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COUNTRY Financial

Insurance and financial services provider

Internal Wholesaler - Life, Annuities & Investments

Account ManagementConfirmed live in the last 24 hours
Full-timeBloomington, IL, USA

About the Job

Requirements

  • FINRA Securities Industry Essentials (SIE) is required.
  • Series 6 and 63, or equivalent, are required.
  • A Life/Health insurance license is required, or the ability to obtain one within 6 months of hire.
  • Typically requires 4+ years of relevant experience or a combination of related experience, education, and training.

Responsibilities

  • Provide life and investment product expertise to representatives, Home Office, and field partners to help drive financial services growth.
  • Provide centralized support to representatives and connect 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 by aligning wholesaling efforts to local needs and capacity, using communications platforms to promote life and investments products.
  • Use industry knowledge, including competitive positioning among peer companies, to assist with life and investment case preparations.
  • Accurately report individual wholesaling activities, including case preparations, consultations, and referrals to other field support areas, in applicable systems such as CRM, spreadsheets, and Teams, for timely management reporting of results to drive company growth.
  • Assist management with reporting needs, competitive research and analysis, presentation and research materials, and coordinating internal processes.

About the Company

COUNTRY Financial

Insurance and financial services provider

COUNTRY Financial provides property, casualty, life insurance and financial services to more than a million households and businesses across 19 states. Its products include home, auto, farm and business insurance, plus investing and retirement planning services. Policies are sold and managed through COUNTRY Financial’s network of about 1,700 representatives and a workforce of over 3,000, who help clients choose coverage, file claims and plan for the future. Unlike some insurers, COUNTRY Financial emphasizes long-term planning and protection as a core goal, rooted in its farmer-founded history dating back to 1925. The company's main objective is to help clients protect what matters most and secure a stable financial future.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Bloomington, IN
Founded
1925

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