Financial Specialist Sr jobs in United States
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COUNTRY Financial® · 1 day ago

Financial Specialist Sr

positionChicago, IL
timeFull-time
remoteOnsite
senioritySenior Level
money$94K/yr - $130K/yr
date7+ years exp

COUNTRY Financial is dedicated to enriching lives in the communities they serve, and they are seeking a Financial Specialist Sr to partner with Referral Agents and Financial Advisors. This role involves conducting financial planning and analysis, delivering solutions to meet client needs, and enhancing client relationships through insurance and financial reviews.

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

Qualification

Financial planningInsurance reviewsClient relationship managementSeries 6/63L/H/A Producers licenseCFPCLUChFCConsultative skillsSales/marketing skillsPractice managementSeminar delivery

Required

Typically requires 7+ years of relevant experience or a combination of related experience, education, and training
Active, or within three months must obtain: Series 6/63 or Series 65/66 or Series 7 registration
L/H/A Producers license
Advanced designation(s), including or equivalent to: CFP, CLU, or ChFC

Benefits

Insurance benefits (medical, dental, vision, disability, and life)
401(k) with company match

Company

COUNTRY Financial®

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COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.
dateFounded in 1925
location
Bloomington, IL, US
people-size5001-10000 employees
web-link
https://www.countryfinancial.com

Funding

Current Stage
Late Stage

Leadership Team

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Jim Jacobs
Chief Executive Officer
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Christopher B.
Vice President - Chief Technology & Security Officer (CTO/CSO)
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Company data provided by crunchbase