Financial Specialist

Country Financial   •  

Phoenix, AZ

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 39 days ago


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 customers 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 customer experience
  • Conduct insurance and financial solution seminars for existing and prospective customers

Our Financial Specialists assume a consultative approach, primarily focusing on current customer relationships and working closely with COUNTRY agents, as well as prospecting customers 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 experienceOR,
  • 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

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