Personal Financial Representative - HI
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 under the Allstate brand
- Share space with an Allstate agency owner and obtain leads from them
- Work in a typical agency office with one financial specialist meeting with customers face-to-face and a team of licensed professionals enhancing relationships and providing leads
- Benefit from Allstate's support and expertise 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
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have:
- 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
Skills
Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do.
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