Financial Specialist - Denver, CO

Country Financial Denver , CO 80208

Posted 2 months ago

COUNTRY Financial: Financial Specialist

COUNTRY Financial is the trade name for a family of affiliated insurance and financial services companiesthis means we have a whole family of support and a large backing. Our roots are in agriculture, so we're hardworking and known for the great care we take with customers and employees alike.

Financial Specialists at COUNTRY have:

  • Ability to conduct consultative support with captive agents

  • Focus on selling the entire portfolio of life/health insurance, annuities and investment products and services offered by COUNTRY

  • Collaborate with COUNTRY agents to identify and evaluate customers' financial needs, then plan for and meet their goals

  • Customizable marketing collateral available

  • Access to illustration and financial planning tools

  • Extensive sales and product training

What to Expect:

As a COUNTRY Financial Specialist, you will experience a wide variety of opportunities to build and grow relationships as well as put insurance and financial solutions in place for customers and prospects. In this role you will:

  • Develop prospects to sell and service insurance and financial solutions, leveraging company resources

  • Work collaboratively within the organization to ensure an unparalleled and holistic customer experience

  • Conduct insurance and financial solution seminars for existing and prospective customers

Our Financial Specialists assume a consultative approach, primarily focusing on current customer relationships and working closely with COUNTRY agents, as well as prospecting customers on their own.

What We Provide for You:

We are proud to offer a competitive and comprehensive total rewards package for our Financial Specialists. Our program is highlighted by:

  • A competitive annual salary (not paid sales commissions)

  • Access to benefits including: health, dental, 401K, pension plan, group life, long term disability and annual bonus opportunity

  • Comprehensive training program

  • Corporate vehicle, insurance and fuel card

Qualifications:

Typically requires:

  • Bachelor's degree and at least 5 years of financial services industry experience OR,

  • Master's degree and at least 3 years of financial services industry experience

Requires: Active, or within three months must obtain:

  • Series 6/63 registration or equivalent

  • L/H/A Producers license

Preferred:

  • CFP, as well as more advanced industry-recognized credentials including, but not limited to, CLU and ChFC

  • Experience in managed money programs, college savings plans and variable life and annuities

  • Retirement plan sales experience

Why Should You Apply?

As a Financial Specialist at COUNTRY, you'll have the opportunity to work closely with customers and agents to make a difference in the lives of those you serve.

To learn more about COUNTRY, as well as the insurance and products we offer and rewards we've received, please visit our website at countryfinancial.com

COUNTRY Financial is an Equal Opportunity Employer. We are committed to provide equal opportunity in all areas of employment and support a diverse workforce and an inclusive work environment

Do you know someone who would be perfect for this position?

Ask them to contact one of our recruiters: 877-879-2490 #LI-AGENCY


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Financial Specialist - Denver, CO

Country Financial