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CC
CCSI CC Services, Inc.
Internal Wholesaler - Life, Annuities & Investments
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Illinois data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$104,458 / year median in Illinois
+0% projected growth
Job Description
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.
- 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.
Base Pay Range:
$78,800- 108,350 The base pay range represents the typical range of potential salary offers for candidates hired.