Financial Specialist in Denver, CO

$80K - $100K(Ladders Estimates)

Country Financial   •  

Denver, CO 80202

Industry: Finance & Insurance

  •  

5 - 7 years

Posted 65 days ago

This job is no longer available.

COUNTRY Financial® is the trade name for a family of affiliated insurance and financial services companies—this means we have a whole family of support and a large backing. Our roots are in agriculture, so we're hardworking and known for the great care we take with clients and employees alike.


Financial Specialists at COUNTRY have:

  • Ability to conduct consultative support with captive agents
  • Focus on selling the entire portfolio of life/health insurance, annuities and investment products and services offered by COUNTRY
  • Collaborate with COUNTRY agents to identify and evaluate customers' financial needs, then plan for and meet their goals
  • Customizable marketing collateral available
  • Access to illustration and financial planning tools
  • Extensive sales and product training

What to Expect:


As a COUNTRY Financial Specialist, you will experience a wide variety of opportunities to build and grow relationships as well as put insurance and financial solutions in place for clients and prospects. In this role you will:

  • Develop prospects to sell and service insurance and financial solutions, leveraging company resources
  • Work collaboratively within the organization to ensure an unparalleled and holistic client experience
  • Conduct insurance and financial solution seminars for existing and prospective clients

Our Financial Specialists assume a consultative approach, primarily focusing on current client relationships and working closely with COUNTRY agents, as well as prospecting clients on their own.

What We Provide for You:


We are proud to offer a competitive and comprehensive total rewards package for our Financial Specialists. Our program is highlighted by:

  • A competitive annual salary (not paid sales commissions)
  • Access to benefits including: health, dental, 401K, pension plan, group life, long term disability and annual bonus opportunity
  • Comprehensive training program
  • Corporate vehicle, insurance and fuel card

Qualifications:

Typically requires:

  • Bachelor's degree and at least 5 years of financial services industry experience OR,
  • Master's degree and at least 3 years of financial services industry experience

Requires: Active, or within three months must obtain:

  • Series 6/63 registration or equivalent
  • L/H/A Producers license

Preferred:

  • CFP, as well as more advanced industry-recognized credentials including, but not limited to, CLU and ChFC
  • Experience in managed money programs, college savings plans and variable life and annuities
  • Retirement plan sales experience

Why Should You Apply?


As a Financial Specialist at COUNTRY, you'll have the opportunity to work closely with clients and agents to make a difference in the lives of those you serve.

Valid Through: 2019-9-13