Personal Financial Representative - CA

About the role

As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with an Allstate agency owner will drive new business in your community and support your access to new revenue streams.

Responsibilities

• Build and grow your own financial services practice
• Meet with customers face-to-face
• Enhance the team's ability to build deep relationships with customers and provide leads
• Receive support and expertise from Allstate to help build your business

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
• Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
• Bachelor’s degree (or higher) with emphasis on business preferred

Qualifications

• Blended mix of protection and asset accumulation sales

Skills

• Unquenched entrepreneurial spirit
• Strong track record of success
• Ability to explore ideas and feel proud of the work done
• Committed to serving clients, customers, and communities

Benefits

• Unlimited earning potential connected to the growth of your business

Pay

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.

Benefits

Details on benefits are not specified in the job description.

Skills

• Work hard to help people live a good life every day
• Foster innovative thinking
• Find meaning and value in your work
• Explore your ideas
• Feel proud of the work you do

Company Information

• Main Office: 2920 South 84th Street, Lincoln, NE 68506
• Contact: (877) 525-5727
• Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required
• To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required

Equal Opportunity Employer

Allstate is an Equal Opportunity Company.

Accessibility Statement

For more information about Allstate's Website Accessibility Statement, please click here: [Link]