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Financial Specialist - Bend, OR

Company: Country Financial
Location: Bend
Posted on: December 5, 2019

Job Description:

Financial Specialist - Bend, OR US-OR-Bend 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 clients 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 clients 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 clients Our Financial Specialists assume a consultative approach, primarily focusing on current client relationships and working closely with COUNTRY agents, as well as prospecting clients 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? Hold on! If you've already submitted an application for either the Eugene or Medford locations, no need to submit an application here. We are hiring a single Financial Specialist for the Southern Oregon region- he or she can simply live in any of these locations. So, you're already done submitting for this particular role with COUNTRY Financial. Woohoo! As a Financial Specialist at COUNTRY, you'll have the opportunity to work closely with clients 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 ******************** 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: ************

Keywords: Country Financial, Bend , Financial Specialist - Bend, OR, Accounting, Auditing , Bend, Oregon

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