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Financial Specialist

Be a trusted financial specialist for our field team and clients.

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Your Role at COUNTRY Financial

We care about helping our clients protect what they have and plan for the future. While insurance and financial services might seem like two very different paths, both can truly impact each other. If someone didn’t have enough insurance and the unthinkable happened, it could affect their retirement nest egg. As a Financial Specialist, you’ll be working with our Insurance Agents and Financial Representatives to help their clientsplan for their financial future.

Comprehensive Solutions

We offer solutions based on each person’s unique goals. But, what sets us apart in our industry are the relationships we build with our clientss to truly understand their situation, allowing us to better protect what they have and plan for their future.

Client Needs

Our team of professionals are passionate about understanding our clients’ needs and financial concerns. Clients want to know how they can protect their assets, secure the needs of their family, and plan for retirement and their child’s future.

A Team Approach

Being there for our clients’ changing needs is our number one priority and it’s the reason why three main roles make up our agency force: Insurance Agents, Financial Representatives and Financial Specialist. As a Financial Specialist, you are a key component to helping our clients achieve the long-term peace of mind they’re seeking, so they can spend less time worrying and more time making memories.

Life at COUNTRY Financial


Your formal training will consist of a classroom setting where you will learn about our client-centric, needs-based selling approach, as well as the products and services you will sell. You will spend part of your formal training with new Insurance Agents, giving you a chance to get to know them better. We also offer various virtual training courses and, of course, you’ll learn on the job every day.


Your retirement: We offer a defined benefit retirement program (pension plan) and you're also immediately eligible for a 401(k) plan with a company match.

Medical and life insurance: Employees can elect group medical insurance, employee life insurance, short-term and long-term disability coverage and retiree medical coverage. 

Paid time off and volunteer work: Work-life balance is important so we provide employees with paid time off. Like to support your community? We also offer an additional day off for volunteer work!

More perks: We offer additional benefits, including flexible spending accounts (medical and dependent care), adoption assistance program and the Live Well, Work Well wellness program.

Keep up with #LifeAtCOUNTRY

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.