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Internal Wholesaler 1 - Life, Investments, Annuities

Country Companies

Country Companies

Bloomington, IL, USA
Posted on Tuesday, June 25, 2024
Internal Wholesaler 1 - Life, Investments, Annuities

Job Number:

240268

Primary Location

: US-IL-Bloomington

Do you thrive on translating complex concepts and ideas into simple messages? Are you a planning-minded problem solver? Do you enjoy working with passionate people in a flexible team environment? – We're hiring

You will join COUNTRY Finacial's team of Internal Wholesaler professionals to collaborate with various support areas to serve our client-facing representatives throughout the country with life and investment product support and coaching.

Our team’s favorite part of the job? The impact it makes on clients' lives when the right solutions are implemented at the most effective times; When a representative learns more about a product solution and gets excited about helping more people; When our team collaborates and discusses new and changing product concepts and features that speak to our company's core clients.

This position offers a hybrid work schedule and is based out of our corporate offices in Bloomington, IL.

How does an Internal Wholesaler make an impact?

  • Life and Investment product expertise for representatives, Home Office, and field partners to help drive financial services growth.
  • Provides centralized support assisting reps and connecting them with partners as necessary.
  • Maintain relationships with internal partners such as Agency Training and Marketing to assist in developing, designing and implementing training and marketing efforts to launch and support products and related efforts.
  • Collaborate with field and home office areas to meet company goals through aligning wholesaling efforts to local needs and capacity utilizing communications platforms to promote life / investments products.
  • Uses industry knowledge including competitive position among peer companies to assist with life and investment case preparations.
  • Accurately report individual wholesaling activities (case preparations, consultations, referrals to other field support areas, etc.) in applicable systems (CRM, spreadsheets, Teams, etc.) for timely management reporting of results to drive company growth.
  • Assists management with reporting needs, competitive research and analysis, presentation, and research materials, and coordinating internal processes.

    Do you have what we're looking for?

    • Sales or customer service experience.
    • FINRA Securities Industry Essentials (SIE), Series 6 and 63 and Life/Health licensed or obtained within 6 months of hire.
    • Typically requires 2 years of relevant experience or a combination of related experience, education and training.

    This position is part of a job family. Placement will be determined by skills and qualifications of the candidate.

    Why work with us?

    Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

    You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please click here to learn more about who we are and the many benefits we offer our employees.

    COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations. #LI-AH1

    Come join our team at COUNTRY today!

    COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.