Investment Services New Business Review Lead

COUNTRY Financial®

Investment Services role handling inbound requests from advisors and managing new business calls. Assisting with account setup and providing compliance information with a focus on client support.

Posted 5/22/2026full-timeBloomington • Illinois • 🇺🇸 United StatesSenior💰 $54,800 - $75,350 per yearWebsite

About the role

Key responsibilities & impact

Handle inbound requests from advisors and clients, providing case management
Manage new business calls and review paperwork, addressing non-suitability issues
Assist with account setup, maintenance, and transfers
Provide information about products, investment options, account setup, taxation, regulatory/compliance questions, and general account information

Requirements

What you’ll need

Typically requires 4+ years of relevant experience
FINRA registrations and Life Health Insurance license may apply to some levels

Benefits

Comp & perks

Insurance benefits (medical, dental, vision, disability, and life)
401(k) with company match
Paid time off
Parental leave
Paid company holidays
Paid time off to volunteer in your community
Tuition assistance
Industry education certificates and designations
Employee resource groups to connect with your peers

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

case managementclient communicationproblem-solvingattention to detail

Certifications

FINRA registrationsLife Health Insurance license