Trust Bank Financial Advisor

2 months ago

Kennesaw, United States COUNTRY Financial Full time
Job DescriptionJob Description Description

Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

Were looking for an experienced insurance and financial services professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial and COUNTRY Trust Bank products and services.

The Career

COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. They are in business for themselves but not by themselves and:

  • Diversify their income through multiple product lines beyond financial services.
  • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
  • 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.
  • Conduct financial solution seminars.
  • Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer

Our Financial Advisors have uncapped earning potential without a required buy-in and:

Opportunities to earn performance-based global trips and financial rewards.

  • Access to continued learning and marketing resources.
  • Corporate office support.
  • Affiliation with our 95+ year brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
Qualifications

Successful COUNTRY Trust Bank Financial Advisors are:

  • Entrepreneurial and self-motivated.
  • Goal-driven with track records of business growth in the insurance and or financial services industry.
  • Strong communicators with excellent business acumen.
  • Committed to building and maintaining solid connections between their efforts and their rewards.
  • Focused on achieving professional success through securing clients trust.
  • Passionate about making positive impacts 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)

Bachelors Degree

2+ years of Financial Advisor experience

5+ years of business ownership or managerial experience

About Us

COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

For nearly 100 years, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.


Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

*These licenses are not required to apply; however, the candidates ability to obtain required licenses is essential when a contract decision is made.

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.


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.

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This is a 1099 position. Commissions, bonuses, and incentives only. The position does not have a salary

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