Back to search
Experience more with a career at COUNTRY Financial!
We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role
This team offers a different kind of internal wholesaling experience.We’re not a sales desk — we’re a consultative product resource helping advisors design better solutions across life insurance, investments, and annuities.
You’ll serve as a trusted partner to representatives and internal teams, applying product expertise across life insurance, managed accounts, brokerage products, and fixed & variable annuities to support thoughtful case design and strong client outcomes. The work is collaborative and analytical, focused on simplifying complex concepts and providing clear guidance, with consistent use of CRM tools to support quality follow through.
This role is hybrid, with access to a newly remodeled workspace designed for focus and collaboration — plus free coffee to keep you fueled throughout the day.
How does this role 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?
- Typically requires 7+ years of relevant experience, or a combination of experience, education, and training
- FINRA Securities Industry Essentials (SIE)
- Series 6 and 63 (or equivalent)
- Life/Health insurance license, or ability to obtain within 6 months of hire
- Sales or customer service experience
- Ability to translate complex product information into clear, actionable guidance
- Strong communication and relationship‑building skills
- Analytical mindset with comfort reviewing product, competitive, and market data
- Strong organizational skills and ability to manage multiple priorities
- Familiarity with CRM systems, Teams, and reporting tools
#LI-AH1
Base Pay Range:
$94,400-$129,800The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for a Short-Term Incentive plan.
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.
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.
Come join our team at COUNTRY today!
Learn more about this Employer on their Career Site
