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COUNTRY Trust Bank Financial Advisor

COUNTRY Trust Bank Financial Advisor

Country FinancialHappy Valley, Oregon
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Description

Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

We’re looking for ambitious and established candidates who want to own their business and want to help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.

The Career

COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. They are in business for themselves but not by themselves and :

  • Diversify their income through multiple product lines beyond financial services.
  • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
  • Educate clients and prospects about our products and services.
  • Collaborate with COUNTRY Financial® Insurance Agents to secure business.
  • Establish an office and build a staff.
  • Conduct financial solution seminars.
  • Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer

Our Financial Advisors have uncapped earning potential without a required buy-in and :

  • Opportunities to earn performance-based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Corporate office support.
  • Affiliation with our 95+ year brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.

    • Qualifications

    Successful COUNTRY Trust Bank® Financial Advisors are :

  • Entrepreneurial and self-motivated.
  • Goal-driven with track records of business growth in the insurance and or financial services industry.
  • Strong communicators with excellent business acumen.
  • Committed to building and maintaining solid connections between their efforts and their rewards.
  • Focused on achieving professional success through securing clients’ trust.
  • Passionate about making positive impacts in their communities.

    • Required Qualifications

  • Series 6 / 63 licenses
  • Passed SIE
  • Life / Health State Insurance License

    • Preferred Experience

  • Accredited Asset Management Specialist (AAMS)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Bachelor’s Degree
  • 2+ years of Financial Advisor experience
  • 5+ years of business ownership or managerial experience
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