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Financial Advisor - Pekin, IL

COUNTRY Financial Agency · Pekin, IL · Full time

Posted May 5, 2026 · We last checked this listing on Oct 6, 2026

Apply at COUNTRY Financial Agency

Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Why Pekin? What ties do you have to the area, and what do you know about the people who live there?

What they are checking: Whether they have real ties to or knowledge of the community, since local trust is what builds this business.

This is an independent contractor role. What makes you ready to run your own practice?

What they are checking: Whether they understand the risk, cost and self-direction of building a practice on their own.

Tell me about a client relationship you built over several years. What kept them with you?

What they are checking: Whether they have a track record of trust and service that holds clients through market ups and downs.

How do you explain fees and how you get paid to a new client?

What they are checking: Whether they are open about compensation, which builds trust and keeps them on the right side of the rules.

What would you do

Walk me through your first meeting with a couple in their fifties who want to know if they are on track for retirement.

What they are checking: Whether they gather facts and goals before recommending anything, which is the core of a consultative approach.

How would you work with local COUNTRY Financial Insurance Agents so they trust you with their clients?

What they are checking: Whether they can build referral partnerships based on good service rather than expecting leads to be handed over.

A client wants to put most of their savings into one annuity because a friend did. What do you do?

What they are checking: Whether they put suitability ahead of an easy sale and can explain why in plain terms.

Pekin is a city just outside Peoria. Many prospects there will be working families and retirees in the Peoria area. How would you earn their first meeting?

What they are checking: Whether they can tailor their approach to the people in this market instead of using one script for everyone.

The market drops 15 percent and a nervous client calls wanting to sell everything. How do you handle the call?

What they are checking: Whether they can calm a client with facts and their plan while still respecting the client's decision.

About the work

How would you plan and run a financial solutions seminar that people actually want to attend?

What they are checking: Whether they can educate a room without a hard pitch and turn interest into follow-up meetings.

How would you decide when a client needs life or disability insurance before investment advice?

What they are checking: Whether they see protection as part of a financial plan rather than a separate sale.

Practice this interview out loud.

Offer builds a real interview for this exact role at COUNTRY Financial Agency from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

Practice this out loud

The full job description

As published by COUNTRY Financial Agency.

We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank® Financial Advisors 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 multiple product lines beyond financial services. • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. • Educate clients and prospects about our products and services. • Collaborate with COUNTRY Financial® Insurance Agents to secure business. • Establish an office and build a staff. • Conduct financial solution seminars. • Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: • Opportunities to earn performance-based global trips and financial rewards. • Access to continued learning and marketing resources. • Corporate office support. • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. • There is no buy-in required. Qualifications Successful COUNTRY Trust Bank® Financial Advisors are: • Entrepreneurial and self-motivated. • Goal-driven with track records of business growth in the insurance and or financial services industry. • 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 • Series 6/63 licenses • Passed SIE • Life/Health State Insurance License* • Property/Casualty State Insurance License* Preferred Experience • 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 About Us COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Apply at COUNTRY Financial Agency