Senior Financial Specialist
COUNTRY Financial®
full-time
Posted on:
Location Type: Hybrid
Location: Bloomington • United States
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Salary
💰 $94,400 - $129,800 per year
Job Level
About the role
- Partners with Referral Agents (RAs) and Financial Advisors (FAs) to meet company goals through conducting insurance and financial reviews with our current clients.
- Conducts financial planning and analysis to solicit and deliver solutions and recommendations designed to meet client needs.
- Collaborates with internal and external field partners to coordinate activities ranging from soliciting, writing, and monitoring the new business process for our clients.
- Supports the cross-selling of clients and assists in retaining and building client relationships through insurance and financial reviews.
- 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.
Requirements
- 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
- Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community
- Tuition assistance and industry education certificates and designations
- Employee resource groups to connect with your peers.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningfinancial analysisinsurance reviewsestate planningadvanced life insurancesales skillsmarketing skillspractice management
Soft skills
collaborationclient relationship buildingconsultative skillscoachingcommunication
Certifications
Series 6Series 63Series 65Series 66Series 7L/H/A Producers licenseCFPCLUChFC