Insurance Agent

Company: Country Financial
Location: Milwaukee
Posted on: November 15, 2024

Job Description:

Description

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products.

COUNTRY Financial - Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.

The Career
Our Insurance Agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through our portfolio of property and casualty, life and health lines.
Have the flexibility to manage their schedules to balance their careers and personal interests.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Trust Bank - Financial Advisors to inform clients of our financial products and services.
Establish an office and build a staff.

We Offer
COUNTRY Insurance Agents 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.
Affiliation with our 95+ year brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
Qualifications

Successful COUNTRY Insurance Agents are from different paths, but they are all:

Entrepreneurial, self-motivated, and goal driven.
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

Property/Casualty State Insurance License*
Life/Health State Insurance License*

Preferred Experience

Series 6/63 licenses
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 experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience

*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.

Keywords: Country Financial, Wauwatosa , Insurance Agent, Sales , Milwaukee, Wisconsin