Country Financial

District Leader - Lake County

Country Financial$100K — $137K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Insurance and/or Financial Services, including management experience.
  • Must obtain Property & Casualty and Life/Health licenses within 30 days of hire.
  • Securities Industry Essentials (SIE) certification required.
  • Must complete Series 6 and 63 licenses within 6 months of hire.
  • COUNTRY Financial Advisor Program certification required within 9 months of hire.

Responsibilities

  • Serve as an advisor and partner to agents, enhancing their sales and service capabilities.
  • Consult with agents to create and track annual business plans for achieving growth targets.
  • Mentor and lead new agents on business plans and marketing strategies.
  • Collaborate with Agency Recruiting to build and maintain a high-performing sales force.
  • Communicate critical updates and training on COUNTRY products and corporate strategy to agents.
  • Cultivate a strong network among agents, fostering idea sharing and collaboration.
  • Work with Marketing to optimize the agency’s marketing budget and initiatives.

Benefits

  • Regular travel opportunities, including overnight assignments.
  • Normal office environment with flexibility for extended hours as needed.
Full Job Description
About the role

Serves as an advisor and strategic business partner to captive/exclusive COUNTRY agents to help them market, sell, and service COUNTRY products and services. Cultivates rep agencygrowth by advising individual agents in developing their business plans, including setting sales targets and providing partnership and guidance throughout the agents business lifecycle. Serves as liaison between agents, the home office and other field operations.

How does this role make an impact?

  • Advises agents on best practices for selling the full array of COUNTRY offerings and managing a successful agency, taking ownership in agents success.

  • Acts as a consultant, working with individual agents to develop their annual business plans to achieve/exceed growth targets under the Sales Compensation Program framework; communicates expectations and conducts regular check-ins to review progress and offer support/counsel.

  • Formally welcomes, mentors and provides leadership to new agents by counseling them on business plans, marketing strategies, and retention campaigns.

  • Partners with Agency Recruiting in local strategic recruitment efforts to source, plan, grow and retain a high-performing sales force.

  • Communicates and reinforces centralized COUNTRY product-related training and conferences, as well as other critical information, such as corporate strategy, company performance, new program/system rollouts, priorities and campaigns.

  • Develops a high-performing culture, focused on establishing a network for agents to make connections and share ideas; establishes personal networks and participates in professional societies.

  • Coordinates with Marketing to help execute initiatives aimed at maximizing the rep marketing budget.


Do you have what we're looking for?

  • 5 years of Insurance and/or Financial Services experience or a combination of related experience, education and training, including management experience.
  • Property & Casualty, Life/Health licenses must complete within 30 days of hire.
  • SIE required
  • Series 6 and 63 licenses must complete within 6 months of hire.
  • COUNTRY Financial Advisor Program certification must complete within 9 months of hire.
  • Normal office environment.
  • Work may extend beyond normal business hours as business needs dictate.
  • Regular travel required, including some overnight.

Base Pay Range:

$100,000 - $137,000

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 pay, this position is eligible for Agency Sales Incentive as well as a Short-Term Incentive plan.

Relocation:

Relocation to the assigned sales territory is required once all securities licensing requirements (SIE, Series 6, Series 63) are fulfilled. At that time, candidates will be expected to:

  • Establish temporary residency within your sales territory within 60 days from your start date

  • Establish permanent residency within your sales territory within 180 days from your start date

About Country Financial

Country Financial is an insurance and financial services company that was founded in 1925. The company offers a range of insurance products, including auto, home, and life insurance. The company also offers retirement planning and investment services. The company has over 3,000 employees and serves customers in 19 states. The company is known for its commitment to customer service and has won numerous awards for its products and services. The company's revenue has been increasing over the years, and it has been expanding its product portfolio.
Learn more about Country Financial
Size
3,200 employees
Industry

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