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COUNTRY Financial® · 2 days ago

Financial Specialist Sr

United States

Full-time

Remote

Mid, Senior Level

$94K/yr - $130K/yr

7+ years exp

COUNTRY Financial is a company committed to enriching lives in the communities it serves. The Financial Specialist Sr. partners with Referral Agents and Financial Advisors to conduct financial reviews, provide analysis, and deliver tailored financial solutions to meet client needs.

Insurance

Responsibilities

Supports the cross-selling of clients and assists in retaining and building client relationships through insurance and financial reviews

Enhances cross-sell and client account/household retention for existing representatives

In partnership with the Referral Agent or financial advisor, analyzes client and prospective client financial information and builds customized comprehensive financial planning solutions for individuals and entities, including estate planning and advanced life insurance cases

Provides training, promotional programs and acts in a consultative manner to support RAs related to COUNTRY life and financial products, financial planning, advanced financial services, and sales/marketing skills

Conducts effective seminars for clients and prospects; Coaches and consults on running a planning focused business (i.e. practice management); Uses effective business building / practice management tools to engage Referral Agents and Financial Advisors to grow and sustain book of business

Works collaboratively with internal and external partners to ensure positive client experience and accuracy of client information

May deliver policies/new business accounts to our clients

Operates within designated geographical territories and utilizes guidelines/rules/applicable laws/standards as directed by states, Financial Industry Regulatory Authority (FINRA) and other governing or official bodies with regard to performance of duties