Jobs › COUNTRY Financial

Internal Wholesaler - Life, Annuities & Investments

COUNTRY Financial · Bloomington, IL · $78,800–$108,350 a year · Full time

Posted Aug 10, 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

Tell me about a time you helped someone else grow their business. What did you do and what changed?

What they are checking: Whether they find satisfaction and success in coaching others to sell, which is the heart of wholesaling.

How do you stay current on competitors' products so you can give reps useful competitive insights?

What they are checking: Whether they have a real habit of tracking the market, not just knowing their own products.

How do you build relationships with reps you may never meet in person, across the country?

What they are checking: Whether they can earn trust by phone and video through responsiveness and expertise.

What would you do

A rep calls with a complex case, like a business owner needing a buy-sell agreement funded. How do you help them think it through?

What they are checking: Whether they can consult on advanced cases and ask the questions the rep may have missed.

A rep wants to recommend replacing a client's existing annuity with a new one. What questions would you ask before supporting that?

What they are checking: Whether they put suitability and the client's best interest ahead of making a sale.

You get more calls than you can return in a day. How do you decide who to help first?

What they are checking: Whether they prioritize based on urgency and opportunity while still being responsive to everyone.

How would you run a short training for reps on a new product launch?

What they are checking: Whether they can teach clearly and focus on when the product fits a client, not just features.

About the work

A representative has a 60-year-old client with a large lump sum who wants guaranteed income. Walk me through how you would help them position a solution.

What they are checking: Whether they can match annuity types and riders to a client's needs and explain the tradeoffs.

How would you explain the difference between term, whole and universal life to a newer financial representative?

What they are checking: Whether they know the product shelf deeply enough to teach it simply.

What licenses do you hold, like Series 6, 63 or 7 and life and health, and how do they shape what you can discuss?

What they are checking: Whether they understand the regulatory limits around discussing securities and insurance products.

Practice this interview out loud.

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The full job description

As published by COUNTRY Financial.

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. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Do you enjoy helping others succeed by providing expert guidance and creative solutions? Are you energized by partnering with financial professionals to grow their business and deliver meaningful outcomes for clients? COUNTRY Financial is seeking an Internal Wholesaler to support representatives and field partners across life insurance, annuities, and investment solutions. In this role, you'll serve as a trusted consultant and product expert, helping financial representatives navigate complex client situations, identify opportunities, and position solutions with confidence. You'll provide product guidance, case consultation, competitive insights, and sales support that help drive financial services growth. This position offers a unique opportunity to build deep expertise across life insurance, annuities, and investment products while working with representatives nationwide. Each day brings new challenges, meaningful relationships, and opportunities to make a direct impact on business results. As part of our hybrid work environment, you'll enjoy working in our newly remodeled Bloomington campus designed to support collaboration, flexibility, and professional growth. How does this role make an impact? - 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. Do you have what we're looking for? Required Qualifications • FINRA Securities Industry Essentials (SIE) • Series 6 and 63 (or equivalent) • Life/Health insurance license or ability to obtain within 6 months of hire Preferred Qualifications Typically requires 4+ years of relevant experience or a combination of related experience, education and training. Base Pay Range: $78,800-$108,350 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for a Short-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. 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. Come join our team at COUNTRY today!

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