Personal Financial Representative - FL
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
- Enhance your team's ability to build deep relationships with customers and provide leads
- Work with an Allstate agency owner to obtain leads
- Utilize a blended mix of protection and asset accumulation sales
- Share space with an Allstate agency owner
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
- Unquenched entrepreneurial spirit and a strong track record of success
Skills
- Ability to explore ideas and feel proud of the work done
- Commitment to serving clients, customers, and communities
Benefits
- Unlimited earning potential connected to the growth of your business
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