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Insurance Agent - Book Opportunity - Mokena, IL

COUNTRY Financial Agency · Mokena, IL · Full time

Posted Sep 28, 2026 · We last checked this listing on Oct 6, 2026

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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 Mokena? 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.

What would success look like at the end of your first year with this book?

What they are checking: Whether they set concrete goals for retention and growth that show they understand the opportunity.

This is an independent contractor role. How do you think about running the agency as a business, not just selling policies?

What they are checking: Whether they understand staffing, expenses and service as owner responsibilities that affect the book's value.

What insurance experience makes you ready to manage a book from day one?

What they are checking: Whether their licensing, product knowledge and service track record fit a role that needs an experienced agent now.

What would you do

How would you work with COUNTRY Trust Bank Financial Advisors to build the financial services side of this book?

What they are checking: Whether they can spot clients who need retirement or investment help and refer them naturally.

Mokena is a Will County suburb with many families, and much of this book is likely to be families with homes, several cars and teen drivers. How would you make sure you can serve them well from day one?

What they are checking: Whether they can match their skills to the clients already in the book and close gaps quickly.

You would be taking over an established, active book. What do you do in your first 30 days?

What they are checking: Whether they have a plan to meet clients and keep them before anyone considers leaving.

A client who was loyal to the previous agent says they may move their policies. How do you respond?

What they are checking: Whether they can earn trust from a skeptical client without getting defensive or overpromising.

About the work

Walk me through a policy review with a household that has not had one in several years.

What they are checking: Whether they can update coverage to match changes in a client's life and catch gaps before a claim exposes them.

What numbers would you look at first to understand the health of a book you are taking over?

What they are checking: Whether they think in retention, policies per household and loss trends, not just total premium.

How would you find growth inside the book without making existing clients feel sold to?

What they are checking: Whether they review accounts for single-line households and real coverage gaps instead of pushing products.

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 an experienced insurance professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial® products and services. 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 Financial® Insurance Agents have uncapped earning potential and: • Opportunities to earn performance-based global trips and financial rewards. • Access to continued learning and marketing resources. • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity. • There is no buy-in required. Qualifications Successful COUNTRY Financial® Insurance Agents are: • Entrepreneurial, motivated, and goal driven. • A strong communicator with excellent business acumen. • Committed to linking your efforts with tangible rewards. • Passionate about making positive impacts in their communities. Required Licenses* • Property/Casualty State Insurance License* • Life/Health State Insurance License* Preferred Experience • 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. 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. #LI-Agency

Apply at COUNTRY Financial Agency