Personal Financial Representative - AR
About the role
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.
Responsibilities
- Build and grow your own financial services practice under the Allstate brand
- Share space with an Allstate agency owner and obtain leads from them
- Enhance your team's ability to build deep relationships with customers
- Work alongside licensed professionals to provide comprehensive service to customers
- Utilize a blended mix of protection and asset accumulation sales strategies
- Expand your business through proven support and expertise provided by Allstate
Requirements
- At least 2 years of life insurance or financial services customer-facing sales experience
- State Life/Health Insurance Licenses
- FINRA Series 6 or 7 and 63 (if applicable) licenses
- Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
- Blended mix of protection and asset accumulation sales
- Prior experience in asset accumulation sales
Qualifications
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
- Bachelor’s degree (or higher) with emphasis on business preferred
Skills
- Unquenched entrepreneurial spirit
- Strong track record of success
- Ability to build deep relationships with customers
- Proven track record in financial services or related fields
- Experience in asset accumulation sales
- Knowledge of protection and asset accumulation sales strategies
Benefits
At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business. Our support and expertise help you build your business, and we provide an environment that fosters innovative thinking and allows you to explore your ideas.
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