience in business ownership or management
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